AeroLeads people directory · profile
Karla Jimenez Email & Phone Number
Private Client Advisor | Planificación Financiera | Protección Patrimonial
at
CFP INTERNATIONAL FINANCIAL PLANNING
1 work email found
@rbc.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Private Client Advisor | Planificación Financiera | Protección Patrimonial
Location
Montreal, Quebec, Canada
Company size
Who is Karla Jimenez? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Karla Jimenez is listed as Private Client Advisor | Planificación Financiera | Protección Patrimonial at CFP INTERNATIONAL FINANCIAL PLANNING, a company with 50 employees, based in Montreal, Quebec, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Karla Jimenez.
Karla Jimenez previously worked as Senior Advisor, investment at National Bank Investments and Personal Banker at Bmo. Karla Jimenez holds Dec Business Management from Collège Lasalle, Montréal.
Company email context
Email format at CFP INTERNATIONAL FINANCIAL PLANNING
This section adds company-level context without repeating Karla Jimenez's masked contact details.
{first}.{last}@rbc.com
86% confidence
AeroLeads found 1 current-domain work email signal for Karla Jimenez. Compare company email patterns before reaching out.
Profile bio
About Karla Jimenez
Karla Jimenez is a Private Client Advisor | Planificación Financiera | Protección Patrimonial at CFP INTERNATIONAL FINANCIAL PLANNING. She is proficient in French and English.
Current workplace
Karla Jimenez's current company
Company context helps verify the profile and gives searchers a useful next step.
Cfp International Financial Planning
Employees
50
AeroLeads page
7 roles · 7 years
Karla Jimenez work experience
A career timeline built from the work history available for this profile.
Senior Advisor, Investment
Current
May 2024 - Present
Personal Banker
May 2023 - May 2024
Banking Advisor
Proactively engaging with clientsReviewing financial needsAnalyzing and building credit casesPartners Referrals
Aug 2022 - May 2023
Client Advisor
Central CashCompleting financial transactionsDelivering outstanding service experience Resolving and Preventing client banking problem
Jan 2021 - Aug 2022
Sales Associate
Managing financial transactionsAssisting CustomersComplaint Handling
2019 - 2020
~1 yr
Executive Assistant
Casa Musical Aj
Overseeing all incoming and outgoing communications, including emails, phone calls, reports, and internal correspondenceKeeping the executive’s calendar up-to-date, including adding events, rescheduling appointments and providing daily briefingsPlanning and organizing events
Aug 2015 - Feb 2017
2 education records
Karla Jimenez education
Dec Business Management
Bilingual Sciences, 9.15 / 10
Colegio Britanico Internacional
FAQ
Frequently asked questions about Karla Jimenez
Quick answers generated from the profile data available on this page.
What company does Karla Jimenez work for?
Karla Jimenez works for CFP INTERNATIONAL FINANCIAL PLANNING.
What is Karla Jimenez's role at CFP INTERNATIONAL FINANCIAL PLANNING?
Karla Jimenez is listed as Private Client Advisor | Planificación Financiera | Protección Patrimonial at CFP INTERNATIONAL FINANCIAL PLANNING.
What is Karla Jimenez's email address?
AeroLeads has found 1 work email signal at @rbc.com for Karla Jimenez at CFP INTERNATIONAL FINANCIAL PLANNING.
Where is Karla Jimenez based?
Karla Jimenez is based in Montreal, Quebec, Canada while working with CFP INTERNATIONAL FINANCIAL PLANNING.
What companies has Karla Jimenez worked for?
Karla Jimenez has worked for Cfp International Financial Planning, National Bank Investments, Bmo, Rbc, and Tjx Canada/Winners Merchants International L.P..
How can I contact Karla Jimenez?
You can use AeroLeads to view verified contact signals for Karla Jimenez at CFP INTERNATIONAL FINANCIAL PLANNING, including work email, phone, and LinkedIn data when available.
What schools did Karla Jimenez attend?
Karla Jimenez holds Dec Business Management from Collège Lasalle, Montréal.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Karla Jimenez you were looking for.
View similar profiles
