Kurt Jory Email & Phone Number
Certified Financial Planner @ Peacock Sheridan Group
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Kurt Jory Location
- Kelowna, BC, CA
Kurt Jory Work
- Private Wealth Advisor - Client Relationship Advisor @ (June 2022 - Present)
- Financial Advisor @ (June 2017 - Present)
- Certified Financial Planner @ (May 2017 - Present)
- Regional V.P. @ (January 2019 - March 2023)
- Associate Wealth Advisor and Financial Planner @ (March 2013 - May 2017)
- Luxury Marketing Specialist @ (May 2012 - March 2013)
- Client Service Representative @ (June 2009 - March 2010)
Kurt Jory Education
- Financial Planning Standards Council
Certified Financial Planner®
2015-2015 - Canadian Securities Institute
Chartered Investment Manager (Wealth Management)
2013-2015 - Brock University
BBA Honours Degree (International Business)
2008-2012 - Vincent Massey High School
High School Diploma (Business)
2001-2005
Kurt Jory Skills
- Cash Management
- Banking
- Lines Of Credit
- Branch Banking
- B2B
- Credit Cards
- Payments
- Sales
- Loan Origination
- Portfolio Management
- Cross Selling
- Financial Modeling
- Capital Markets
- Investments
- Relationship Management
- Financial Risk
- Mortgage Lending
- Credit Risk
- Trade Finance
- Team Leadership
- Finance
- Deposits
- Asset Managment
- Commercial Banking
- Financial Services
- Sales Management
- Mutual Funds
- AML
- Wealth Management
- Equities
- Strategic Financial Planning
- FX Options
- Marketing
- New Business Development
- Risk Management
- Credit
- Consumer Lending
- Time Management
- Interest Rates
- Customer Service
- Internet Banking
- Management
- Credit Analysis
- Strategic Financial
- Public Relations
- Private Banking
- Retail Banking
- Small Business Lending
- Loans
- Commercial Lending
- Data Mining
- Securities
- Selling
- Residential Mortgages
Kurt Jory Summary
- Kurt Jory, based in Kelowna, BC, CA, is currently a Certified Financial Planner at The Peacock Sheridan Group. Kurt Jory brings experience from previous roles at Value Partners Investments, Investment Planning Counsel and RBC Dominion Securities. Kurt Jory holds a 2015 - 2015 Certified Financial Planner® @ Financial Planning Standards Council. With a robust skill set that includes Cash Management, Banking, Lines Of Credit, Branch Banking, B2B and more. Kurt Jory has 1 emails and 1 mobile phone numbers on RocketReach.
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