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

2014 - now Financial Planner and Wealth Management Coordinator @ RBC Dominion Securities
2011 - 2014 Financial Planner @ RBC Wealth Management
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2011 - 2011 Senior Account Manager @ RBC Wealth Management
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2009 - 2010 Account Manager @ RBC
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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

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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.

Rob Meredith Emails

Found 3 emails

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