Peter D.

Peter D.

Followers of Peter D.144 followers
location of Peter D.Toronto, Ontario, Canada

Connect with Peter D. to Send Message

Connect

Connect with Peter D. to Send Message

Connect
  • Timeline

  • About me

    Banking Advisor - RBC

  • Education

    • Ryerson University

      2017 - 2019
      Business management
    • Seneca College

      2020 - 2021
      Certificate Independent Music Production
    • York University School of Continuing Studies

      2022 - 2023
      Certificate Product Management
  • Experience

    • Shoppers Drug Mart

      Sept 2016 - Mar 2020

      Committed to a high level of responsibility and involved in all front store operations. Provided excellent support and empathetic people management to Shoppers Drug Mart employees and customers. Conducted all customer transactions regularly maintaining a high satisfaction rate and optimal experience.

      • Front Store Supervisor

        Apr 2018 - Mar 2020
      • Cashier

        Sept 2016 - Apr 2018
    • Shakepay

      Jan 2022 - Dec 2022
      Customer Support Representative

      Initial point of contact for over 1 million customers. Involved in a high level of operations; diagnosing and resolving technical issues, attending to product inquiries and answering customer questions.-Built out internal processes for newly released products-Provided fraud support and analytical insight into developing and existing industry scams-Maintained high average customer satisfaction rate of 90%-Helped develop customer resources to improve internal and external operating efficiency-Trained colleagues on existing and newly created processes Show less

    • RBC

      Sept 2023 - now

      Engaged with RBC clients in their first point of branch contact to conduct transactions, resolve issues and deliver valuable advice. Collaborated with fellow RBC advisors and partners to ensure the best experience for RBC clients consistently identifying opportunities and meeting their needs.-Lead with advice and identified opportunities while conducting customer interactions-Delivered empathetic client support positively contributing to branch NPS score through CSAT surveys-Educated new and existing clients on new and existing RBC products and services-Collaborated successfully with RBC colleagues ensuring clients needs were met effectively Show less

      • Banking Advisor

        Nov 2023 - now
      • Client Advisor

        Sept 2023 - Nov 2023
  • Licenses & Certifications

    • Certificate in Financial Services Advice

      Canadian Securities Institute
      Jun 2025
      View certificate certificate
    • Investment Funds in Canada

      Canadian Securities Institute
      Feb 2024
      View certificate certificate
    • Financial Planning 1

      Canadian Securities Institute
      Jun 2025
    • Personal Financial Services Advice

      Canadian Securities Institute
      Dec 2024
    • Designated Financial Services Advisor

      Canadian Securities Institute
      Jun 2025
      View certificate certificate