Amy Ali
Financial Planner - Investment & Retirement Planning, Rbc Financial Planning @RBC
Mississauga, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2017 — Present
Financial Planner - Investment & Retirement Planning, Rbc Financial Planning @RBC
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Mississauga, ON, CA
Financial Planner
EDUCATION
2004 — 2008
Western University
BACHELOR OF MANAGEMENT AND ORGANIZATIONAL STUDIES, Business
SKILLS
Investment PlanningStrategic Financial PlanningSalesSales ProcessCreditEstate PlanningInvestment StrategyRelationship ManagementFinancial PlanningDirect SalesRetail BankingTime ManagementCustomer RetentionFinancial ServicesFinancial AnalysisAccount ManagementCustomer SatisfactionCold CallingSales ManagementInvestmentsRetirement Income PlanningFinanceTrainingNew Business DevelopmentBankingSales PresentationsRetirement PlanningSellingBuilding Relationships
ABOUT AMY ALI
My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be! Royal Bank of Canada and Royal Mutual Funds Inc.
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