Robert Adams Cfp
Beginning my career in the Financial Services industry at Scotiabank as a Financial Advisor. I was elected... | Lakeshore, Ontario, Canada
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Robert Adams Cfp’s Emails ro****@bn****.ca
Robert Adams Cfp’s Phone Numbers No phone number available.
Social Media
Robert Adams Cfp’s Location Lakeshore, Ontario, Canada
Robert Adams Cfp’s Expertise Beginning my career in the Financial Services industry at Scotiabank as a Financial Advisor. I was elected the Vice-President of Scotiabankers in the district in my first year of employment, where I organized district functions and events. I was also responsible in organizing orientation week at Carleton University, both as a facilitator and assistant head facilitator. My accomplishments did not end there. I bring valuable insight and knowledge regarding the leadership and management challenges faced by small start up and growing companies and brands as I was educated with the Masters in Business Administration (MBA) from Trinity College Dublin (University of Dublin) in Ireland. To further my specialty in finance, I also completed the Canadian Securities Course (CSC), Investment funds in Canada (IFIC) course and the Certified Financial Planner (CFP). I assisted in the development and opening of the new branch in London, Ontario and provided expert financial advise to high net worth clients. I am now the Financial Planner for Lakeshore, ON at the National Bank of Canada. I enjoy Scuba Diving, Volleyball and Sailing and have traveled to many countries around the world. My life example teaches us to follow our dreams, no matter how great! Specialties: Data analysis, Financial Planning, Financing, Sales, Marketing. analytical thinking, problem-solving
Robert Adams Cfp’s Current Industry National Bank
Robert
Adams Cfp’s Prior Industry
Nemak
|
Scotiabank
|
Windsor Family Credit Union
|
National Bank
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Work Experience
National Bank
Financial Planner
Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
National Bank
Personal Banker
Thu Nov 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Windsor Family Credit Union
Member Consultant
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jun 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Scotiabank
Financial Advisor
Sat Jul 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Nemak
Productivity Analyst
Thu May 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Sep 01 2004 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Robert Adams Cfp Email Addresses
FAQ About Robert Adams Cfp
-
Robert Adams Cfp is located at
Lakeshore, Ontario, Canada -
Robert Adams Cfp is a
Beginning my career in the Financial Services industry at Scotiabank as a Financial Advisor. I was elected the Vice-President of Scotiabankers in the district in my first year of employment, where I organized district functions and events. I was also responsible in organizing orientation week at Carleton University, both as a facilitator and assistant head facilitator. My accomplishments did not end there. I bring valuable insight and knowledge regarding the leadership and management challenges faced by small start up and growing companies and brands as I was educated with the Masters in Business Administration (MBA) from Trinity College Dublin (University of Dublin) in Ireland. To further my specialty in finance, I also completed the Canadian Securities Course (CSC), Investment funds in Canada (IFIC) course and the Certified Financial Planner (CFP). I assisted in the development and opening of the new branch in London, Ontario and provided expert financial advise to high net worth clients. I am now the Financial Planner for Lakeshore, ON at the National Bank of Canada. I enjoy Scuba Diving, Volleyball and Sailing and have traveled to many countries around the world. My life example teaches us to follow our dreams, no matter how great! Specialties: Data analysis, Financial Planning, Financing, Sales, Marketing. analytical thinking, problem-solving National Bank -
Robert Adams Cfp currently works in the
National Bank -
Robert Adams Cfp specializes in
Beginning my career in the Financial Services industry at Scotiabank as a Financial Advisor. I was elected the Vice-President of Scotiabankers in the district in my first year of employment, where I organized district functions and events. I was also responsible in organizing orientation week at Carleton University, both as a facilitator and assistant head facilitator. My accomplishments did not end there. I bring valuable insight and knowledge regarding the leadership and management challenges faced by small start up and growing companies and brands as I was educated with the Masters in Business Administration (MBA) from Trinity College Dublin (University of Dublin) in Ireland. To further my specialty in finance, I also completed the Canadian Securities Course (CSC), Investment funds in Canada (IFIC) course and the Certified Financial Planner (CFP). I assisted in the development and opening of the new branch in London, Ontario and provided expert financial advise to high net worth clients. I am now the Financial Planner for Lakeshore, ON at the National Bank of Canada. I enjoy Scuba Diving, Volleyball and Sailing and have traveled to many countries around the world. My life example teaches us to follow our dreams, no matter how great! Specialties: Data analysis, Financial Planning, Financing, Sales, Marketing. analytical thinking, problem-solving -
Robert Adams Cfp speaks the following languages:
No languages available. -
Robert Adams Cfp has prior experience in the following industries:
National Bank , Windsor Family Credit Union , Scotiabank , Nemak -
Robert Adams Cfp has the following professional experience:
National Bank , National Bank , Windsor Family Credit Union , Scotiabank , Nemak . -
You can view Robert Adams Cfp’s
LinkedIn profile at LinkedIn URL. -
Robert Adams Cfp’s work email addresses are
[email protected] . -
Robert Adams Cfp works at
National Bank
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