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Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More
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Certifications
- CSC, PFSA, FP1, BCO
Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. E... View More
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Proven Financial Advisor with a track record of developing tailored financial plans at Scotiabank, highlighted by a 135% managed money increase at CIB... View More
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Certifications
- IFIC Mutual Fund License
Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More
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Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More
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Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More
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Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More
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Dynamic financial professional with a proven track record at Self Implode, specializing in developing financial plans and advising on investments. Exp... View More
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Experienced in customer service across banking, fast food, and petroleum industries. Skilled at providing exceptional service and support to customers... View More
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Certifications
- Canadian securities course (CSC)

