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Marco Consoli, Cfp is listed as Financial Planner, RBC Financial Planning at RBC Bank at RBC Bank, a company with 2344 employees, based in Markham, Ontario, Canada. AeroLeads shows phone signal with area code 416 and a matched LinkedIn profile for Marco Consoli, Cfp.
Marco Consoli, Cfp previously worked as Financial Planner, RBC Financial Planning at Rbc Bank and Personal Banking Officer at Alterna Savings. Marco Consoli, Cfp holds Cfp, Financial Planning And Services from Fpsc Institute.
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I am a Financial Planner with Royal Mutual Funds Inc. and employed by Royal Bank of Canada. As a financial planner, I enjoy hearing about what matters most to you, and helping you get there. Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that’s designed to achieve your life goals.
Listed skills include Leadership, Portfolio Management, Strategic Financial Planning, Management, and 11 others.
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A career timeline built from the work history available for this profile.
260 East Beaver Creek Rd Richmond Hill, ON L4B 3M3
I am a Financial Planner with Royal Mutual Funds Inc. and employed by Royal Bank of Canada. As a financial planner, I enjoy hearing about what matters most to you, and helping you get there. Financial planning is a dynamic process that takes into account your personal and financial needs to create a plan that’s designed to achieve your life goals.
Toronto, Canada Area
Delivering a high level of client satisfaction by prioritizing needs and using a needs based solution approach Prepared and presented financial performance reports for client’s portfolios Prepared and implemented debt consolidation plans using home equity to meet clients cash flow needs
Toronto, Canada Area
Manage Work flow, including correspondence (email, fax andtelephone) systems and maintenance of client files, software andmarketing materials.Participated in achieving corporate goals through outgoing calls/campaigns; cross selling and making qualified referrals to specialized sales force and/or strategic partnersDevelop the direct-to-investor distribution.
Toronto
Administered in-kind contributions from non-registered TD client accounts into both RESP and RDSP accountsResponsible for initiating correspondence with financial advisors, planners and investment representatives from TD branches regarding outstanding client accountissues that were preventing accounts from being registered with the governmentAssessed.
Provided Account holders and advisors with information regarding fees; including annual account fees, de-registration fees, transfer-out fees and administration feesResponsible for faxing or emailing account statements, documents and report summary’s, T5, T4RSP and other tax receipts upon request from advisorsAccountable for providing advisors with.
Other employees you can reach at rbcbank.com. View company contacts for 2344 employees →
Chrys Morgan
Colleague at Rbc Bank
Raleigh, North Carolina, United States, United States
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SC
Shana Calhoun
Colleague at Rbc Bank
Clermont, Florida, United States, United States
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MT
Michael Theobalds
Colleague at Rbc Bank
Trinidad And Tobago, Trinidad And Tobago
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TR
Tabassum Ramhendar
Colleague at Rbc Bank
Greater Toronto Area, Canada, Canada
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BC
Bernard Crevier
Colleague at Rbc Bank
Montreal, Quebec, Canada, Canada
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C(
Christina (Rbc Bank) Bryant
Colleague at Rbc Bank
Candler, North Carolina, United States, United States
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DW
Denise Williams
Colleague at Rbc Bank
Cornelius, North Carolina, United States, United States
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KB
Kay Braddy
Colleague at Rbc Bank
Burlington, North Carolina, United States, United States
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GC
Gervais Chaput
Colleague at Rbc Bank
Mont-Saint-Grégoire, Quebec, Canada, Canada
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SR
Sophie Riehl
Colleague at Rbc Bank
Canada, Canada
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Retirement Planning Investment Planning
Quick answers generated from the profile data available on this page.
Marco Consoli, Cfp works for RBC Bank.
Marco Consoli, Cfp is listed as Financial Planner, RBC Financial Planning at RBC Bank at RBC Bank.
AeroLeads has found 1 phone signal(s) with area code 416 for Marco Consoli, Cfp at RBC Bank.
Marco Consoli, Cfp is based in Markham, Ontario, Canada while working with RBC Bank.
Marco Consoli, Cfp has worked for Rbc Bank, Alterna Savings, Alterna Savings Credit Union, Td Waterhouse, and Mackenzie Investments.
Marco Consoli, Cfp's colleagues at RBC Bank include Chrys Morgan, Shana Calhoun, Michael Theobalds, Tabassum Ramhendar, and Bernard Crevier.
You can use AeroLeads to view verified contact signals for Marco Consoli, Cfp at RBC Bank, including work email, phone, and LinkedIn data when available.
Marco Consoli, Cfp holds Cfp, Financial Planning And Services from Fpsc Institute.
Marco Consoli, Cfp is listed with skills including Leadership, Portfolio Management, Strategic Financial Planning, Management, Strategic Financial, Consulting, Microsoft Excel, and Investments.
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