f.a.i.r Financial Advisor, Investment and Retirement Planning @ (January 2021 - January 2022)
Investment Representative @ (May 2016 - January 2021)
Financial Security Advisor @ (May 2016 - January 2021)
Personal Banking Officer @ (May 2014 - April 2016)
James Scott Education
NBCC (New Brunswick Community College)
Business Diploma (Investments and Securities)
2012-2014
James Scott Skills
Banking
Retail Banking
Commercial Banking
Credit
Credit Risk
Customer Service
Teamwork
Financial Analysis
Microsoft Excel
Microsoft Word
PowerPoint
Sales
Leadership
Team Leadership
Microsoft Office
James Scott Summary
James Scott, based in Quispamsis, NB, CA, is currently a Senior Financial Advisor at Ig Wealth Management. James Scott brings experience from previous roles at Scotiabank, Quadrus Investment Services and Freedom 55 Financial. James Scott holds a 2012 - 2014 Business Diploma in Investments and Securities @ NBCC (New Brunswick Community College). With a robust skill set that includes Banking, Retail Banking, Commercial Banking, Credit, Credit Risk and more.
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