Robert Lambert Email and Phone Number
Robert Lambert work email
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Robert Lambert personal email
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.
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Financial Advisor AssociateServus Credit Union Nov 2023 - Present -
Investment SpecialistBmo Wealth Management - Canada Oct 2022 - Nov 2023Calgary, Alberta, CanadaProud to support BMO Investorlines self directed brokerage and its customers. My goal is to provide professional customer service accompanied by thorough order execution. -
Financial AdvisorTd Jul 2022 - Oct 2022Calgary, Alberta, CanadaI 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 help. -
Personal Banker AssociateTd Nov 2021 - Jul 2022Calgary, Alberta, Canada- Personal Banking- Retail Lending - Mutual Funds- Estate Services- Online Banking
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Personal Banker AssociateBmo Financial Group Jun 2020 - Aug 2021Previously, 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 pre-approved offers to clients through leads, handling estates, assisting with online banking for personal and commercial customers, using Needs Navigator Planning Software, and helping with standard financial transactions. -
Customer Service RepresentativeBmo Financial Group Mar 2019 - Jun 2020Lethbridge, Alberta, CanadaOversaw 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.
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Customer Service RepresentativeCibc Jan 2019 - Mar 2019Lethbridge, Alberta, CanadaWith 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. -
Bar WaiterTony Roma'S Apr 2015 - Oct 2018Lethbridge, Alberta, CanadaProvided high quality customer service by following customers orders diligently. Helped track inventory, stock inventory, take payments, bartend, clean tables, expo, and follow AGLC protocols.
Robert Lambert Education Details
Frequently Asked Questions about Robert Lambert
What company does Robert Lambert work for?
Robert Lambert works for Servus Credit Union
What is Robert Lambert's role at the current company?
Robert Lambert's current role is Financial Advisor Associate - Servus Credit Union.
What is Robert Lambert's email address?
Robert Lambert's email address is ro****@****bmo.com
What schools did Robert Lambert attend?
Robert Lambert attended Dhillon School Of Business At The University Of Lethbridge, Lethbridge College.
Who are Robert Lambert's colleagues?
Robert Lambert's colleagues are Shaunna Rusaw, Sandeep Kawadkar, John Kevin Natividad, Alyson Schira, Nisha Gajjar, Denika Stewart, Joanne Kessir.
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Robert Lambert
Champion Of At-Risk, Vulnerable And Homeless Youth Empowering Them To Face Life'S Challenges And Achieve GoalsToronto, On -
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