Cameron Walker
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Cameron Walker Email & Phone Number

Location: Vancouver, British Columbia, Canada 13 work roles 2 schools
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Role
Financial Advisor
Location
Vancouver, British Columbia, Canada
Company size

Who is Cameron Walker? Overview

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Quick answer

Cameron Walker is listed as Financial Advisor at Steven Joe Financial | Assante Financial Management Ltd., a with 2 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Cameron Walker.

Cameron Walker previously worked as Associate Financial Advisor at Steven Joe Financial | Assante Financial Management Ltd. and Financial Controller at Mustel Group. Cameron Walker holds Bachelor Of Commerce With Honours, Finance from Ubc Sauder School Of Business.

Company email context

Email format at Steven Joe Financial | Assante Financial Management Ltd.

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Steven Joe Financial | Assante Financial Management Ltd.

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Profile bio

About Cameron Walker

Cameron Walker is a Financial Advisor at Steven Joe Financial | Assante Financial Management Ltd..

Current workplace

Cameron Walker's current company

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Steven Joe Financial | Assante Financial Management Ltd.
Steven Joe Financial | Assante Financial Management Ltd.
Financial Advisor
Vancouver, BC, CA
Employees
2
AeroLeads page
13 roles

Cameron Walker work experience

A career timeline built from the work history available for this profile.

Associate Financial Advisor

Vancouver, British Columbia, Canada

I collaborate with my team of Financial Planners to provide advanced tax, estate, investment and business sale/transaction planning assistance to successful entrepreneurs, professionals and high net worth families. I provide a highly customized service to help clients identify and reach specific goals.I work with you and your other professional advisors (accountants, lawyers), when appropriate, to develop comprehensive wealth strategies. This might include: creating retirement income streams, individual pension plans, estate planning, private company business planning, family trust planning, investment management, transitioning your business, reviewing credit solutions, tax planning and philanthropic planning.

Financial Controller

Vancouver, British Columbia, Canada

Oct 2020 - Apr 2021

Financial Advisor, Investment & Retirement Planning

Burnaby, B.C., Canada

Oct 2018 - May 2019

Senior Financial Advisor

Vancouver, Canada Area

Feb 2014 - Oct 2018

Personal Banking Officer

Vancouver, Canada Area

May 2012 - Feb 2014

Senior Personal Banking Officer

Scotiabank

Mcbride, B.C., Canada

Mar 2013 - May 2013

Lot Program Committee Executive Team

Selected to support the development and help guide the progress of the Leaders of Tomorrow Program

Aug 2011 - Sep 2012

Leaders Of Tomorrow (Lot) Student

Selected for the Board of Trade Mentorship Program, which involves active participation on the Vancouver Board of Trade Sustainability Committee and volunteering at Board of Trade events.

Sep 2010 - Sep 2011

Data Analyst

Processed and coded quantitative and qualitative survey data for a variety of industry sectors including: financial, transportation, education, and government policy

Jun 2010 - Aug 2012

Customer Service Representative

Accurately and professionally process customer transactions and service needsIdentify customer's needs and sales opportunities to make quality referrals to Financial Service Representatives

Nov 2010 - May 2012

Contractor'S Assistant/Handyman

Urban Concept Contracting

Effectively worked with and managed co-workers while being exposed to all aspects ofresidential and commercial renovations, including machinery and specific toolsImproved the project cost estimation and cost accounting system by organizing inputs and functions

Jun 2008 - Oct 2010

Lot Assistant

Mercedes Benz

Increased customer service through a 20% decrease in wait times and by paying close attention to detailEnsured customer satisfaction by effectively assisting sales personnel, technicians, service managers, and parts managers with their daily activitiesExhibited customer service skills while transporting clients

Jun 2007 - Sep 2007
2 education records

Cameron Walker education

Bachelor Of Commerce With Honours, Finance

Relevant course (average: 85%): Business Finance, Security Markets, Theory of Finance, Managerial Economics, Introduction to International.

Education record

Canadian Securities Institute

Financial Planning II (completion July 2014) Certificate in Financial Services Advice (completion April 2013) Financial Planning I.

FAQ

Frequently asked questions about Cameron Walker

Quick answers generated from the profile data available on this page.

What company does Cameron Walker work for?

Cameron Walker works for Steven Joe Financial | Assante Financial Management Ltd..

What is Cameron Walker's role at Steven Joe Financial | Assante Financial Management Ltd.?

Cameron Walker is listed as Financial Advisor at Steven Joe Financial | Assante Financial Management Ltd..

Where is Cameron Walker based?

Cameron Walker is based in Vancouver, British Columbia, Canada while working with Steven Joe Financial | Assante Financial Management Ltd..

What companies has Cameron Walker worked for?

Cameron Walker has worked for Steven Joe Financial | Assante Financial Management Ltd., Mustel Group, Scotiabank, Vancouver Board Of Trade, and Urban Concept Contracting.

How can I contact Cameron Walker?

You can use AeroLeads to view verified contact signals for Cameron Walker at Steven Joe Financial | Assante Financial Management Ltd., including work email, phone, and LinkedIn data when available.

What schools did Cameron Walker attend?

Cameron Walker holds Bachelor Of Commerce With Honours, Finance from Ubc Sauder School Of Business.

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