Martin Schultz, Cfp

Martin Schultz, Cfp Email and Phone Number

Associate Wealth and Investment Advisor @ RBC Dominion Securities
Toronto, ON, CA
Martin Schultz, Cfp's Location
Toronto, Ontario, Canada, Canada
Martin Schultz, Cfp's Contact Details

Martin Schultz, Cfp work email

Martin Schultz, Cfp personal email

n/a
About Martin Schultz, Cfp

Martin Schultz, Cfp is a Associate Wealth and Investment Advisor at RBC Dominion Securities. He possess expertise in strategic financial planning, mutual funds, wealth management, investments, financial analysis and 20 more skills.

Martin Schultz, Cfp's Current Company Details
RBC Dominion Securities

Rbc Dominion Securities

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Associate Wealth and Investment Advisor
Toronto, ON, CA
Website:
rbcds.com
Employees:
5670
Martin Schultz, Cfp Work Experience Details
  • Rbc Dominion Securities
    Associate Wealth And Investment Advisor
    Rbc Dominion Securities
    Toronto, On, Ca
    View
  • Rbc Dominion Securities
    Associate Wealth & Investment Advisor
    Rbc Dominion Securities Sep 2017 - Present
    Toronto, Canada Area
    Work with Hewson Private Wealth Management to provide personalized financial planning advice.
    View
  • Rbc Dominion Securities
    Financial Planning Analyst
    Rbc Dominion Securities Sep 2015 - Sep 2017
    155 Wellington St W. Toronto, On
    View
  • Rbc
    Senior Account Manager / Financial Advisor
    Rbc Feb 2014 - Sep 2015
    155 Wellington St W (Rbc Center)
    View
  • Rbc Royal Bank
    Account Manager
    Rbc Royal Bank Apr 2010 - Feb 2014
    Main Branch Toronto
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  • Rbc Dominion Securities
    Associate
    Rbc Dominion Securities Sep 2007 - Apr 2010
    Royal Bank Plaza 39Th Floor
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  • Rbc Dominion Securities
    Assistant
    Rbc Dominion Securities Jun 2007 - Sep 2007
    View
  • Best Buy
    Sales Representative
    Best Buy Jun 2006 - Oct 2006
    Sales Representative for Digital Audio department.
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  • Game Plan Marketing
    Brand Ambassador
    Game Plan Marketing May 2005 - Aug 2005
    Worked as Brand Ambassador promoting SunRype Products at different events and festivals throughout southern Ontario Canada.Involved with transportation, setup, and participate in the events.

Martin Schultz, Cfp Skills

Strategic Financial Planning Mutual Funds Wealth Management Investments Financial Analysis Banking Financial Advisory Credit Portfolio Management Equities Asset Managment Relationship Management Retirement Planning Insurance Credit Analysis Bloomberg Asset Allocation Microsoft Excel Customer Service Strategic Planning Lines Of Credit Retail Banking Investment Advisory Mortgage Lending Loans

Martin Schultz, Cfp Education Details

Frequently Asked Questions about Martin Schultz, Cfp

What company does Martin Schultz, Cfp work for?

Martin Schultz, Cfp works for Rbc Dominion Securities

What is Martin Schultz, Cfp's role at the current company?

Martin Schultz, Cfp's current role is Associate Wealth and Investment Advisor.

What is Martin Schultz, Cfp's email address?

Martin Schultz, Cfp's email address is ma****@****rbc.com

What schools did Martin Schultz, Cfp attend?

Martin Schultz, Cfp attended Financial Planning Standards Council, Csi Global Education Inc., George Brown College, University Of Guelph, Humber College, Canadian Securities Institute.

What skills is Martin Schultz, Cfp known for?

Martin Schultz, Cfp has skills like Strategic Financial Planning, Mutual Funds, Wealth Management, Investments, Financial Analysis, Banking, Financial Advisory, Credit, Portfolio Management, Equities, Asset Managment, Relationship Management.

Who are Martin Schultz, Cfp's colleagues?

Martin Schultz, Cfp's colleagues are Stephen Dunn, Sarah Cuzzetto, Bba (Finance), Fea, Andrew Decaria, Cfp, Kaitlyn Shynkaryk, Jennifer Pearce-Chambers, Rita Murray, Dian Chaaban, Cim.

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