Josh Middleton

Manager, Investment & Retirement Planning @RBC

Saint John, NB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

Manager, Investment & Retirement Planning @RBC

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Lead and coach a team of accredited Financial Planners, Investment Retirement Planning who acquire new investment business and new investment clients through centres of influence, networking and internal and external referrals and then anchor with appropriate RBC relationship manager based on the home of best fit.

EDUCATION

1998 — 2003

University of New Brunswick

BBA, Economics and Electronic Commerce

SKILLS

Team BuildingCommercial BankingTeam LeadershipCoachingBankingBusiness AnalysisRetail BankingCreditFinancial AnalysisChange ManagementInvestmentsAnalysisCustomer RetentionCustomer ServiceSales ManagementBusiness DevelopmentSalesInsurancePerformance ManagementRetail

ABOUT JOSH MIDDLETON

Specialties: All aspects of Retail and Business Banking.

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Josh Middleton — Manager, Investment & Retirement Planning at RBC in Saint John, NB, CA | Unifers