Vice President Financial Planning @ (January 2018 - April 2021)
Financial Planner, Investment and Retirement Planner @ (October 2008 - January 2018)
Assistant Branch Manager @ (July 2006 - October 2008)
Financial Services Manager @ (May 2005 - July 2006)
Customer Service Representative @ (April 2003 - May 2005)
Jonathan Falzon Education
York University
Jonathan Falzon Skills
Retirement Planning
Mutual Funds
Investments
Financial Planning
Wealth Management
Portfolio Management
Investment Advisory
Finance
Management
Research
Jonathan Falzon Summary
Jonathan Falzon, based in Toronto, ON, CA, is currently a Director, Assistant Market Leader BMO Private Wealth at BMO Wealth Management - Canada. Jonathan Falzon brings experience from previous roles at BMO Financial Group. Jonathan Falzon holds a York University. With a robust skill set that includes Retirement Planning, Mutual Funds, Investments, Financial Planning, Wealth Management and more. Jonathan Falzon has 1 emails on RocketReach.
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