Richard Britnell Email & Phone Number
Inside Sales Consultant, Wealth Management -Consultant interne à la vente, Gestion de patrimoine @ RBC Insurance
Richard Britnell's Location
Canada
Richard Britnell's Work
- Inside Sales Consultant, Wealth Management -Consultant interne à la vente, Gestion de patrimoine @ RBC Insurance
- Financial Advisor @ Laurentian Bank
- Internal Wholesaler @ Manulife
- Financial Services Representative @ CIBC
- Portfolio Administrator @ Optimum Asset Management S.A.
- Investment Representative @ RBC
Richard Britnell's Education
- Canadian Securities Institute
Certificate (Insurance of persons (Qc and common-law provinces))
2016 - 2016 - EB Knowledge
Certificate (Group Annuity Plans)
2015 - 2015 - IQPF Institut québécois de planification financière - Financial Planning Institute of Quebec
Professional Financial Planner designation (Financial Planning and Services)
2012 - 2012
- Canadian Securities Institute
Certificates (Business and Personal/Financial Services Marketing Operations)
2003 - 2012 - John Molson School of Business, Concordia University
Bachelor of Commerce (BCom) (Finance, General)
1999 - 2002 - Collège Montmorency
DEC (Accounting and Business/Management)
1995 - 1999
Richard Britnell's Skills
- Building Relationships
- Finding Opportunities
- Problem Solving
- Financial Analysis
- Portfolio Optimization
- Marketing Strategy
- Personal Finance
- Financial Services
- Retirement Planning
- Retirement
Richard Britnell's Summary
Richard Britnell, based in Canada, is currently a Inside Sales Consultant, Wealth Management -Consultant interne à la vente, Gestion de patrimoine at RBC Insurance, bringing experience from previous roles at Laurentian Bank, Manulife Financial, CIBC and Optimum Asset Management. Richard Britnell holds a 2016 - 2016 Certificate in Insurance of persons (Qc and common-law provinces) @ Canadian Securities Institute. With a robust skill set that includes Building Relationships, Finding Opportunities, Problem Solving, Financial Analysis, Portfolio Optimization and more, Richard Britnell contributes valuable insights to the industry. Richard Britnell has 3 emails on RocketReach.
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