Robert Lambert
Investment Specialist at BMO Wealth Management - Canada- Claim this Profile
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English Full professional proficiency
Topline Score
Bio
Credentials
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Cybersecurity and Privacy
Canadian Securities InstituteApr, 2023- Nov, 2024 -
Investment Representative Training
Canadian Securities InstituteMar, 2023- Nov, 2024 -
Conduct and Practices Handbook Course (CPH®)
Canadian Securities InstituteFeb, 2023- Nov, 2024 -
Canadian Securities Course (CSC®)
Canadian Securities InstituteJan, 2023- Nov, 2024 -
Canadian Investment Funds Course
IFSE InstituteAug, 2020- Nov, 2024
Experience
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BMO Wealth Management - Canada
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Banking
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700 & Above Employee
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Investment Specialist
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Oct 2022 - Present
Proud to support BMO Investorlines self directed brokerage and its customers. My goal is to provide professional customer service accompanied by thorough order execution. Proud to support BMO Investorlines self directed brokerage and its customers. My goal is to provide professional customer service accompanied by thorough order execution.
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TD
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Canada
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Banking
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700 & Above Employee
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Financial Advisor
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Jul 2022 - Oct 2022
I provide top tier customer service that allows me to grow strong relationships with my clients. I am committed to giving my clients quality advice which helps them acheive their goals in life whether it be saving for a wedding, their next vehicle, retirement, or making the largest purchase of their life, their dream home. I love my job and I am here to help.
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Personal Banker Associate
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Nov 2021 - Jul 2022
- Personal Banking- Retail Lending - Mutual Funds- Estate Services- Online Banking
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Personal Banker Associate
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Jun 2020 - Aug 2021
Previously, I worked as a Personal Banker Associate in Taber, Alberta. My responsibilities entailed conducting investment reviews, making investment recommendations such as term and mutual fund investments, opening personal deposit accounts, opening small business accounts, recommending credit cards for both personal and commercial customers, presenting pre-approved offers to clients through leads, handling estates, assisting with online banking for personal and commercial customers, using Needs Navigator Planning Software, and helping with standard financial transactions. Show less
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Customer Service Representative
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Mar 2019 - Jun 2020
Oversaw basic financial transactions such as wire payments, bills payments, transfers, withdrawals, issuing bank drafts and money orders, verifying identity, placing stop payments, recommending savings accounts, booking appointments, making referrals to colleagues, and giving financial advice.
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CIBC
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Canada
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Banking
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700 & Above Employee
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Customer Service Representative
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Jan 2019 - Mar 2019
With CIBC I oversaw basic financial transactions and assisted with day-to-day operations. Some of my major achievements consist of acquiring several promoters that helped increase our branch's NPS score. Lastly, I was able to help onboard a new client who brought over $1 million in assets. With CIBC I oversaw basic financial transactions and assisted with day-to-day operations. Some of my major achievements consist of acquiring several promoters that helped increase our branch's NPS score. Lastly, I was able to help onboard a new client who brought over $1 million in assets.
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Tony Roma's
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United States
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Restaurants
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200 - 300 Employee
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Bar Waiter
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Apr 2015 - Oct 2018
Provided high quality customer service by following customers orders diligently. Helped track inventory, stock inventory, take payments, bartend, clean tables, expo, and follow AGLC protocols. Provided high quality customer service by following customers orders diligently. Helped track inventory, stock inventory, take payments, bartend, clean tables, expo, and follow AGLC protocols.
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Education
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2017 - 2021
Dhillon School of Business at the University of Lethbridge
Bachelor of Management - With Distinction, Finance -
2015 - 2017
Lethbridge College
Diploma in Business Administration With Honors, Finance, General
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