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Shagufta Anjum

@shaguftaanjum

Financial Advisor at RBC who managed a high-volume client portfolio and supported digital banking adoption.

At RBC HEAD OFFICE, I managed a high-volume client portfolio, providing wealth and banking solutions across credit, investments, and everyday banking. I also helped clients use digital banking platforms and self-service tools.

Earlier, I prepared workforce analysis reports at ROGERS and developed recommendations for performance management and workforce optimization. At SKYPORT LINES, I supported corporate accounting and developed budgets and forecasting models using Excel and Access.

Experience

Work history, roles, and key accomplishments

Financial Advisor

RBC

Jan 2014 - Jul 2017 (3 years 6 months)

Managed a high-volume client portfolio, providing tailored wealth and banking solutions. Educated clients on digital banking platforms and processed complex financial transactions while adhering to regulatory requirements.

Wealth Management Customer Relationship Management Digital Banking Regulatory Compliance Risk Mitigation Financial Transactions Audit Readiness

Loyalty & Retention Help Desk Specialist

TELUS

Aug 2012 - Mar 2013 (7 months)

Managed high-volume customer escalations, resolving complex service issues and applying retention strategies. Selected as a branch mentor to train new representatives in conflict resolution and communication.

Customer Retention Conflict Resolution Escalation Management Training Mentorship Communication Skills Problem Solving

Accounting Assistant

Skyport Lines

Sep 2009 - Jun 2012 (2 years 9 months)

Managed financial data tracking, departmental billings, payroll, accounts payable and receivable. Developed financial budgets and forecasting models using advanced Excel and Access tools.

Accounting Accounts Payable Accounts Receivable Payroll Financial Reporting Budgeting Forecasting Excel Access

Human Resource Analyst

Rogers

May 2008 - Aug 2008 (3 months)

Prepared workforce analysis reports covering organizational structures and performance metrics. Developed recommendations to address performance management constraints and workforce optimization gaps.

Workforce Analysis HR Analytics Performance Management Reporting Presentation Skills Operational Planning

Education

Degrees, certifications, and relevant coursework

McMaster University

Bachelor of Commerce, Human Resources & Marketing

Bachelor of Commerce with a major in Human Resources and Marketing and a minor in Religious Studies.

Humber College

Diploma, Interior Decoration

Diploma of Interior Decoration with a focus on Project Management and AutoCAD. Led an online business simulation team that placed in the top 6th percentile nationwide.