Portfolio Analyst
Current
Aug 2021 - Present
AeroLeads people directory · profile
Pooja Rajput Email & Phone Number
Portfolio Analyst
at
RBC Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Portfolio Analyst
Location
Greater Toronto Area, Canada
Company size
Who is Pooja Rajput? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Pooja Rajput is listed as Portfolio Analyst at RBC Wealth Management, a with 6359 employees, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Pooja Rajput.
Pooja Rajput previously worked as Investment Service Representative at Rbc Direct Investing and Customer Service Representative at Td. Pooja Rajput holds Bachelor'S Degree, Economics And Mathematics from University Of Ottawa.
Company email context
Email format at RBC Wealth Management
This section adds company-level context without repeating Pooja Rajput's masked contact details.
RBC Wealth Management
Review company-level records connected to Pooja Rajput before choosing the right outreach path.
Profile bio
About Pooja Rajput
Passionate about the markets and investment industry, I am committed to continuously learning and expanding my knowledge of the capital markets. With constant motivation and excellent analytical skills, I provide an attitude for success and an unstoppable eagerness to learn. I finished my undergraduate degree in Economics and Mathematics from the University of Ottawa. I have utilized this time to study and familiarize myself with the industry through resources and certifications provided by (and not limited to) the Canadian Securities Institute. I had experience as a registered representative with IIROC as an investment representative and have completed my certifications which enable to me trade equity and derivatives. I have experience in both retail banking and in a brokerage. I am always searching for opportunities to expand my knowledge and to be a part of the world of investment banking. I am eager to learn and take on new challenges and it does not stop me from learning and picking up skills as quickly as I can.
Current workplace
Pooja Rajput's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc Wealth Management
3 roles
Pooja Rajput work experience
A career timeline built from the work history available for this profile.
Investment Service Representative
Proactively uncover opportunities to match customer needs through effective communication and probing skills to help guide clients to available products and services offered by Direct Investing.Work within specified performance metrics for all client communications (verbal or written).Provide helpful and engaging, knowledgeable, accurate, responsive, and professional trading services to clients, including prompt and courteous completion of trade instructions. via telephone, or electronic trade instructions, all within regulatory requirements and guidelinesUnderstand and apply industry rules and regulations (e.g. IIROC, Provincial, etc.), as well as RBC Enterprise and RBC Direct Investing Inc. policies and procedures to all activities performed.Accurately execute client instructions within defined authorities and ensure clients have the means to meet trade settlement obligations.
Jul 2019 - Aug 2021
Customer Service Representative
Nov 2017 - Jul 2019
Team & coworkers
Colleagues at RBC Wealth Management
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →
DE
Dan Emily Sun
Colleague at Rbc Wealth ManagementNorth York, Ontario, Canada
View →
NP
Nathalie Paquin
Colleague at Rbc Wealth ManagementFort Lauderdale, Florida, United States
View →
HS
Heidi Stangl, Cfp®, Aams®, Abfp®
Colleague at Rbc Wealth ManagementNewport Beach, California, United States
View →
GL
Grace Lai
Colleague at Rbc Wealth ManagementVancouver, British Columbia, Canada
View →
BS
Bonnie Sedlacek
Colleague at Rbc Wealth ManagementSan Francisco, California, United States
View →
RB
Robert Brooks
Colleague at Rbc Wealth ManagementSt Paul, Minnesota, United States
View →
CH
Courtney Hershberger
Colleague at Rbc Wealth ManagementPalm Springs, California, United States
View →
TA
Tim Anglum
Colleague at Rbc Wealth ManagementSt Paul, Minnesota, United States
View →
MZ
Matt Ziesmann
Colleague at Rbc Wealth ManagementBurlington, Ontario, Canada
View →
LL
Larissa Lange
Colleague at Rbc Wealth ManagementCanada
View →
Dan Emily Sun
Colleague at Rbc Wealth ManagementNorth York, Ontario, Canada
View →
NP
Nathalie Paquin
Colleague at Rbc Wealth ManagementFort Lauderdale, Florida, United States
View →
HS
Heidi Stangl, Cfp®, Aams®, Abfp®
Colleague at Rbc Wealth ManagementNewport Beach, California, United States
View →
GL
Grace Lai
Colleague at Rbc Wealth ManagementVancouver, British Columbia, Canada
View →
BS
Bonnie Sedlacek
Colleague at Rbc Wealth ManagementSan Francisco, California, United States
View →
RB
Robert Brooks
Colleague at Rbc Wealth ManagementSt Paul, Minnesota, United States
View →
CH
Courtney Hershberger
Colleague at Rbc Wealth ManagementPalm Springs, California, United States
View →
TA
Tim Anglum
Colleague at Rbc Wealth ManagementSt Paul, Minnesota, United States
View →
MZ
Matt Ziesmann
Colleague at Rbc Wealth ManagementBurlington, Ontario, Canada
View →
LL
Larissa Lange
Colleague at Rbc Wealth ManagementCanada
View →
1 education record
Pooja Rajput education
FAQ
Frequently asked questions about Pooja Rajput
Quick answers generated from the profile data available on this page.
What company does Pooja Rajput work for?
Pooja Rajput works for RBC Wealth Management.
What is Pooja Rajput's role at RBC Wealth Management?
Pooja Rajput is listed as Portfolio Analyst at RBC Wealth Management.
Where is Pooja Rajput based?
Pooja Rajput is based in Greater Toronto Area, Canada while working with RBC Wealth Management.
What companies has Pooja Rajput worked for?
Pooja Rajput has worked for Rbc Wealth Management, Rbc Direct Investing, and Td.
Who are Pooja Rajput's colleagues at RBC Wealth Management?
Pooja Rajput's colleagues at RBC Wealth Management include Dan Emily Sun, Nathalie Paquin, Heidi Stangl, Cfp®, Aams®, Abfp®, Grace Lai, and Bonnie Sedlacek.
How can I contact Pooja Rajput?
You can use AeroLeads to view verified contact signals for Pooja Rajput at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Pooja Rajput attend?
Pooja Rajput holds Bachelor'S Degree, Economics And Mathematics from University Of Ottawa.
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 Pooja Rajput you were looking for.
View similar profiles
