Robert Fin Email
Regional Manager Financial Planner @ RBC
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Robert Fin Location
- Montreal, QC, CA
Robert Fin Work
- 2023 -now Regional Manager Financial Planner @
- 2021 -2023 Regional Enablement Coach @
- 2008 -2021 Financial Planner -Investment and Retirement Planner @
- 2006 -2008 Senior Account Manager @
- 2000 -2006 Account Manager @
Robert Fin Education
- IQPF
Financial Planning (Wealth Management)
2007-2008 - CSI
Mutual funds compliance (Investments and Securities)
2006-2006 - Concordia University
Bachelor of Commerce (BCom) (Marketing, Communication, Management)
2001-2006 - CSI
Mutual Funds in Canada (Investments and Securities)
2003-2003 - Champlain College
Commerce (Business/)
2000-2002
Robert Fin Skills
- Leadership
- Financial Advisory
- Banking
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Investments
- Relationship Management
- Mortgage Lending
- Credit Risk
- Finance
- Team Leadership
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Credit
- Customer Service
- Financial Analysis
- Wealth
- Management
- Credit Analysis
- Retail Banking
- Retirement
- Loans
- Securities
- Investment Management
Robert Fin Summary
- Robert Fin, based in Montreal, QC, CA, is currently a Regional Manager Financial Planner at RBC. Robert Fin brings experience from previous roles at RBC. Robert Fin holds a 2007 - 2008 Financial Planning in Wealth Management @ IQPF. With a robust skill set that includes Leadership, Financial Advisory, Banking, Retirement Planning, Financial Planning and more. Robert Fin has 1 emails on RocketReach.
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