Daryl Lindsay

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Daryl Lindsay

Daryl Lindsay

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Biography

University of Saskatchewan - Accounting

Regional Trust Advisor at RBC Wealth Management, Estate & Trust Services
Financial Services
DARYL
LINDSAY
Winnipeg, Canada Area
A career encompassing 30 years experience in the Financial Services Industry, with detailed knowledge of Foreign Exchange Trading and Hedging Strategies, Experience in both Retail and Corporate Banking, and 13 Years in People and Performance Management.

I am a highly motivated, creative, problem-solving individual with a proven track record of demonstrating leadership, and dedication in the workplace. Excellent analytical, communication, sales, and interpersonal skills with a proven track record of being able to adapt quickly and work well in both an independent and in a team environment.

Experience

  • RBC

    Account Manager / Assistant Branch Manager / Branch Manager

    A career that encompassed the majority of Roles that were available in the Personal Banking Field in a Retail Banking Institution. Personal sales Targets were always met and my Branch reports worked diligently to support the direction I wanted to go.

  • RBC Wealth Management, Estate & Trust Services

    Regional Trust Advisor

    Daryl worked at RBC Wealth Management, Estate & Trust Services as a Regional Trust Advisor

  • Macquarie Group

    Financial Services

    Various Roles over an extended period of time ranging from financial reporting, dealer support, and execution roles.

  • Western Union Business Solutions

    Corporate Branch Manager

    Effective execution of Activities directed at reaching and exceeding Sales Targets. Compliance related activities focused on Account Openings, File Reviews, Credit implementation and User limits. Managed a team of 9 staff that encompassed Sales, Dealing and Account management, Dealer Support and Branch Operations.

Education

  • Australian Stock Exchange

    ADA

    Derivatives Level 1

  • TAFE NSW Higher Education

    Bachelor's degree

    Accounting and Finance
    Business majoring in Accounting

  • ICB / Canadian Securities Institute

    Certificate of Achievement Financial Counselling

    Business
    Canadian Securities Course Branch Compliance Officers Course Certificate of Achievement Financial Counselling

COMM 421

5(1)

  • Level:
  • Credit hours: 0
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