1. CORY BROLUND
136 Copperfield Green SE – Calgary, AB – T2Z 0T9
(H) 403-726-9091 (C) 403-542-4778
E-mail: cbrolund@gmail.com
SUMMARY
• Strong desire to work in the insurance industry and assist clients with needs
• Completed Level One General insurance exam, March 23, 2015
• 9 years experience with RBC in an Account Manager/Senior Account
Manager role.
• Strong analytical ability, proven history of high sales and exceeding goals.
• Proven leader and mentor to new and existing employees, working in a team
bases environment.
• Strong desire to assist clients in achieving their short and long term goals.
• Proficient with Microsoft Office applications, very strong computer skills.
• Comfortable in high pressure work environments, maintaining strong
organization skills.
• Committed to obtaining any education and accreditations required, and
furthering career through continuing education.
EXPERIENCE
1) RBC July 28/2010 – August 1, 2014 Senior Account Manager/
Financial Advisor
• Working with clients to meet and match solutions to needs, putting client first.
• Utilizing partners through referrals to strengthen business relations.
• Relied upon to mentor new employees and help them learn their roles.
• Demonstrating ability to build long term client relationships.
• Excelling in meeting sales targets and goals, while delivering advice to
clients.
• Demonstrating an understanding of clients creditor insurance needs and
solutions.
• Active in mentoring and assisting colleagues to help in furthering their
knowledge and meeting their goals.
• Assisting in some managerial duties such as mutual fund compliance,
overrides and branch treasury.
• Took on leadership roles in city wide committees for RBC in small business,
insurance and social committees
2) RBC August 29/2004 – July 27/2010 Account Manager
• Met and exceeded higher than average branch sales goals yearly.
• Aided booked clients and walk in clients with financial advice and solutions.
2. • Heavily relied upon throughout time in position to exceed sales goals and mentor
staff.
EDUCATION
Finance Diploma (2004) NAIT Edmonton, AB
Marketing Diploma (2002) SIAST Moose Jaw, SK
ACCREDITATIONS
Level One General Insurance Designation March 23, 2015
Branch Compliance Officer CSI December 6, 2010
Certificate in Financial Counseling CSI December 8, 2008
Financial Planning II CSI July 26, 2013
Personal Financial Planner Designation CSI December 21, 2014
Investment Funds in Canada ICB June 30, 2004
Certified in First Aid and AED training November 16, 2011
REFERENCES
Kyla Torrie - Branch Manager, RBC Saskatoon, SK Phone: 306-292-6430
Sean Edmunds – Small Business A/M, RBC Vancouver, BC Phone: 604-379-3861
Tami Mayhew – Investment Planner, RBC Calgary, AB Phone: 403-589-2676
Jeff Yu – Assistant Branch Manager, RBC Saskatoon, SK Cell: 306-716-6149
Dallas Heilman –Manager Client Care, RBC Saskatoon, SK Cell: 306-374-3829
VOLUNTEERING
- Volunteered to assist with marketing and game day events for Moose Jaw
Warriors of WHL, from 2001 to 2002.
- Assisted in various sports and running events in Saskatoon, SK, with set up and
take down of water stations and other needs.
- Assisting with Habitat for Humanity builds occasionally, while I seek
employment.
- Lending a hand with community skating rinks and assisting with instructing
skating skills.
- Helped with coaching of youth hockey in Saskatoon for 2 years, wish to do so
again in Calgary.