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Chandra Smith, Cfa, Fdp Email & Phone Number

Vice President, Head of Portfolio Construction and Practice Management at RBC Wealth Management
Location: Canada, Canada, Canada 8 work roles 3 schools
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Current company
RBC Wealth Management
Role
Vice President, Head of Portfolio Construction and Practice Management
Location
Canada, Canada, Canada
Company size
8199 employees

Who is Chandra Smith, Cfa, Fdp? Overview

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Quick answer

Chandra Smith, Cfa, Fdp is listed as Vice President, Head of Portfolio Construction and Practice Management at RBC Wealth Management, a company with 8199 employees, based in Canada, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Chandra Smith, Cfa, Fdp.

Chandra Smith, Cfa, Fdp previously worked as Head, Portfolio Construction & Practice Management at Rbc Wealth Management and Portfolio Advisor at Rbc Wealth Management. Chandra Smith, Cfa, Fdp holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of Ottawa.

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Email format at RBC Wealth Management

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RBC Wealth Management

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Profile bio

About Chandra Smith, Cfa, Fdp

Experienced Manager with a demonstrated history of working as a Business Lead and Product Owner of a Web Based Application, Portfolio Advisor to Investment Advisors across Wealth management Canada, Associate Investment Advisor, Investment Analyst, and Risk Manager in the Finance Industry. Skilled in Leadership, Strategic Planning, Research, Training, and Sales.

Current workplace

Chandra Smith, Cfa, Fdp's current company

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RBC Wealth Management
Rbc Wealth Management
Vice President, Head of Portfolio Construction and Practice Management
Canada
Website
rbcwealthmanagement.com
Employees
8199
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8 roles

Chandra Smith, Cfa, Fdp work experience

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

Head, Portfolio Construction & Practice Management

Current
Rbc Wealth Management

Toronto, Ontario, Canada

Leader and proud supporter of a team of investment professionals within the Portfolio Advisory Group at RBC Wealth Management who provide portfolio construction and practice management advice to over 2,000 Advisors and their teams at Dominion Securities.

Apr 2024 - Present

Portfolio Advisor

Rbc Wealth Management

Toronto, Ontario, Canada

Portfolio Advisor for Portfolio Advisory Group providing Practice Management advice to Investment Advisors at Dominion Securities. Business Lead of a web based application.

Nov 2019 - May 2024

Associate Investment Advisor

Rbc Dominion Securities

Burlington, Ontario

Portfolio Management including asset allocation decisions, trading securities and research and analysis of a variety of investments including equities, fixed income and alternative asset classes.

Jul 2017 - Nov 2019

Group Fitness Instructor

Goodlife Fitness

Oakville And Burlington

Group Fitness Instructor, teaching BodyPump, FlexiBar and NewBody. High energy leader of hour long classes of large groups of class participants. I overcame my fear of public speaking. I changed my class content weekly requiring detailed review and practice so that I could cue and coach perfectly. I regularly challenged myself to try new methods of.

Feb 2006 - Sep 2012

Group Risk Manager

Rbc Capital Markets, Manager Of Analysis And Approval

Toronto, Ontario

Managed and analyzed a portfolio of approximately 20 Canadian privately owned consumer product companies with loans in the $20-$50 million range, with a total exposure of approximately $700 million. This involved writing credit reviews which included full company reviews, financial and industry analysis, as well as on-site meetings with management of the.

Jul 2003 - Mar 2006

Senior Investment Analyst, U.S. Private Placements And Public Bonds

Canada Life

Toronto, Ontario

Researched, analyzed and evaluated investment opportunities within the Consumer Products, Retail, Food and Beverage and Chemical Industries in the U.S. market. Covered Private and Public companies within my portfolio. Weekly presentations to the Investment Committee on market and company updates for Public companies in my portfolio, including annual.

Jul 2000 - Aug 2003

Corporate Credit Manager

Cibc

Toronto, Ontario

Supported 5 Corporate Loan Account Managers by processing and reviewing loan documentation including legal documents with a great degree of attention to detail. Monitored covenants through financial analysis on a quarterly basis, and updated loan documents with any changes. Provided regular reports to the Account Managers about the status of the client's.

Aug 1998 - Jul 2000
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →

BW Benjamin Walkes Benjamin Walkes Colleague at Rbc Wealth ManagementCanada, Canada View → DV Daniel Vera Morales Daniel Vera Morales Colleague at Rbc Wealth ManagementLondon, Ontario, Canada, Canada View → TD Tracy Dugan Tracy Dugan Colleague at Rbc Wealth ManagementGreater Philadelphia, United States View → MF Marnie Forbes Marnie Forbes Colleague at Rbc Wealth ManagementLondon, England, United Kingdom, United Kingdom View → RL Rodney Lowry, Pfp® Rodney Lowry, Pfp® Colleague at Rbc Wealth ManagementKelowna, British Columbia, Canada, Canada View → VO Vicki Orsini Vicki Orsini Colleague at Rbc Wealth ManagementSewickley, Pennsylvania, United States, United States View → NH Nancy He Nancy He Colleague at Rbc Wealth ManagementGreater Vancouver Metropolitan Area, Canada View → AS Ashley Schueth Cfp® Ashley Schueth Cfp® Colleague at Rbc Wealth ManagementLincoln, Nebraska, United States, United States View → KJ Keith Johnson Keith Johnson Colleague at Rbc Wealth ManagementRaleigh, North Carolina, United States, United States View → AW Alicia Webb Alicia Webb Colleague at Rbc Wealth ManagementRockville, Maryland, United States, United States View →
3 education records

Chandra Smith, Cfa, Fdp education

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General

University Of Ottawa

Chartered Financial Analyst, Finance And Financial Management Services

Cfa Institute

Activities and Societies: Toronto CFA Society, Women in Capital Markets (prior member and mentor)

FAQ

Frequently asked questions about Chandra Smith, Cfa, Fdp

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

What company does Chandra Smith, Cfa, Fdp work for?

Chandra Smith, Cfa, Fdp works for RBC Wealth Management.

What is Chandra Smith, Cfa, Fdp's role at RBC Wealth Management?

Chandra Smith, Cfa, Fdp is listed as Vice President, Head of Portfolio Construction and Practice Management at RBC Wealth Management.

Where is Chandra Smith, Cfa, Fdp based?

Chandra Smith, Cfa, Fdp is based in Canada, Canada, Canada while working with RBC Wealth Management.

What companies has Chandra Smith, Cfa, Fdp worked for?

Chandra Smith, Cfa, Fdp has worked for Rbc Wealth Management, Rbc Dominion Securities, Goodlife Fitness, Rbc Capital Markets, Manager Of Analysis And Approval, and Canada Life.

Who are Chandra Smith, Cfa, Fdp's colleagues at RBC Wealth Management?

Chandra Smith, Cfa, Fdp's colleagues at RBC Wealth Management include Benjamin Walkes, Daniel Vera Morales, Tracy Dugan, Marnie Forbes, and Rodney Lowry, Pfp®.

How can I contact Chandra Smith, Cfa, Fdp?

You can use AeroLeads to view verified contact signals for Chandra Smith, Cfa, Fdp at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Chandra Smith, Cfa, Fdp attend?

Chandra Smith, Cfa, Fdp holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from University Of Ottawa.

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