Benoit M.

Investment & Retirement Planner @RBC

Ottawa, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2021 — Present

Investment & Retirement Planner @RBC

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Ottawa, ON, CA

EDUCATION

N/A

Quantic School of Business and Technology

Master of Business Administration - MBA, Business Administration and Management, General

N/A

University of New Brunswick

Bachelor’s Degree, Economics

2011 — 2012

Concordia University

Bachelor of Arts - BA, Psychology

SKILLS

LeadershipCulturedSalesCommunicationTeamworkIndependenceSocial NetworkingIndependent ThinkingInnovation DevelopmentSocial SkillsEfficentTravelCustomer ServiceMicrosoft OfficeMicrosoft WordMicrosoft ExcelTime ManagementResearchSocial Media

ABOUT BENOIT M.

As an Investment Retirement Planner at RBC, I help clients achieve their financial goals and secure their retirement. I have over 9 years of experience in wealth management, financial planning, and investment advisory, working with leading organizations such as Scotiabank and TD Wealth. I have a Bachelor\'s degree in Economics from the University of New Brunswick, and i have a Master of Business Administration degree at Quantic School of Business and Technology, where I learned the latest skills and strategies in business administration and management. I have multiple certifications in mutual fund, securities, and compliance, and I am proficient in social networking, communication, and interpersonal skills. I am passionate about providing personalized and holistic solutions to my clients, based on their needs, preferences, and objectives. I am also committed to continuous learning and professional development, as well as to upholding the highest ethical and professional standards in my field.

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Benoit M. — Investment & Retirement Planner at RBC in Ottawa, ON, CA | Unifers