Fcsi® Cim® Email
Financial Planner, RBC Financial Planning @ RBC
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Fcsi® Cim® Work
- 2012 -now Financial Planner, RBC Financial Planning @
- 2010 -2012 Financial Solutions Advisor and Assistant Branch Manager @
- 2008 -2009 Senior Financial Advisor @
- 2007 -2008 Retirement Specialist @
- 2005 -2006 Investment Representative @
- 2000 -2005 Manager Contact Centre and Team Leader Tax and Disbursement @
- 1998 -2000 Team Leader - Demutualization Contact Centre @ Montreal Trust
Fcsi® Cim® Education
- York University
Bachelor of Arts, English
1990-1995 - Brebeuf College School 1985-1990
Fcsi® Cim® Skills
- Investments
- Financial Planning
- Mutual Funds
- Retirement Planning
- Wealth Management
Fcsi® Cim® Summary
- Fcsi® Cim®, is currently a Financial Planner, RBC Financial Planning at RBC. Fcsi® Cim® brings experience from previous roles at DUCA Financial Services Credit Union Ltd., CIBC Imperial Service, Sunlife Financial and Edward Jones. Fcsi® Cim® holds a 1990 - 1995 Bachelor of Arts, English @ York University. With a robust skill set that includes Investments, Financial Planning, Mutual Funds, Retirement Planning, Wealth Management and more. Fcsi® Cim® has 3 emails on RocketReach.
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