Eli Hall Email
Regional Team Lead, Wealth Solutions @ Vancity
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Eli Hall Location
- Vancouver, BC, CA
Eli Hall Work
- 2022 -now Regional Team Lead, Wealth Solutions @
- 2022 -now Investment Advisor @
- 2018 -2022 Internal Training Specialist (Leadership Team) @
- 2017 -2022 Investment Advisor @
- 2013 -2018 Supervisor - Partner and Client Care @
- 2007 -2013 Senior Client Solutions Officer @
- 2005 -2007 FSR @
- 2004 -2005 Supervisor @
Eli Hall Education
- Canadian Securities Institute
Wealth Management Essentials Course (WME) (Finance and Financial Management Services)
2019-2020 - British Columbia Institute of Technology
Finance (Finance and Financial Management Services)
2017-2019 - Canadian Securities Institute
Principal–Protected Notes
2017-2017 - Canadian Securities Institute
Investment Advisor Training Program (90-day)
2017-2017 - Canadian Securities Institute
BRANCH MANAGERS COURSE (BMC) (Compliance / Management)
2016-2017 - Canadian Securities Institute
Conduct and Practices Hanbook Course (CPH) (Compliance with Regulatory Requirements including IIROC proficiency requirements)
2014-2015 - Canadian Securities Institute
Canadian Securities Course (CSC) (Investments and Securities)
2012-2013 - The University of British Columbia
(English Literature (Major), Political Science (Minor))
2000-2004 - Capilano University
Associate's Degree (Literature)
Eli Hall Summary
- Eli Hall, based in Vancouver, BC, CA, is currently a Regional Team Lead, Wealth Solutions at Vancity. Eli Hall brings experience from previous roles at Vancity, Aviso Wealth and Credential. Eli Hall holds a 2019 - 2020 Wealth Management Essentials Course (WME) in Finance and Financial Management Services @ Canadian Securities Institute. Eli Hall has 2 emails on RocketReach.
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