Financial Advisor Associate
Current
Nov 2023 - Present
AeroLeads people directory · profile
Robert Lambert Email & Phone Number
Financial Advisor Associate - Servus Credit Union
at
Servus Credit Union
1 work email found
@bmo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Advisor Associate - Servus Credit Union
Location
Calgary, Alberta, Canada
Company size
Who is Robert Lambert? Overview
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Quick answer
Robert Lambert is listed as Financial Advisor Associate - Servus Credit Union at Servus Credit Union, a company with 1524 employees, based in Calgary, Alberta, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for Robert Lambert.
Robert Lambert previously worked as Financial Advisor Associate at Servus Credit Union and Investment Specialist at Bmo Wealth Management - Canada. Robert Lambert holds Bachelor Of Management - With Distinction, Finance, Gpa 3.53 from Dhillon School Of Business At The University Of Lethbridge.
Company email context
Email format at Servus Credit Union
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{first}.{last}@bmo.com
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AeroLeads found 1 current-domain work email signal for Robert Lambert. Compare company email patterns before reaching out.
Profile bio
About Robert Lambert
Relentless advocate for higher education. I love learning new things everyday so I can make a bigger impact in the years to come. I am firm believer in prudent financial planning which comes from continuing education. My objective is to be an advocate for finance to help those with less knowledge to be financially successful. Knowledge is power and power is knowledge. Never stay complacent.
Current workplace
Robert Lambert's current company
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Servus Credit Union
8 roles
Robert Lambert work experience
A career timeline built from the work history available for this profile.
Investment Specialist
Proud to support BMO Investorlines self directed brokerage and its customers. My goal is to provide professional customer service accompanied by thorough order execution.
Oct 2022 - Nov 2023
Financial Advisor
I provide top tier customer service that allows me to grow strong relationships with my clients. I am committed to giving my clients quality advice which helps them acheive their goals in life whether it be saving for a wedding, their next vehicle, retirement, or making the largest purchase of their life, their dream home. I love my job and I am here to.
Jul 2022 - Oct 2022
Personal Banker Associate
- Personal Banking- Retail Lending - Mutual Funds- Estate Services- Online Banking
Nov 2021 - Jul 2022
Personal Banker Associate
Previously, I worked as a Personal Banker Associate in Taber, Alberta. My responsibilities entailed conducting investment reviews, making investment recommendations such as term and mutual fund investments, opening personal deposit accounts, opening small business accounts, recommending credit cards for both personal and commercial customers, presenting.
Jun 2020 - Aug 2021
Customer Service Representative
Oversaw basic financial transactions such as wire payments, bills payments, transfers, withdrawals, issuing bank drafts and money orders, verifying identity, placing stop payments, recommending savings accounts, booking appointments, making referrals to colleagues, and giving financial advice.
Mar 2019 - Jun 2020
Customer Service Representative
With CIBC I oversaw basic financial transactions and assisted with day-to-day operations. Some of my major achievements consist of acquiring several promoters that helped increase our branch's NPS score. Lastly, I was able to help onboard a new client who brought over $1 million in assets.
Jan 2019 - Mar 2019
Bar Waiter
Provided high quality customer service by following customers orders diligently. Helped track inventory, stock inventory, take payments, bartend, clean tables, expo, and follow AGLC protocols.
Apr 2015 - Oct 2018
Team & coworkers
Colleagues at Servus Credit Union
Other employees you can reach at servus.ca. View company contacts for 1524 employees →
JB
Josephine Battad
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
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TM
Tony Mathew
Colleague at Servus Credit UnionCanada, Canada
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SC
Sydoney Cato
Colleague at Servus Credit UnionEdmonton, Alberta, Canada, Canada
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SP
Susan Patteri
Colleague at Servus Credit UnionInnisfail, Alberta, Canada, Canada
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JC
James Cooke
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
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IF
Irene Friesen
Colleague at Servus Credit UnionDevon, Alberta, Canada, Canada
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SP
Stephanie Paige
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
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DG
Donovan Gemmell
Colleague at Servus Credit UnionSylvan Lake, Alberta, Canada, Canada
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AB
Ajay Bejavada
Colleague at Servus Credit UnionEdmonton, Alberta, Canada, Canada
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PP
Phil Pugh
Colleague at Servus Credit UnionRed Deer County, Alberta, Canada, Canada
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Josephine Battad
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
View →
TM
Tony Mathew
Colleague at Servus Credit UnionCanada, Canada
View →
SC
Sydoney Cato
Colleague at Servus Credit UnionEdmonton, Alberta, Canada, Canada
View →
SP
Susan Patteri
Colleague at Servus Credit UnionInnisfail, Alberta, Canada, Canada
View →
JC
James Cooke
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
View →
IF
Irene Friesen
Colleague at Servus Credit UnionDevon, Alberta, Canada, Canada
View →
SP
Stephanie Paige
Colleague at Servus Credit UnionCalgary, Alberta, Canada, Canada
View →
DG
Donovan Gemmell
Colleague at Servus Credit UnionSylvan Lake, Alberta, Canada, Canada
View →
AB
Ajay Bejavada
Colleague at Servus Credit UnionEdmonton, Alberta, Canada, Canada
View →
PP
Phil Pugh
Colleague at Servus Credit UnionRed Deer County, Alberta, Canada, Canada
View →
2 education records
Robert Lambert education
Bachelor Of Management - With Distinction, Finance, Gpa 3.53
Diploma In Business Administration With Honors, Finance, General, Gpa 3.7
FAQ
Frequently asked questions about Robert Lambert
Quick answers generated from the profile data available on this page.
What company does Robert Lambert work for?
Robert Lambert works for Servus Credit Union.
What is Robert Lambert's role at Servus Credit Union?
Robert Lambert is listed as Financial Advisor Associate - Servus Credit Union at Servus Credit Union.
What is Robert Lambert's email address?
AeroLeads has found 1 work email signal at @bmo.com for Robert Lambert at Servus Credit Union.
Where is Robert Lambert based?
Robert Lambert is based in Calgary, Alberta, Canada while working with Servus Credit Union.
What companies has Robert Lambert worked for?
Robert Lambert has worked for Servus Credit Union, Bmo Wealth Management - Canada, Td, Bmo Financial Group, and Cibc.
Who are Robert Lambert's colleagues at Servus Credit Union?
Robert Lambert's colleagues at Servus Credit Union include Josephine Battad, Tony Mathew, Sydoney Cato, Susan Patteri, and James Cooke.
How can I contact Robert Lambert?
You can use AeroLeads to view verified contact signals for Robert Lambert at Servus Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Robert Lambert attend?
Robert Lambert holds Bachelor Of Management - With Distinction, Finance, Gpa 3.53 from Dhillon School Of Business At The University Of Lethbridge.
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