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Robert Smith Location
Duncan, BC, CA
Robert Smith Work
Senior Financial Advisor @ (May 2023 - Present)
Mutual Fund Representative @ (May 2023 - Present)
Personal Banker @ (September 2021 - May 2023)
End Sealer @ (August 2018 - September 2021)
Financial Advisor @ (October 2017 - May 2018)
Franchisee and Co Owner @ (March 2000 - October 2017)
Department Manager @ (September 2016 - August 2017)
Financial Advisor @ (June 2013 - March 2016)
Robert Smith Education
Durham College
Business Management Diploma (Hospitality Administration/Management)
1990-1992
Fenelon Falls Secondary School
High School Diploma
1987-1989
Robert Smith Skills
Account Management
Analytical Skills
Investments
Retail Banking
Estate Administration
Microsoft Outlook
Portfolio Management
Financial Planning
Small Business
Investment Strategies
Hospitality
Team Building
Customer Service
Inventory Management
Coaching
Performance Management
Budgeting
Restaurant Management
Mortgage Lending
Consumer Lending
Life Insurance
Strategic Planning
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Robert Smith Summary
Robert Smith, based in Duncan, BC, CA, is currently a Mutual Fund Representative at Aviso Wealth. Robert Smith brings experience from previous roles at Island Savings, a division of First West Credit Union, BMO Financial Group, Western Forest Products and Scotiabank. Robert Smith holds a 1990 - 1992 Business Management Diploma in Hospitality Administration/Management @ Durham College. With a robust skill set that includes Account Management, Analytical Skills, Investments, Retail Banking, Estate Administration and more. Robert Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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