Seniority
Director
Department
General Business & Management
Location
Toronto
Industry
Banking
Company size
96K
Contact information
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k•••••••@rbc.com
Phone
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Background
About Ken Dulai
Certified financial planner, offering more than 20 years of experience in the financial services industry, including increasing total asset sales in last client facing role by $30 million to $95 million in three years. Expertise in managing and deciding on resource allocation for wealth management business where total investments exceed $100 million. Proficient in coaching financial services branch teams of 20 to 50 people in lines of business, including product knowledge and sales techniques. Superior expertise in developing comprehensive financial plans, outlining strategies to meet investment, retirement, tax and estate planning goals. Excels in cultivating relationships and negotiating sales strategy, as well as multi-functional partnerships with centres of influence. Specialties:* Wealth Management * Strategic Analysis & Negotiation * Manage Client Relationships * Leadership & Team Building * Strong Networking with Business Partners * Monitor Market & Industry Developments * Advanced Oral Presentation * Advanced Skills with IB Software including: PALtrak, Morningstar, In Sync, NaviPlan, Univeris and Other Such Proprietary Systems * Microsoft Office Programs including: Excel and PowerPoint * Compliance & Operating Due Diligence * Resource Allocation & Accountability
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