Cara Boston Email
Financial Advisor @ Saltwinds Financial
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Cara Boston Location
- Halifax Regional Municipality, NS, CA
Cara Boston Work
- 2024 -now Financial Advisor @
- 2020 -now Financial Advisor Group Benefits @
- 2017 -now Financial Advisor @
- 2015 -2024 Financial Advisor @
- 2008 -2015 Manager Business Development, Atlantic Canada @
- 2004 -2008 Sales Professional, Atlantic Canada @
- 2001 -2004 Manager Business Development (Wholesaler), Atlantic Canada @
- 2000 -2001 Branch Manager @
- 1998 -2000 Manager, Personal Financial Services @
- 1998 -1998 Account Manager @
- 1995 -1998 Personal Banker @
- 1994 -1995 RBC Personal Banking Training Program @
Cara Boston Education
- Dalhousie University
Bachelor of Arts (BA) (Sociology)
1989-1992 - CompuCollege School of Business
Business Administration Diploma, 1993 (Business)
Cara Boston Skills
- Team Building
- Banking
- Client Relations
- Pensions
- Insurance
- Retirement Planning
- Account Management
- Sales
- Financial Planning
- Portfolio Management
- Critical Illness
- Business Development
- Investments
- Relationship Management
- Client Services
- Consultation
- Team Leadership
- Strategic Planning
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Territory Management
- Business Planning
- Strategic Financial Planning
- Savings
- Microsoft Office
- Risk Management
- New Business Development
- Marketing
- Microsoft Excel
- Credit
- Training
- Customer Service
- Disability Insurance
- Assessment
- Business Strategy
- Management
- Retirement Solutions
- Project Management
- Coaching
- Problem Solving
- Health Insurance
- Retirement
- Presentations
- Analysis
- Employee Benefits
- Performance Management
Cara Boston Summary
- Cara Boston, based in Halifax Regional Municipality, NS, CA, is currently a Financial Advisor at Saltwinds Financial. Cara Boston brings experience from previous roles at IDC Insurance Direct Canada Inc., CI Assante Wealth Management, Bloom Wealth & Legacy Planning and Standard Life. Cara Boston holds a 1989 - 1992 Bachelor of Arts (BA) in Sociology @ Dalhousie University. With a robust skill set that includes Team Building, Banking, Client Relations, Pensions, Insurance and more. Cara Boston has 3 emails on RocketReach.
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Cara Boston
Financial Advisor
Halifax Regional Municipality, NS, CA
Top Saltwinds Financial Employees
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