Storm Jones

Observer
DISC Type : ci

Banking Advisor at RBC

Kemptville, Ontario, Canada

Overview

Storm is a Banking Advisor at RBC with a strong foundation in finance and accounting. A graduate of Trent Universitys BBA program, he previously worked as a CPA Articling Accountant at MNP. He distinguished himself academically by passing the CPA Core 1 examination with distinction, showcasing his advanced financial acumen.

Demonstrating significant dedication during his university years, Storm earned an Extended Service Award for over three years of commitment to the Trent University community. He was also recognized with a bursary for his perseverance and ability to work through adversity, highlighting a resilient and committed character.

Unique fact: Storm passed the CPA Canada Core 1 examination with distinction, placing him among the top exam writers for the course.

Personality Overview

Curious

Value Driven

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Customer-Focused Service
Skills in customer experience and satisfaction have been a consistent theme across his advisory, accounting, and even retail roles.
Professional Accounting
Has a background as a CPA Articling Accountant, holds a QuickBooks certification, and passed the CPA Core 1 exam with distinction.
Career Development
Publicly shared that MNP is an "amazing place to learn and grow, " indicating a focus on professional growth opportunities.

Media Appearances

Storm has no verified media appearances

Work History

12-2025
Banking Advisor at RBC
4-2024
Client Advisor at RBC
6-2021 - 3-2024
CPA Articling Accountant at MNP
7-2020 - 6-2021
Accountant/Bookkeeper at SHEPPARD & ASSOCIATES LTD
2020 - 2020
Tax Intern at IG Wealth Management

Education

2015 - 2020
Bachelor of Business Administration - BBA from Trent University
Education details unavailable from Chartered Professional Accountants of Canada (CPA Canada)

More Information

Social Presence :

Prographics :

Exp : 10 Location : Kemptville, Ontario, Canada Job Level : N/A Designation : Banking Advisor at RBC
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Insights For Selling To Storm

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Storm is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Storm

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Storm move?

  • They like to analyze well and then make their decisions.
  • Can Storm take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Storm

Personality Compatibility


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