Topline | Heather Rich

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Heather Rich

Sales Associate at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Carters | OshKosh Bgosh</span>

Intro Book

Experienced banking professional with 28 years of experience in banking, finance, and customer service.

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Location

Woodstock, Ontario, Canada, CA

Skills

Banking
Credit
Mortgage Lending
Customer Service
Loans
Financial Planning
Retail Banking
Investments
Financial Analysis
Financial Services
Finance
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$120.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Heather Rich has 28 years of experience in banking, which is a significant amount of time. Her experience spans multiple roles, including Financial Advisor and Financial Services Adviser. She also holds a degree in Business Administration and Management from the Institute of Canadian Bankers, which adds to her credibility. Location is Woodstock, Ontario, Canada, which is not a major financial hub, so rates might be lower than in larger cities. Considering her experience, education, and certification, I would estimate her hourly rate to be around $120, which is below average for a banking professional with her experience. However, this is a rough estimate and may vary based on specific circumstances.

Bio

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Topline AI

Heather Rich is a seasoned banking professional with 28 years of experience in banking, finance, and customer service. She has held various roles, including Financial Advisor at Scotiabank and Financial Services Adviser at Meridian Credit Union. Heather holds a Business Administration and Management degree from the Institute of Canadian Bankers and is a certified Personal Financial Planner.

Credentials

Personal Financial Planner

ICB

Experience

Carters | OshKosh Bgosh
- Stratford Ontario
- Sales Associate
  - Jul 2018 - Present
  - Stratford Ontario
Meridian Credit Union
- Woodstock
- Financial Services Adviser
  - May 2016 - Aug 2017
  - Woodstock
  Assisting Members in making their financial dreams come true.
Scotiabank
- Woodstock
- Financial Advisor
  - Jan 1987 - Jul 2015
  - Woodstock
  Assisted customers with all their financial needs and goals. Started out as a teller worked my way up through the ranks to a financial advisor

Education

1982 - 1985

Institue of Canadian Bankers

1982 - 1985
Institue of Canadian Bankers

Suggested Services

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Heather Rich

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$120.0

Hourly Rate