Rob Meredith Email
Financial Planner and Wealth Management Coordinator @ RBC Dominion Securities
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Rob Meredith Location
- Ottawa, ON, CA
Rob Meredith Work
- Financial Planner and Wealth Management Coordinator @ (November 2014 - Present)
- Financial Planner @ (December 2011 - October 2014)
- Account Manager @ (January 2009 - February 2010)
- Senior Account Manager @ (March 2011 - November 2011)
Rob Meredith Education
- Canadian Securities Institute
FCSI - Fellow of the Canadian Securities Institute
2019-2019 - CSI Global
PFP (Financial Planning and Services)
2012-2012 - University of Ottawa
Bachelors (Social Sciences)
1999-2002
Rob Meredith Skills
- Leadership
- Team Building
- Sales
- Financial Planning
- Disability Planning
- Investments
- Business Development
- Strategic Planning
- Sales Management
- Wealth Management
- Program Management
- Marketing
- Business Development Strategy
- Training
- Change Management
- Employee Training
- Customer Service
- Personal Financial Planning
- Budgets
- Management
- Coaching
- Marketing Strategy
Rob Meredith Summary
- Rob Meredith, based in Ottawa, ON, CA, is currently a Financial Planner and Wealth Management Coordinator at RBC Dominion Securities. Rob Meredith brings experience from previous roles at RBC Wealth Management and RBC Royal Bank. Rob Meredith holds a 2019 - 2019 FCSI - Fellow of the Canadian Securities Institute @ Canadian Securities Institute. With a robust skill set that includes Leadership, Team Building, Sales, Financial Planning, Disability Planning and more. Rob Meredith has 3 emails on RocketReach.
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