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Olakunle Akinlade

@olakunleakinlade

Client relationship specialist focused on retention and compliance.

Canada
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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

Education

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Olakunle Akinlade - Personal Banking Representative - Simplii Financial (CIBC) | Himalayas