John Pl.fin Email
Financial Planner @ National Bank of Canada
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John Pl.fin Location
- Mount Royal, QC, CA
John Pl.fin Work
- 2018 -now Portfolio Manager and Wealth Advisor - BLD Gestion de Patrimoine at National bank Financial @
- 2013 -now Financial Planner @
- 2009 -2013 Personal Banker and Small Business Advisor @
- 2006 -2008 Marketing and Financial Consultant @ ROYAL BANK of CANADA DOMINION SECURITIES
John Pl.fin Education
- Institut québécois de planification financière - IQPF 2014
- Concordia University
Bachelor of Commerce (Management Information Systems)
2001-2004 - Marianopolis College
Diplôme d'Etudes Collégiales (Commerce)
1999-2001 - Loyola High School
High School
1994-1999
John Pl.fin Skills
- Driving Revenue
- Portfolio Management
- Business Analysis
- E-commerce
- Process Improvement
- Investments
- Negotiation
- Product Management
- CRM
- Business Development
- Mutual Funds
- Management
- Financial Analysis
- Finance
- Analysis
- Credit
- E Commerce
- First Time Home Buyers
- Financial Services
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Marketing Strategy
- Services
John Pl.fin Summary
- John Pl.fin, based in Mount Royal, QC, CA, is currently a Financial Planner at National Bank of Canada. John Pl.fin brings experience from previous roles at BLD Gestion de Patrimoine / Wealth Management, National Bank of Canada and ROYAL BANK of CANADA DOMINION SECURITIES. John Pl.fin holds a Institut québécois de planification financière - IQPF. With a robust skill set that includes Driving Revenue, Portfolio Management, Business Analysis, E-commerce, Process Improvement and more. John Pl.fin has 3 emails on RocketReach.
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