Investment and Retirement Planner @ (November 2021 - March 2024)
Senior Financial Advisor @ (February 2020 - November 2021)
Financial Advisor @ (February 2018 - February 2020)
Production Scheduling Coordinator @ (October 2017 - January 2018)
Office Administrator @ (August 2017 - October 2017)
Cash Lead @ (May 2015 - August 2017)
Customer Service Representative @ (May 2014 - May 2015)
Cameron Young Education
Laurentian University/Université Laurentienne
Bachelor's degree (Business Administration and Management, General)
2013-2017
Cameron Young Skills
Banking
Client Relations
Communication
Customer Experience
Customer Service
Customer-focused Service
Equity Derivatives
Estate Planning
Finance
Financial Advisory
Financial Planning
Food & Beverage
Interpersonal Skills
Inventory Management
Investments
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Organization Skills
Personal Finance
Retirement Planning
Sales
Teamwork
Time Management
Wealth Management
Cameron Young Summary
Cameron Young, based in Barrie, ON, CA, is currently a Financial Planner at Dunbrook Associates. Cameron Young brings experience from previous roles at Dunbrook Associates, Bold Wealth and Scotiabank. Cameron Young holds a 2013 - 2017 Bachelor's degree in Business Administration and Management, General @ Laurentian University/Université Laurentienne. With a robust skill set that includes Banking, Client Relations, Communication, Customer Experience, Customer Service and more.
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