Johnathan Ciliberto
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Johnathan Ciliberto Email & Phone Number

Creating Value for Financial Leaders at Advisor Hunt
Location: Kitchener, Ontario, Canada 5 work roles 4 schools
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Current company
Advisor Hunt
Role
Creating Value for Financial Leaders
Location
Kitchener, Ontario, Canada

Who is Johnathan Ciliberto? Overview

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Johnathan Ciliberto is listed as Creating Value for Financial Leaders at Advisor Hunt, based in Kitchener, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Johnathan Ciliberto.

Johnathan Ciliberto previously worked as Managing Director at Advisor Hunt and Professor of Financial Planning, School of Business at Conestoga College. Johnathan Ciliberto holds Bachelor Of Commerce (Bcom), Human Resources Management And Services from Concordia University.

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Advisor Hunt

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About Johnathan Ciliberto

John is an expert consultant for successful Financial Planners, Investment Advisors, and Portfolio Managers.He co-founded Advisor Hunt which facilitates succession planning via the sale of books, growth through the acquisition of books, and the transition towards independence to better serve client long-term wealth objectives.Firms that John partners with include Wealth Managers, Private Counsel, Financial Planners, Insurance Companies, Banks, and Family Offices.Prior to Advisor Hunt, John was a recognized top performer in financial planning at RBC. He was responsible for market development, client acquisition and outside sales. John is a knowledgeable industry insider serving advisors across Canada in English, French, Italian and Spanish.

Listed skills include Financial Analysis, Retirement Planning, Banking, Time Management, and 46 others.

Current workplace

Johnathan Ciliberto's current company

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Advisor Hunt
Advisor Hunt
Creating Value for Financial Leaders
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5 roles

Johnathan Ciliberto work experience

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

Managing Director

Current
Advisor Hunt

Advisor Hunt is for Financial Advisors. We hunt for established advisors seeking to maximize their career wealth.Our mission is to grow advisor wealth by providing access to and facilitating value-creating partnerships and deals. > For established Financial Advisors > Advisor and book transitions > Maximize career wealth > Discrete processes > Across.

Jun 2017 - Present

Professor Of Financial Planning, School Of Business

Current
Conestoga College

Kitchener, Ontario, Canada

Jan 2024 - Present

Financial Planner, Investment And Retirement Planner, Rbc Financial Planning

Rbc

Monteal, QC

  • Responsible for business and territory development, new client acquisition, and outside sales
  • Provide financial planning advice, with an emphasis on tax efficient investment planning to high net worth individuals, and businesses including retirement and succession planning
  • Leveraged partners and maintained relationships with numerous professionals such as lawyers, tax specialists, accountants, mortgage brokers, notaries, actuaries at an arm’s length basis
  • Prepared and presented financial plans and investment reviews to help clients better understand their financial situation
  • Portfolio Management; designed, recommended, and implemented investment policies and performed regular portfolio monitoring and reviewing to verify performance
  • Consistently overachieve sales mandate and recipient of RBC’s 2016 National Top Performer prize.
Jan 2014 - May 2017

Account Manager

Rbc

Montreal, QC

  • Developed and implemented targets and a tactical plan for market development and client acquisition
  • Organized events centered on client acquisition, network appreciation and product promotion
  • Execute tactics including cold calling, shoe leather marketing, and networking
  • Responsible for conducting credit due diligence and risk assessment
  • Provided strong customer service leadership to resolve conflicts which resulted in client retention and renewal
May 2010 - Jan 2014

Investment Associate

Dundeewealth Inc.

Montreal, Canada Area

  • Assisted in maintaining client relationships.
  • Contributed to the acquisition of new wealth management clients.
  • Organize client events centered on client acquisition.
Feb 2009 - Dec 2009
4 education records

Johnathan Ciliberto education

Bachelor Of Commerce (Bcom), Human Resources Management And Services

Concordia University

John Molson School on Business

Iqpf, Financial Planning And Services

Canadian Securities Institute

Licensed Financial planner

International Baccalaureate, Business And Commerce, International Business/Trade/Commerce

Champlain College

Canadian Securities Course (Csc®)

Canadian Securities Institute
FAQ

Frequently asked questions about Johnathan Ciliberto

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

What company does Johnathan Ciliberto work for?

Johnathan Ciliberto works for Advisor Hunt.

What is Johnathan Ciliberto's role at Advisor Hunt?

Johnathan Ciliberto is listed as Creating Value for Financial Leaders at Advisor Hunt.

Where is Johnathan Ciliberto based?

Johnathan Ciliberto is based in Kitchener, Ontario, Canada while working with Advisor Hunt.

What companies has Johnathan Ciliberto worked for?

Johnathan Ciliberto has worked for Advisor Hunt, Conestoga College, Rbc, and Dundeewealth Inc..

How can I contact Johnathan Ciliberto?

You can use AeroLeads to view verified contact signals for Johnathan Ciliberto at Advisor Hunt, including work email, phone, and LinkedIn data when available.

What schools did Johnathan Ciliberto attend?

Johnathan Ciliberto holds Bachelor Of Commerce (Bcom), Human Resources Management And Services from Concordia University.

What skills is Johnathan Ciliberto known for?

Johnathan Ciliberto is listed with skills including Financial Analysis, Retirement Planning, Banking, Time Management, Investment Strategies, Credit, Personal Financial Planning, and Strategic Financial Planning.

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