Katie Clark

Katie Clark Email and Phone Number

Financial Planner - Investment & Retirement @ RBC
toronto, ontario, canada
Katie Clark's Location
Huntsville, Ontario, Canada, Canada
Katie Clark's Contact Details

Katie Clark work email

Katie Clark personal email

n/a
About Katie Clark

I am passionate about helping my clients reach their financial goals. It's a privilege to be trusted by clients to give them advice based on their personal needs and then guide them along the way to reaching their financial goals. My passion is to continue to learn as much about my clients that I can, not only to educate, but also provide the necessary tools to help them achieve their goals. As an accredited financial planner I take a holistic approach to planning and believe that we should never lose sight of our fundamental value: Honesty- Integrity- Service

Katie Clark's Current Company Details
RBC

Rbc

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Financial Planner - Investment & Retirement
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Katie Clark Work Experience Details
  • Rbc
    Investment Specialist
    Rbc Nov 2021 - Present
    Huntsville, Ontario, Canada
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  • Rbc
    Financial Planner Intern
    Rbc Jun 2020 - Nov 2021
    Huntsville, Ontario, Canada
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  • Rbc
    Banking Advisor
    Rbc Nov 2018 - Nov 2021
    Assisting clients with everyday banking needs including account packages, loans, mortgages, credit cards and ensuring if they had complex needs introducing them to the correct partners.
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  • Rbc
    Client Advisor
    Rbc Sep 2013 - Nov 2018
    Bracebridge, Ontario, Canada
    Assisting clients with everyday banking transactions and identifying needs at first point of contact to ensure home of best fit.
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Katie Clark Education Details

Frequently Asked Questions about Katie Clark

What company does Katie Clark work for?

Katie Clark works for Rbc

What is Katie Clark's role at the current company?

Katie Clark's current role is Financial Planner - Investment & Retirement.

What is Katie Clark's email address?

Katie Clark's email address is ka****@****rbc.com

What schools did Katie Clark attend?

Katie Clark attended Mohawk College.

Who are Katie Clark's colleagues?

Katie Clark's colleagues are Sophie Aritzaki, Mark Malone, Carol Reeve, David Bennett, Vicki Mckenna, Chrl, Ctdp, Sahil Kataria, Pearl Brock.

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