Open to opportunities

Olakunle Akinlade

@olakunleakinlade

Message

Client relationship specialist focused on retention and compliance.

Canada

Message

What I'm looking for

I seek a client-focused role in a regulated financial services environment where I can drive retention, ensure compliance, resolve escalations, and contribute to cross-functional improvements.

I am a client relationship specialist with extensive experience supporting client and member portfolios in regulated financial services, including banking and investment services. I consistently manage remote client relationships, resolve service issues, and maintain accurate documentation while meeting compliance and service standards.

Throughout my career I have driven client retention and business growth by aligning products and services to client goals, coordinating cross-functional teams, and resolving escalations to deliver timely outcomes. I have hands-on experience across retail banking products (RRSPs, RRIFs, TFSAs, RESPs) and have worked in both Canadian and Nigerian regulated environments.

I bring a results-oriented approach demonstrated by operational improvements and significant distribution growth, strong CRM and documentation practices, and a commitment to stakeholder engagement and volunteer-driven community programs.

Experience

Work history, roles, and key accomplishments

Current

Personal Banking Representative

Current

Simplii Financial (CIBC)

Sep 2022 - Present (3 years 4 months)

Manage ongoing client relationships in a regulated banking environment, supporting registered and non-registered products and resolving escalations to meet service and compliance standards.

Client Relationship Management Banking Operations CRM & Compliance Documentation

Sales & Marketing Executive

Stonebridge Investment & Allied Services Ltd.

Jan 2018 - Jan 2022 (4 years)

Managed end-to-end client relationships from onboarding to post-sale support, aligning products to client goals and supporting business growth through relationship-driven sales initiatives.

Client Onboarding Sales Customer Retention CRM Reporting Stakeholder Management Problem Solving Client Engagement

Supply & Distribution Manager

Rose of Sharon Oil Petroleum & Gas Ltd.

Jan 2008 - Jan 2018 (10 years)

Led supply, distribution and customer relationship operations, increasing monthly distribution from ~30,000 to over 1,000,000 litres through process and relationship improvements.