Open to opportunities

Eric MacDonald

@ericmacdonald

Message

I advise banking clients on investments, credit, portfolio risk, and wealth-management solutions.

Canada

Message

What I'm looking for

I'm looking to continue advising clients on investments, portfolio risk, credit, and wealth-management solutions while applying my financial analysis, client relationship, and business operations experience.

At BMO, I deliver investment analysis and portfolio recommendations for retail and high-net-worth clients, aligning strategies with their risk tolerance and financial goals.

My banking experience at RBC and UNI Financial Cooperation includes advising clients on credit products, account structuring, digital banking, investment needs, documentation, compliance, and financial contracts. I use market trends, fund performance, asset allocation, and client risk profiles to support informed decisions.

I also founded and operate Serenity Landscaping for Seniors, managing cash-flow budgeting, contracts, client relationships, marketing, and digital advertising end-to-end. I increased annual revenue by 150% within one year and grew the recurring client base by 200% year-over-year.

I'm fully bilingual in English and French, IFIC-certified, a CFA Level I Candidate, and hold a BBA with Honours in Finance and a minor in Economics. I bring advanced Excel modeling, financial reporting, CRM/POS optimization, and a personal investment portfolio that has generated a 95% cumulative return to date.

Experience

Work history, roles, and key accomplishments

Current

Banking Advisor

Current

Royal Bank of Canada (RBC)

Jan 2026 - Present (9 months)

Advises retail clients on account structuring, credit products, and digital banking solutions tailored to individual financial goals. Assesses client risk profiles and processes transactions through secure internal banking systems, maintaining strict regulatory compliance.

Retail Banking Credit Products Risk Assessment Regulatory Compliance Customer Relationship Management Digital Banking

Current

Owner / Operator

Current

Serenity Landscaping for Seniors

Jan 2023 - Present (3 years 9 months)

Founded and independently manages all business operations, including cash-flow budgeting, contract drafting, and client relations. Increased annual revenue by 150% within one year through strategic marketing and service expansion.

Business Operations Budgeting Contract Drafting Client Relations Marketing Digital Advertising Revenue Growth

Current

Senior Investment Specialist

Current

Bank of Montreal (BMO)

Delivers in-depth investment analysis and portfolio recommendations for retail and high-net-worth clients, aligning strategies with individual risk tolerance and financial goals. Evaluates market trends, fund performance, and asset allocation models to guide client investment decisions.

Investment Analysis Portfolio Management Risk Assessment Asset Allocation Financial Modeling Client Advisory

Youth Jiu-Jitsu Instructor

Synergy BJJ

Jan 2025 - Dec 2026 (1 year 11 months)

Instructed structured classes emphasizing technique, discipline, and strategic decision-making under pressure. Coordinated competition logistics and provided real-time tactical coaching for athletes.

Instruction Coaching Strategic Decision Making Competition Coordination

Financial Service Agent

UNI Financial Cooperation

Jan 2024 - Dec 2025 (1 year 11 months)

Performed client documentation verification and financial data entry across active member ledgers, ensuring accuracy and compliance. Reviewed insurance policies and drafted compliance-focused financial contracts for cooperative members.

Financial Data Entry Compliance Insurance Reviews Contract Drafting Excel Reporting