Marc Dionne

Insurance Advisor - Life, Living Benefits & Wealth @RBC Insurance

Charlottetown, PE, CA
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Mar 2024 — Present

Insurance Advisor - Life, Living Benefits & Wealth @RBC Insurance

View department →

Charlottetown, PE, CA

Connect with clients to better understand their life events and offer appropriate & holistic advice to meet their current and future needs. Licensed in New Brunswick and Prince Edward Island for Life Insurance, Disability, Critical Illness and Wealth investing with segregated funds and annuities.

EDUCATION

1994 — 1998

Toronto Metropolitan University

Bachelor of Applied Arts

SKILLS

Fixed IncomePublic SpeakingEquitiesAnalytical SkillsCredit RiskInvestmentsProject PlanningPortfolio ManagementLoansPerformance ManagementFinancial ServicesOperations ManagementCall CentersRetail BankingBankingRisk ManagementCall CenterFinancial RiskRoot Cause AnalysisBloombergMortgage LendingWritten & Oral Presentation SkillsCreditFinancial ModelingLeadershipRelationship ManagementStrategyOperational Risk ManagementFundraisingTelecommunicationsAnalysisFinancial AnalysisContact CentersExecutive ReportingManagementBusiness Analysis

ABOUT MARC DIONNE

Wealth building & protection. Committed to getting it right for you- Building a plan that includes building & protecting your wealth- Financial planning, budgeting & goal setting- Investments; payout annuities & segregated funds- Life Insurance to protect wealth- Accident & Sickness Insurance to protect income

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Marc Dionne — Insurance Advisor - Life, Living Benefits & Wealth at RBC Insurance in Charlottetown, PE, CA | Unifers