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L M
Looking for a jobInvestment and Retirement Planner
I build investment and retirement plans for clients, drawing on experience at RBC and BMO Financial Group.
CanadaInvestment and Retirement Planner at RBC
About
I am a client-focused financial services professional with over eight years of experience at RBC Royal Bank and BMO Financial Group, working across investments, lending, portfolio management, and relationship management. Throughout my career, I have managed long-term client relationships, identified evolving needs, presented tailored solutions, and coordinated across teams to deliver a strong client experience. I am now looking to bring that experience into a technology-driven environment, with a particular interest in fintech, Web3, and customer success. I bring strong communication skills, commercial awareness, and a proven ability to build trust and develop lasting client relationships.
Experience
Investment and Retirement Planner
Developed and managed financial plans for clients, focusing on investment and retirement strategies.
Financial PlanningInvestment ManagementRetirement PlanningClient AdvisoryPortfolio Management
Investment and Retirement Planner, Financial Planning
Worked as Investment and Retirement Planner, Financial Planning at RBC.
Investment Specialist
Worked as Investment Specialist at BMO Financial Group.
Banking Advisor
Worked as Banking Advisor at RBC.
Education
The University of British Columbia
Pursued a Bachelor of Arts in Sociology at the University of British Columbia from 2013 to 2017.
Pursued a Bachelor of Arts in Sociology at the University of British Columbia from 2013 to 2017.
The University of British Columbia