Aziz Zada Cfa, Pfp

Aziz Zada Cfa, Pfp Email and Phone Number

Investment and Retirement Planner @ RBC
toronto, ontario, canada
Aziz Zada Cfa, Pfp's Location
Calgary, Alberta, Canada, Canada
Aziz Zada Cfa, Pfp's Contact Details

Aziz Zada Cfa, Pfp work email

Aziz Zada Cfa, Pfp personal email

n/a
About Aziz Zada Cfa, Pfp

Aziz Zada Cfa, Pfp is a Investment and Retirement Planner at RBC. He possess expertise in portfolio management, sales operations, finance, loans, credit analysis and 15 more skills.

Aziz Zada Cfa, Pfp's Current Company Details
RBC

Rbc

View
Investment and Retirement Planner
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Aziz Zada Cfa, Pfp Work Experience Details
  • Rbc
    Investment And Retirement Planner
    Rbc Nov 2015 - Present
    Calgary
    As an accredited financial planner, I review, advise and recommend clients on their personal portfolios while considering key areas of financial advice such as: - investment and retirement planning - risk management - tax and estate planning - transitioning to retirement and income planning - net worth, cash flow and debt management
    View
  • Rbc Royal Bank
    Account Manager
    Rbc Royal Bank Mar 2012 - Nov 2015
    Calgary, Canada Area
    View
  • Qmm Group Inc
    Regional Supervisor
    Qmm Group Inc Jun 2011 - Feb 2012
    South Alberta
  • Qmm Group Inc
    Interceptor
    Qmm Group Inc Aug 2010 - Jun 2011
    Calgary, Canada Area

Aziz Zada Cfa, Pfp Skills

Portfolio Management Sales Operations Finance Loans Credit Analysis Credit Analysis Banking Financial Analysis Financial Planning Investments Management Team Leadership Business Analysis Customer Service Risk Management Financial Services Strategic Planning Wealth Management Leadership

Aziz Zada Cfa, Pfp Education Details

  • Cfa Institute
    Cfa Institute
    --- Financial And Investment Analysis, Portfolio Management And Wealth Planning...
  • Canadian Securities Institute
    Canadian Securities Institute
    --- Investments, Retirement Planning, Estate Planning, Tax Strategy And Insurance
  • The University Of Calgary
    The University Of Calgary
    Finance
    View

Frequently Asked Questions about Aziz Zada Cfa, Pfp

What company does Aziz Zada Cfa, Pfp work for?

Aziz Zada Cfa, Pfp works for Rbc

What is Aziz Zada Cfa, Pfp's role at the current company?

Aziz Zada Cfa, Pfp's current role is Investment and Retirement Planner.

What is Aziz Zada Cfa, Pfp's email address?

Aziz Zada Cfa, Pfp's email address is az****@****ahoo.ca

What schools did Aziz Zada Cfa, Pfp attend?

Aziz Zada Cfa, Pfp attended Cfa Institute, Canadian Securities Institute, The University Of Calgary.

What skills is Aziz Zada Cfa, Pfp known for?

Aziz Zada Cfa, Pfp has skills like Portfolio Management, Sales Operations, Finance, Loans, Credit Analysis, Credit, Analysis, Banking, Financial Analysis, Financial Planning, Investments, Management.

Who are Aziz Zada Cfa, Pfp's colleagues?

Aziz Zada Cfa, Pfp's colleagues are Rashid Hasan, Rotimi Balogun, Dipit Singh Jassal, Priyalatha Satkunana, Kiana Paris, Vandana Phate, Eli Yu.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.