Mohammad Chowdhury
Financial Planner, Investment & Retirement Planning @RBC
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WORK HISTORY
Financial Planner, Investment & Retirement Planning @RBC
Regina, SK, CA
Provide tailor-made financial planning advice and solutions using our unparalleled array of investment and portfolio solutions, including best-in-class proprietary and select third-party mutual fund solutions• Acquire and consolidate existing and new-to-RBC clients and assets• Connect clients with the right RBC team members to help continuously meet their needs• Develop external business referral sources through networking, marketing, and centres of influence
EDUCATION
Kent State University
Masters of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Canadian Securities lnstitute (CSI)
Personal Financial Planner (PFP)
North South University
Bachelor of Business Administration (BBA), Accounting and Finance
IFSE Institue,Canada
Canadian Investment Funds Course (CIFC), Banking and Financial Support Services
Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor (RFRA) , Banking, Corporate, Finance, and Securities Law
SKILLS
ABOUT MOHAMMAD CHOWDHURY
Attained 14 years of experience in public and private industry including 9 years in the Canadian and Global Banking industry• Awarded Personal Financial Planner (PFP) designation with Canadian Securities Institute (CSI), Canada• Completed Registered Financial and Retirement Advisor (RFRA) certification with Canadian Institute of Financial Planning • Completed Canadian Investment Funds Course (CIFC) with IFSE Institute• Registered as Mutual fund representative in both Ontario and Quebec region• Completed Masters of Business Administration (MBA) in HRM and Bachelor of Business Administration (BBA) in Finance & Accounting• Trained in Icon, Pod, Parksmart, Vtax, Aquasis at City of Ottawa and different banking transaction platform such as Sales Builder, Onboarding, Recap, MBS, FFT, Gateway, Host, Cielo, Customer Connect, Finacle etc at SCOTIA, BMO, TD and BRAC Bank• Proficient in Microsoft Office Suites (Word, PowerPoint, Excel, Access), Education Resource Management (ERM) software and Database software
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