Kamaljit Rehsi

Financial Planner, Investment & Retirement Planning @RBC Wealth Management

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2011 — Present

Financial Planner, Investment & Retirement Planning @RBC Wealth Management

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This is an entrepreneurial culture where my personal initiative is encouraged and rewarded. Main focus is of driving investment sales and new client acquisition through the development of relationships within the community and from established and expanding network. In addition to own prospecting activities I have the opportunity to build relationships with internal partners in order to receive warm leads.

EDUCATION

2005 — 2007

Canadian Securities Institute

PFP

1972 — 1979

Punjab Agricultural University

M Sc

2005 — 2007

Canadian Securities Institute

CSC

N/A

PAU Ludhiana, India

Masters of Science

SKILLS

Asset AllocationBankingMutual FundsPortfolio ManagementRetirementStrategic Financial PlanningFinancial PlanningMortgage LendingAchievement Motivation, Identifying Business Opportunities, Teamwork and Co-OpRelationship ManagementWealthFinancial RiskAsset ManagementFinancial PlannersWealth ManagementFinancial AdvisorySecuritiesEstate PlanningRetirement PlanningInvestmentsWealth Management ServicesInvestment StrategiesInvestment AdvisoryEquitiesNew Business DevelopmentFinancial Services

ABOUT KAMALJIT REHSI

I am a Senior Financial Planner with Royal Mutual Funds Inc. and employed by Royal Bank…

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Kamaljit Rehsi — Financial Planner, Investment & Retirement Planning at RBC Wealth Management in Edmonton, AB, CA | Unifers