Daniel Mele

Mortgage Specialist @RBC

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

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WORK HISTORY

Aug 2024 — Present

Mortgage Specialist @RBC

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Oakville, ON, CA

EDUCATION

2020 — 2020

Canadian Securities Institute

IFIC

2021 — 2021

Canadian Securities Institute

Financial Planning I

2021 — 2021

Canadian Securities Institute

Personal Financial Services Advice (PFSA)

2015 — 2018

Sheridan College

Finance

SKILLS

Communication

ABOUT DANIEL MELE

As a Manager, Credit Structures at RBC Wealth Management, I provide customized and tailored credit solutions to high net worth clients in collaboration with a team of private bankers, wealth advisors, and specialists. I have over 5 years of experience in the banking industry, having previously worked as a Banking Advisor and a Mobile Client Advisor at RBC, where I supported clients with their personal and business banking needs, and delivered exceptional service and advice. I hold several certifications from the Canadian Securities Institute, such as PFSA, IFIC, and Financial Planning I, which demonstrate my knowledge and expertise in the financial services sector. I have strong communication, leadership, and interpersonal skills, as well as a passion for helping clients achieve their financial goals and dreams. I am committed to excellence, innovation, and continuous learning, and I value integrity, trust, and collaboration in my work.

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Daniel Mele — Mortgage Specialist at RBC in Oakville, ON, CA | Unifers