Sam Auerbach Email & Phone Number
Senior Financial Advisor @ Scotiabank
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Sam Auerbach Location
- Victoria, BC, CA
Sam Auerbach Work
- 2013 -now Senior Financial Advisor @
- 2011 -2013 Financial Services Manager @
Sam Auerbach Education
- CSI
Certified Financial Planner (Financial Planning and Services)
2014-2015 - Concordia University
Graduate Certificate (Business Administration and Management, General)
2012-2013 - McGill University
Bachelor of Arts (B.A.) (Psychology)
2005-2009
Sam Auerbach Skills
- Financial Services
- Personal Financial Planning
- Credit Management
- Retail Banking
- Mortgage Banking
- Mortgage Servicing
- Credit Cards
- Lines Of Credit
- First Time Home Buyers
- Home Equity Lines of Credit
- Investment Strategies
- Mutual Funds
- GIC
- RRSP
- TFSA
- RRIF
- Retirement Planning
- Retirement Savings
- Retirement Plan Consulting
- Student Loans
- Budget Setting
- Cash Flow Statements
- High Net Worth Individuals
- Online Brokerage
- Debt Restructuring
- Debt Elimination
- Debt & Equity Financing
- Credit Card Debt
- Leadership
- Financial Advisory
- Team Building
- Debt and Equity Financing
- Banking
- Sales Management Coaching
- Sales
- Financial Planning
- Customer Retention
- Cross Selling
- Investments
- Relationship Management
- Mortgage Lending
- Negotiation
- Team Leadership
- Lead Generation
- See 16+see Less
- Home Equity Loans
- Sales Management
- Strategic Financial Planning
- Credit
- Management
- Strategic Financial
- Sales Presentations
- Loans
- CRM
- Value Based Selling
- Residential Mortgages
Sam Auerbach Summary
- Sam Auerbach, based in Victoria, BC, CA, is currently a Senior Financial Advisor at Scotiabank. Sam Auerbach brings experience from previous roles at BMO Financial Group. Sam Auerbach holds a 2014 - 2015 Certified Financial Planner in Financial Planning and Services @ CSI. With a robust skill set that includes Financial Services, Personal Financial Planning, Credit Management, Retail Banking, Mortgage Banking and more. Sam Auerbach has 3 emails and 1 mobile phone numbers on RocketReach.
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