Harry Dhothar Email
Product Manager, Wealth @ Coast Capital Savings
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Harry Dhothar Location
- Vancouver, BC, CA
Harry Dhothar Work
- Product Manager, Wealth @ (October 2024 - Present)
- Regional Manager Wealth Management Services @ (September 2021 - October 2024)
- Manager, Outbound Member Engagement @ (November 2020 - September 2021)
- Manager, Wealth Services @ (April 2020 - October 2020)
- Branch Manager @ (March 2018 - March 2020)
- Mutual Fund Representative at Worldsource Financial Management Inc. and Coast Capital Savings @ Worldsource Financial Management Inc. (January 2019 - October 2024)
- Director, Sales and Advice Performance Coach @ (July 2016 - March 2018)
- General Manager - King George and 102 Banking Centre @ (November 2015 - July 2016)
- Branch Manager @ (July 2013 - November 2015)
- Sales Manager @ (April 2012 - July 2013)
- Assistant Branch Manager @ (September 2011 - April 2012)
- Senior Financial Services Representative @ (November 2009 - September 2011)
- Financial Services Representative @ (August 2007 - November 2009)
- Customer Service Representative @ RBC (July 2006 - August 2007)
Harry Dhothar Education
- Canadian Securities Institute
Fellow of CSI (FCSI®)
2019-2020 - Canadian Securities Institute
PFP® (Financial Planning and Services)
2016-2019 - British Columbia Institute of Technology
Finance and Financial Management Services
2006-2009
Harry Dhothar Skills
- Banking
- Certified Financial Planner
- Contact Center Management
- Contact Center Operations
- Contact Center Technology
- Contact Centers
- Credit
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Dataphile
- Financial Planning
- Financial Services
- FundSERV
- Holistic Financial Planning
- Investment Strategies
- Microsoft Excel
- Microsoft Office
- Mortgage Lending
- Personal Financial Planning
- Residential Mortgages
- Retail Banking
- Sales
- Sales Management
- Strategic Planning
- Wealth Management Services
Harry Dhothar Summary
- Harry Dhothar, based in Vancouver, BC, CA, is currently a Product Manager, Wealth at Coast Capital Savings. Harry Dhothar brings experience from previous roles at Coast Capital Savings. Harry Dhothar holds a 2019 - 2020 Fellow of CSI (FCSI®) @ Canadian Securities Institute. With a robust skill set that includes Banking, Certified Financial Planner, Contact Center Management, Contact Center Operations, Contact Center Technology and more. Harry Dhothar has 1 emails on RocketReach.
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