See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Experience

    • Canada
    • Banking
    • 700 & Above Employee
    • Commercial Relationship Manager
      • Nov 2022 - Present

    • Business Account Manager
      • Aug 2020 - Nov 2022

    • Business Account Manager Intern
      • May 2020 - Aug 2020

    • Banking Advisor
      • Aug 2016 - May 2020

    • Client Advisor
      • Aug 2015 - Aug 2016

    • Investment Representative
      • Oct 2012 - Aug 2015

    • Sales and Service Associate
      • Apr 2012 - Oct 2012

Education

  • 2014 -
    Canadian Securities Institution
    Certificate in Financial Advice, Financial Planning and Services
  • 2012 -
    Canadian Securities Institute
    Investment Funds In Canada, Mutual Funds
  • Canadian Securities Institute
    Financial Planning II

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles