Rob Meredith's Location
Ottawa, ON, CA
Rob Meredith's Work
- Financial Planner and Wealth Management Coordinator @ RBC Dominion Securities
- Financial Planner @ RBC Wealth Management
- Senior Account Manager @ RBC Wealth Management
- Account Manager @ RBC
Rob Meredith's 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
- CSI Global
Canadian Securities Course
2014 - CSI Global
Branch Compliance Officer
2013 - CSI Global
Personal Financial Services Advice
2013 - CSI Global
IFIC (Mutual Funds)
Rob Meredith's Skills
- Leadership
- Team Building
- Sales
- Financial Planning
- Disability Planning
- Investments
- Business Development
- Strategic Planning
- Sales Management
- Wealth Management
Rob Meredith's Summary
Rob Meredith, based in Ottawa, ON, CA, is currently a Financial Planner and Wealth Management Coordinator at RBC Dominion Securities, bringing 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 contributes valuable insights to the industry. Rob Meredith has 1 email on RocketReach.
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Rob Meredith
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