Karina Faustini

Manage the day-to-day relationships of high-net-worth clients, delivering exceptional client service. Coordinate investment portfolio activities and oversee investment-related transactions. Identify opportunities to deepen client relationships and contribute to business development initiatives.

Investment Associate - RBC Dominion Securities Inc. - Laval, QC

(2024-03)

• Manage the day-to-day relationships of high-net-worth clients, delivering exceptional client service.
• Coordinate investment portfolio activities and oversee investment-related transactions.
• Identify opportunities to deepen client relationships and contribute to business development initiatives.

Administrative Associate - BMO Nesbitt Burns - Montreal, QC

(2021-11 - 2024-03)

• Engage new clients and maintain client relationships within Wealth Management at BMO Nesbitt Burns
• Open new accounts, process financial transactions, trading securities
• Organize and maintain client data

Banking Advisor - Royal Bank of Canada - Laval, QC

(2021-03 - 2021-11)

• Respond to inquiries and assist personal and commercial customers with a variety of account-related issues
• Analyze customers' credit bureaus and grant access to credit products, including credit cards, personal loans, and mortgages
• Advise on investment options in registered and non-registered investments such as TFSAs, RRSPs, guaranteed investment certificates and mutual funds

Head Client Advisor - Royal Bank of Canada - Laval, QC

(2017-12 - 2021-03)

• Process financial transactions for customers
• Seek opportunities for client growth and referring to investment specialists
• Attending to customer issues and providing solutions
• End of day cash balance and monitor the safe

Customer Service Representative - TJX Canada Winners - Laval, QC

(2014-04 - 2017-12)

• Cashier duties; process purchases and refunds
• Load new items onto the sales floor and maintain cleanliness throughout the store
• Balance cashes at the end of the work day

Bachelor of Commerce - Finance / Human Resource Management - John Molson School of Business – Concordia (2016 - 2019)

D.E.C. - Pure and Applied Science - Dawson College (2014 - 2016)