Lila Shalev Email & Phone Number
@rbc.com
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Who is Lila Shalev? Overview
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Lila Shalev is listed as Manager of Training Insights and Integration at RBC Wealth Management, a company with 8199 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Lila Shalev.
Lila Shalev previously worked as Senior Business Application Specialist - Implementation at Rbc Wealth Management and Business Application Specialist at Rbc Wealth Management. Lila Shalev holds Conduct And Practices Handbook (Cph) from Canadian Securities Institute.
Email format at RBC Wealth Management
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AeroLeads found 1 current-domain work email signal for Lila Shalev. Compare company email patterns before reaching out.
About Lila Shalev
Lila Shalev is a Manager of Training Insights and Integration at RBC Wealth Management. She possess expertise in account management, due diligence, aml, compliance, legal documentation and 17 more skills. Colleagues describe her as "I have had the pleasure of working with Lila and found it wonderful to have her on board. She displayed a tremendously positive work ethic, superior ability to think outside the box, and has never let anyone down no matter the workload – even during high season. She had an incredible ability to put herself in the shoes of clients when writing reports. I have no reservation in recommending Lila for any role where the presentation of information, understanding the clients, or analyzing data is prevailing." and "I had the chance to work with Lila at Zara in the Summer of 2008 in Toronto. Not only was Lila an outstanding customer service representative, but also a formidable colleague on whom you can count. Her enthusiasm at work was infallible and her great communication and organizational skills were very much appreciated amongst the team."
Listed skills include Account Management, Due Diligence, Aml, Compliance, and 18 others.
Lila Shalev's current company
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Lila Shalev work experience
A career timeline built from the work history available for this profile.
Senior Business Application Specialist - Implementation
Current
Business Application Specialist
Associate Wealth Advisor
Associate
- Update all PIM (private investment management) models, run trade lists, and perform bulk trades
- Identify wealth management opportunities encompassing insurance, potential portfolio adjustments due to significant client life changes, tax minimization strategies, and implement comprehensive service plans
- Use the Family Snapshot Tool and Horizons to structure financial plans and income projections
- Deal with all facets of wealth and investment management, corporate, trust, and charity accounts, retirement and estate planning, educational saving plans, and contingency funds
- Support an established wealth management practice with activities relating to the acquisition and retention of clients
- Conduct mutual fund, equity, fixed income, and currency trades on behalf of clients
Client Assessment Report Writer
- Analyze data and scrutinize for discrepancies
- Process clients’ confidential information and compile personal records into reports
- Customize reports for each client on a case-to-case basis according to circumstances while ensuring neutrality
- Use a high level of meticulosity and communication to ensure professionally written documents
Project Manager
- Work under immense pressure on multiple projects simultaneously with extremely tight deadlines
- Responsible for a wide range of projects from design to execution
- Coordinate activities and lead a team of individuals while providing performance feedback
- Purchase materials within the project budget and specifications
- Maintain relationships with suppliers and negotiate best possible terms
- Use multiple softwares for creative purposes such as creating and editing media
Customer Service Representative
- Provided outstanding customer service both on the phone and on site
- Assumed an enthusiastic leadership position when training new employees
- Maintained and organized a fast-paced, high-volume sales floor
- Worked effectively in a team setting to maximize sales, frequently exceeding targets
Colleagues at RBC Wealth Management
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →
Paul Melendez
Colleague at Rbc Wealth Management
Lynwood, California, United States, United States
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Angie Biglin
Colleague at Rbc Wealth Management
Calgary, Alberta, Canada, Canada
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MC
Mark Capomaccio
Colleague at Rbc Wealth Management
De Pere, Wisconsin, United States, United States
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AA
Azfar Ahmad
Colleague at Rbc Wealth Management
London, Ontario, Canada, Canada
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EM
Eva Munro
Colleague at Rbc Wealth Management
Jersey, Jersey
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MM
Monica Mattson
Colleague at Rbc Wealth Management
Minneapolis, Minnesota, United States, United States
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SG
Syed Gama Soverino
Colleague at Rbc Wealth Management
Selangor, Malaysia, Malaysia
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JE
Janet Engels
Colleague at Rbc Wealth Management
New York, New York, United States, United States
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RH
Raisa Hasan Priya
Colleague at Rbc Wealth Management
Richmond Hill, Ontario, Canada, Canada
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WW
Winki Wong
Colleague at Rbc Wealth Management
Hong Kong, Hong Kong SAR, Hong Kong
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Lila Shalev education
Conduct And Practices Handbook (Cph)
Canadian Securities Course (Csc)
Bachelor Of Commerce, Major In Finance
The Canadian Investment Funds Course (Cifc)
Education record
Frequently asked questions about Lila Shalev
Quick answers generated from the profile data available on this page.
What company does Lila Shalev work for?
Lila Shalev works for RBC Wealth Management.
What is Lila Shalev's role at RBC Wealth Management?
Lila Shalev is listed as Manager of Training Insights and Integration at RBC Wealth Management.
What is Lila Shalev's email address?
AeroLeads has found 1 work email signal at @rbc.com for Lila Shalev at RBC Wealth Management.
Where is Lila Shalev based?
Lila Shalev is based in Canada, Canada, Canada while working with RBC Wealth Management.
What companies has Lila Shalev worked for?
Lila Shalev has worked for Rbc Wealth Management, Rbc Dominion Securities, K&L Consulting, The Castle Of Music, and Zara.
Who are Lila Shalev's colleagues at RBC Wealth Management?
Lila Shalev's colleagues at RBC Wealth Management include Paul Melendez, Angie Biglin, Mark Capomaccio, Azfar Ahmad, and Eva Munro.
How can I contact Lila Shalev?
You can use AeroLeads to view verified contact signals for Lila Shalev at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lila Shalev attend?
Lila Shalev holds Conduct And Practices Handbook (Cph) from Canadian Securities Institute.
What skills is Lila Shalev known for?
Lila Shalev is listed with skills including Account Management, Due Diligence, Aml, Compliance, Legal Documentation, Problem Solving, Money Transfer, and Trading.
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