Derek Levesque Email
Investment Advisor and Financial Planner @ RBC Dominion Securities
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Derek Levesque Location
- Guelph, ON, CA
Derek Levesque Work
- 2021 - now Investment Advisor and Financial Planner @
- 2015 - 2021 Financial Planner @
- 2012 - 2015 Financial Advisor @
- 2010 - 2012 Account Manager @
- 2010 - 2010 Tax Professional @
- 1996 - 2009 Operations Supervisor @
Derek Levesque Education
- Canadian Securities Institute
Portfolio Management Techniques
2019 - 2019 - Canadian Securities Institute
Investment Management Techniques
2018 - 2018 - Canadian Securities Institute
Personal Financial Planner (PFP) Core Curriculum
2012 - 2014 - Canadian Securities Institute
CPH (Conduct Practices Handbook Course)
2010 - 2010 - Canadian Securities Institute
CSC (Canadian Securities Course)
2009 - 2010 - York University
(English)
1994 - 1995
Derek Levesque Skills
- Banking
- Asset Allocation
- Investments
- Sales
- Mortgage Lending
- Management
- Customer Satisfaction
- Financial Planning
- Project Management
- Account Management
- Coaching
- Financial Services
- Logistics
- Leadership
- Team Building
- Vendor Management
- Strategic Planning
- Change Management
- Forecasting
- Business Analysis
- Business Planning
- Inventory Management
- Operations Management
- Time Management
- Team Leadership
- Customer Service
- Inventory Control
- Retail
- Microsoft Office
- Finance
- Customer Experience
- Retail Banking
- Teamwork
- Wealth Management
- Portfolio Management
- Relationship Management
- Credit
- Mutual Funds
- Risk Management
- Retirement Planning
- Financial Analysis
- Loans
- Credit Analysis
- Financial Advisory
- Asset Management
Derek Levesque Summary
- Derek Levesque, based in Guelph, ON, CA, is currently a Investment Advisor and Financial Planner at RBC Dominion Securities. Derek Levesque brings experience from previous roles at RBC, RBC Royal Bank and H&R Block. Derek Levesque holds a 2019 - 2019 Portfolio Management Techniques @ Canadian Securities Institute. With a robust skill set that includes Banking, Asset Allocation, Investments, Sales, Mortgage Lending and more. Derek Levesque has 1 emails on RocketReach.
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