Danielle Di Benedetto

Licensed Insurance Professional with over six years of experience supporting Wealth Advisors, Estate Planning Specialists, and Financial Advisors within banking, insurance, and wealth management environments. Experienced in investment administration, insurance operations, client relationship management, regulatory compliance, account administration, and financial documentation. Recognized for delivering exceptional client service, maintaining accuracy in fast-paced environments, and building strong relationships with clients, advisors, and business partners.

Manager, Client Services – Asset Management

Rubach Wealth - Toronto, Ontario (2025-04 - 2026-07)

• Provided comprehensive administrative and operational support to Wealth Advisors, ensuring the efficient delivery of investment and client services.

• Coordinated the opening of nominee and client-held investment accounts as per dealer's internal policies and compliance standards.

• Executed investment transactions, such as fund transfers, purchases, switches and redemptions upon advisor's request ( Mutual Funds & ETFs).

• Prepared, reviewed, and processed client documentation, including Know Your Client forms (KYC), and account maintenance requests.

• Administered registered and non-registered investment accounts, including RRSPs, RESPs, TFSAs, RRIFs, and taxable accounts.

• Delivered a high standard of client service by responding promptly to requests and supporting the overall client experience.

• Liaised with clients, Wealth Advisors, custodians, and internal departments to resolve account inquiries and facilitate timely processing of client requests.

• Monitored account documentation for completeness and accuracy, contributing to audit readiness and regulatory compliance.

Career Break (2022-01 - 2023-12)

Left country temporarily to provide family care.

Estate Planning Specialist Assistant

CIBC Wood Gundy - Toronto, Ontario (2018-11 - 2021-12)

• Supported the day-to-day operations of two very successful Estate Planning specialists at CIBC Wood Gundy.

• Provided administrative support by managing calendars, booking appointments, preparing pre-meeting reports (marketing pieces, insurance illustrations & financial reports) and pos-meeting follow-ups (insurance compliance documentation).

• Looked after the advisors' large book of business by servicing client's life insurance policies daily and providing client support via email and telephone where applicable.

• Posted financial transactions, created expense reports, analysed corporate documents for accuracy. - Maintained client's records via CIBC's internal software and via insurance external databases.

• Worked as a liaison between clients and insurance companies during the whole insurance underwriting process.

Client Services Coordinator

Manulife Securities Incorporated - Etobicoke, Ontario (2017-09 - 2018-04)

• Effectively supported the activities of two senior financial planners in their day-to-day business operations.

• Administered office schedules, communications, databases, appointments and financial reports.

• Opened new investment accounts and managed documentation requirements.

• Prepared meeting documentation (insurance & wealth) and handled resolution of client inquiries.

• Processed and followed up on security transactions and transfers (Stocks & Mutual Funds).

• Utilized tools within MorningStar and Globe Advisor in order to produce investment portfolio reports for clients.

• Prepared financial plans using NaviPlan software and serviced clients' accounts using Dataphile software.

• Responsible for all online filing and hardcopy filling. Organized and maintained all documentation in accordance with strict compliance guidelines.

Insurance & Investments Representative/ Financial Advisor

Sun Life Financial - Hamilton, Ontario (2016-07 - 2017-09)

• Enlarged book of business by prospecting clients on a daily basis ( through cold calling, network meetings, referrals, lead generation systems)

• booking appointments and closing insurance and wealth sales.

• Increased client satisfaction by performing a thorough "needs analysis" for new clients at every booked appointment in order to understand client's short- and long-term goals. Prepared financial plans with the assistance of a managerial Senior Financial planner (Estate & retirement planning by using company's planning software).

• Recommended investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.

• Performed investment trades, purchases, fund switches, redemptions and managed client's accounts. -

• Maintained proper documentation following preset guidelines established by compliance and management. - Used financial software to analyze client's budget, incomes, present and future tax liabilities, investments, and their respective future financial projections (Cash Flow Forecasting/ Retirement Planning).

Primerica Life Insurance Company of Canada - Hamilton, Ontario (2015-08 - 2016-06)

• Prospected new clients daily and built client network through client referrals.

• Protected clients' assets and personal finances by recommending appropriate insurance products.

• Continuously networked in order to build individual client base.

• Provided advice on client debt consolidation issues and referred clients to third party services.

Canadian Investment Funds Course (CIFC) – (Mutual Funds)

Sun Life Career Academy for Advisors – (Sales Training) (2016)

Life License Qualification Program (LLQP) (2015)

Chemical Engineering Technology - Advanced Diploma - Mohawk College