Mark Roberts
Regional Account Executive, Advisor Solutions @Canada Life
Kelowna, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2021 — Present
Regional Account Executive, Advisor Solutions @Canada Life
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EDUCATION
2004 — 2006
British Columbia Institute of Technology
Chemical Sciences, Chemical Engineering Technology/Technician
2003 — 2004
The University of British Columbia
Liberal Arts and Sciences/Liberal Studies
2013 — 2014
CFP
Certified Financial Planner
2015 — 2016
CLU
Chartered Life Underwriter
2001 — 2003
Capilano University
Liberal Arts and Sciences/Liberal Studies
2000 — 2001
Allan Hancock College
Liberal Arts and Sciences/Liberal Studies
ABOUT MARK ROBERTS
Experienced in management and financial planning. Supporting Advisor Solutions on Vancouver Island and the Okanagan. Skilled in Business Planning, Business Development, Recruiting, and Financial strategies.
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