Colleen Bauer's Location
Red Deer, AB, CA
Colleen Bauer's Work
- Personal Banking Specialist ll @ ATB Wealth
- Senior Financial Advisor and Bank Compliance Officer - Scotiabank - 2010 to 2017 @ Scotiabank
- Financial Advisor @ Scotiabank
- Personal Banking Officer @ Scotiabank
- Customer Support Representative @ Scotiabank
Colleen Bauer's Education
- Canadian Securities Institute
Financial Planning II
2019 - CIFP The Canadian Institute of Financial Planning
RFRA & Registered Financial & Retirement Advisor (Financial Planning and Services)
2015 - CIFP The Canadian Institute of Financial Planning
Diploma of Financial Planning (Financial Planning and Services)
2015
- Canadian securities Institute
Branch Compliance Officer's Course
2010 - Canadian securities Institute
Investment Funds in Canada
2005 - Canadian Securities Institute
(Finance, General)
Colleen Bauer's Skills
- Financial Advisory
- Cross Selling
- Investments
- Credit
- Loans
- Certification
- Financial Services
- Personal Banking
Colleen Bauer's Summary
Colleen Bauer, based in Red Deer, AB, CA, is currently a Personal Banking Specialist ll at ATB Financial, bringing experience from previous roles at Scotiabank. Colleen Bauer holds a Financial Planning II @ Canadian Securities Institute. With a robust skill set that includes Financial Advisory, Cross Selling, Investments, Credit, Loans and more, Colleen Bauer contributes valuable insights to the industry. Colleen Bauer has 1 email on RocketReach.
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