Joel Robinson, CIM®, RIS

Vice President, Sales at NEI Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Ottawa Metropolitan Area, CA

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Bio

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Credentials

  • Chartered Investment Manager
    Canadian Securities Institute (CSI)
    Mar, 2019
    - Nov, 2024
  • Branch Compliance Officer
    Canadian Securities Institute (CSI)
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
  • Certificate in Financial Services Advice
    Canadian Securities Institute (CSI)

Experience

  • NEI Investments
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Sales
      • Dec 2021 - Present

  • Russell Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Director
      • Jul 2020 - Dec 2021

    • Associate Regional Director
      • Jun 2019 - Jun 2020

  • Invesco Canada
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Business Development Manager
      • Jan 2017 - Jun 2019

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Manager of Customer Service
      • May 2016 - Jan 2017

    • Financial Advisor
      • Apr 2014 - Apr 2016

    • Financial Services Representative
      • Feb 2012 - Mar 2014

    • Customer Service Representative
      • May 2010 - Feb 2012

Education

  • Telfer School of Management at the University of Ottawa
    Honours Bachelor of Commerce, Finance
    2012 - 2014
  • Algonquin College of Applied Arts and Technology
    Business Administration Advanced Diploma, Financial Planning and Services
    2009 - 2012

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