Kelly Mccarthy Email and Phone Number
Kelly Mccarthy work email
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Kelly Mccarthy personal email
As an Accredited Financial Planner with RBC Royal Bank, Kelly strives to help you reach your life goals through customizing a financial plan that is dynamic and evolves to adapt to your life changes. She provides expertise on several Financial Planning disciplines such as Investment Planning, Retirement Planning, Net Worth and Cash Flow, Estate Planning and Borrowing and Debt Management, just to name a few. Kelly has over 8 years’ experience in the Financial Services industry and holds a Business Administration Diploma from Nova Scotia Community College. She is an accredited Personal Financial Planner through Canadian Securities Institute. Kelly offers an extensive background in relationship management and has a wide range of experience within RBC, consisting of Financial Advisor and Branch Management. Kelly is an avid volunteer in her community and loves to spend time teaching financial skills to minors through Junior Achievement. Away from the office, Kelly loves music, searching for seashells along the Nova Scotian shore and spending time with her two daughters.
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Financial PlannerRoyal Bank Of Canada, Royal Mutual Funds Inc. Aug 2021 - Present9 Peakview Way Bedford -
Assistant Branch Manager AdvisorRoyal Bank Of Canada, Royal Mutual Funds Inc Dec 2019 - Aug 2021Halifax, Nova Scotia, Canada -
Financial AdvisorRoyal Bank Of Canada, Royal Mutual Funds Inc Aug 2014 - Aug 2021Implementing cash management strategies to help you reach your financial goals through investing, credit products and financial advice.Manager Delegate - dealing with client disputes in a timely manor, opening and closing branch responsibilities. Branch compliance officer - ensuring licensed representatives are working within rules & regulations. Leader in digital technology by holding weekly meetings and implementing changes effectively. Quick to adapt to changing needs. Community centred; going out into the community & making a difference through volunteering at community events, holding financial literacy sessions through the local universities and teaching Jr. High students basic financial requirements to be successful in life. -
StudentNscc Sep 2010 - Jun 2014Nscc Waterfront CampusBusiness Administration Financial Services Concentration
Kelly Mccarthy Skills
Kelly Mccarthy Education Details
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Business Administration Financial Services
Frequently Asked Questions about Kelly Mccarthy
What company does Kelly Mccarthy work for?
Kelly Mccarthy works for Royal Bank Of Canada, Royal Mutual Funds Inc.
What is Kelly Mccarthy's role at the current company?
Kelly Mccarthy's current role is Personal Financial Planner.
What is Kelly Mccarthy's email address?
Kelly Mccarthy's email address is ke****@****rbc.com
What schools did Kelly Mccarthy attend?
Kelly Mccarthy attended Nova Scotia Community College.
What skills is Kelly Mccarthy known for?
Kelly Mccarthy has skills like Team Building, Powerpoint, Social Media, Banking, Public Speaking, Human Resources, Data Analysis, English, Finance, Advertising, Strategic Planning, Organizational Development.
Who are Kelly Mccarthy's colleagues?
Kelly Mccarthy's colleagues are Marina Nan Adenan, Denise Li, Cams, Shivam Patel, Saloni Rana, Sonia Yasmin, Linda Andrews, Kartik Kantheti.
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Kelly McCarthy
Toronto, On3gmail.com, sohovfx.com, sohovfx.com -
Kelly McCarthy
Ceo | President | Founder | Company Director | Vision And Execution For Starting, Running And Expanding Businesses Into Market LeadersCalgary, Ab2genint.com, genint.com2 +178023XXXXX
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1toronto.ca
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