Skip to Content

planning for retirement Search Results

Skills
1642 Results

Filters

Most Relevant
Job Title
Skills
Company
School
Location
1642 Results
Most Relevant

ROBERT BROOKS

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities t... View More

Top Skills

Certifications

  • Series 7
  • Series 65
  • Series 63
Patricia Gomez-Fleitas

Patricia Gomez-Fleitas

Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More

Top Skills

Priyashri Jash

Experienced financial service professional with 4years of experience seeking full time position in Financial Advisor position in Scarborough region. ... View More

Top Skills

GORDON GATT JNR

Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong cl... View More

Top Skills

Matthew Zayats

Motivated professional with expertise in eCommerce, digital marketing, and computer management. Proven ability to enhance online sales through effecti... View More

Top Skills

SaiSumanth Lalkota

Experienced financial services professional with a proven track record of effectively working with clients from diverse backgrounds. Known for friendl... View More

Top Skills

Certifications

  • NISM-Series -XV: Research Analyst Certification Examination.
  • NISM-Series-I: Currency Derivatives Certification Examination.
  • NISM-Series -VIII: Equity Derivatives Certification Examination.

Bruce Saddigh

Dynamic financial professional with a proven track record at Self Implode, specializing in developing financial plans and advising on investments. Exp... View More

Top Skills

Courtenay Donella-Sheley

I am a seasoned professional with extensive experience in sales, business development, and financial services. I have a strong track record of driving... View More

Top Skills

David Lynch

Financial advisor with a solid background in investment strategy, client engagement, business development, and sales. Known for driving growth through... View More

Top Skills

Certifications

  • Series 7 & Series 66 (FINRA, 2023)
  • Life Insurance & Annuity (Florida, 2017)
  • Real Estate License (Florida, 2015)

Harmanjot Kaur

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More

Top Skills

Certifications

  • CAFA (Certificate in Advanced Financial Advice)
  • CFSA (Certificate in financial Service Advice)
  • IFIC (Investment funds in Canada)