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Ottawa, ON, Canada
... Capstone Sales Advisors, New York, NY 2008-2009 Director, Research Sales Developed investment recommendations, and effectively communicated market analysis to institutional and corporate clients. (Position eliminated when research department closed ...
- 2013 Jan 25
Ottawa, ON, Canada
... 1998 Canadian Association of Insurance & Financial Advisors, earned my CLU – Chartered Life Underwriter I work full time as an independent Insurance Broker and Financial Consultant. University of Toronto, Bachelor of Commerce major in Accounting & ...
- 2013 Jan 24
Ottawa, ON, Canada
... with investment brokers regarding activities, net asset values, and fees * Calculated management and investment advisors fees based on prospectus and agreements * Expedited calculation of net asset values for mutual funds and preparation of ...
- 2012 Nov 20
Ottawa, Canada
... and professionally, ensuring to redirect calls to the appropriate individual or departments Assist clients and insurance advisors with life insurance products and services Dealt with related banking inquiries Respond to general inquiries in regards ...
- 2011 May 18
Ottawa, Canada
... Rick Ellas, Financial Advisor & President of Ellas Financial Marketing Assistant (2003-04) RBC Dominion Securities, Downtown Main Branch, Ottawa, Ontario Lead generation / cold calling for two Financial Advisors. Business Development (2000-03) Self ...
- 2011 Apr 14