Scott Oke, Pl. Fin.
Financial Planner at National Bank Investments- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
CA
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Credentials
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Financial Planning Designation
IQPFDec, 2021- Nov, 2024 -
Certificate of Financial Planning
Canadian Securities InstituteAug, 2021- Nov, 2024 -
Derivatives Fundamentals and Options Licensing Course
Canadian Securities Institute (CSI)Mar, 2019- Nov, 2024 -
Conduct and Practices HandBook
Canadian Securities Institute (CSI)Feb, 2019- Nov, 2024 -
Canadian Securities Course
Canadian Securities Institute (CSI)Dec, 2018- Nov, 2024
Experience
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National Bank Investments
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Canada
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Financial Services
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1 - 100 Employee
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Financial Planner
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Feb 2020 - Present
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RBC Direct Investing
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Canada
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Financial Services
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200 - 300 Employee
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Investment Representative
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Feb 2019 - Feb 2020
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dunnhumby
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United Kingdom
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Advertising Services
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700 & Above Employee
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Associate Client Lead
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Apr 2018 - Aug 2018
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Education
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Concordia University
Bachelor of Arts - BA, Economics
Community
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