Romeo Beaulieu
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Romeo Beaulieu Email & Phone Number

Advisor at Sun Life
Location: Stoney Creek, Ontario, Canada 5 work roles 4 schools
1 work email found @td.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@td.com
LinkedIn Profile matched
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Current company
Role
Advisor
Location
Stoney Creek, Ontario, Canada
Company size

Who is Romeo Beaulieu? Overview

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Quick answer

Romeo Beaulieu is listed as Advisor at Sun Life, a with 1505 employees, based in Stoney Creek, Ontario, Canada. AeroLeads shows a work email signal at td.com and a matched LinkedIn profile for Romeo Beaulieu.

Romeo Beaulieu previously worked as Financial Services Representative at Meridian Credit Union and Customer Experience Associate at Td. Romeo Beaulieu holds Bachelor Of Business Administration - Bba from Brock University.

Company email context

Email format at Sun Life

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{first}.{last}@td.com
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AeroLeads found 1 current-domain work email signal for Romeo Beaulieu. Compare company email patterns before reaching out.

Profile bio

About Romeo Beaulieu

Welcome to my LinkedIn profile! I am a dedicated and detail-oriented accounting and finance student with a strong foundation in retail banking operations. Currently pursuing a Bachelor's degree in Accounting and Finance from Brock University, I am passionate about leveraging my academic knowledge and practical experience to contribute effectively in the financial sector.Professional Journey:In my current role at Meridian Credit Union, I have gained valuable hands-on experience in customer relationship management, financial transactions, and compliance with banking regulations. This role has honed my skills in financial analysis, risk management, and the application of accounting principles within a banking environment.Academic Excellence:I am committed to academic excellence, by maintaining a high GPA. My coursework has equipped me with a solid understanding of financial reporting, auditing, and taxation, preparing me to tackle complex financial challenges in real-world settings.Key Skills: Financial Analysis: Proficient in analyzing financial statements and identifying key trends to support strategic decision-making. Customer Service: Skilled in delivering exceptional service to clients, ensuring satisfaction and fostering long-term relationships. Regulatory Compliance: Knowledgeable in adhering to banking regulations and internal policies to mitigate risks and ensure legal compliance.Future Goals:Looking ahead, I am eager to pursue opportunities to apply my accounting and finance skills to drive financial efficiency and contribute to organizational growth. I am particularly interested in exploring roles in financial advisory, corporate finance, or audit services, where my analytical mindset and practical experience can make a significant impact.Let's Connect:I am open to networking opportunities and exploring collaborations with professionals in the finance and accounting fields. Feel free to reach out to me if you are interested in discussing potential opportunities or sharing insights related to the financial industry.Thank you for visiting my profile. I look forward to connecting with you!

Current workplace

Romeo Beaulieu's current company

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Sun Life
Sun Life
Advisor
Hamilton, ON, CA
Website
Employees
1505
AeroLeads page
5 roles

Romeo Beaulieu work experience

A career timeline built from the work history available for this profile.

Financial Services Representative

Hamilton, Ontario, Canada

In my role as a Financial Services Representative, I’m focused on delivering an exceptional Member Experience by understanding and addressing the financial needs of our Members. My responsibilities include:Conducting front-line transactional services and fulfilling advisory sales such as new account openings, credit and deposit offerings, and wealth referrals.Providing tailored advice on investment and credit products to match Member needs, ensuring discretion and privacy at all times.

Customer Experience Associate

Td

Stoney Creek, Ontario, Canada

Assists customers with daily transactions including mortgage discharges, small business services, investment and mortgage questions, account openings, and training new staff. In addition to my duties, I was tasked with problem resolution regarding customer support, wire transfers, fraud activity, and cross-border banking

Apr 2021 - Oct 2024

Personal Banking Associate

Td

Stoney Creek, Ontario, Canada

I continued my duties as a customer experience associate while taking on more responsibilities such as account openings, credit applications, managing estate portfolios, opening direct investing accounts, GIC Investments, RRSP accounts, and being responsible for authorizing and overriding transactions

Dec 2021 - Jan 2023

Sales Associate

Burlington, Ontario, Canada

Sales associate at Hudsons Bay Mapleview in menswear and men's shoes. Interacted with customers daily, and consistently exceeded manager's and customer's expectations

Dec 2019 - Apr 2021
Team & coworkers

Colleagues at Sun Life

Other employees you can reach at meridiancu.ca. View company contacts for 1505 employees →

4 education records

Romeo Beaulieu education

Bachelor Of Business Administration - Bba

Currently completing my BBA at Brock University with a focus on accounting by taking classes like External Financial Reporting, Accounting.

Accounting

Completed various courses such as Financial Statement Concepts, Cost and Managerial Accounting, Advanced Excel for Business, and Business.

Business, Finance And Financial Management Services

Completed various courses such as Strategic Investment Planning, Risk and Estate Planning, Retirement Planning, and Behavioral Finance

Diploma Of Education, Canadian Investment Funds Course

Successfully completed and passed the IFSE Canadian Investment Funds Course and exam

FAQ

Frequently asked questions about Romeo Beaulieu

Quick answers generated from the profile data available on this page.

What company does Romeo Beaulieu work for?

Romeo Beaulieu works for Sun Life.

What is Romeo Beaulieu's role at Sun Life?

Romeo Beaulieu is listed as Advisor at Sun Life.

What is Romeo Beaulieu's email address?

AeroLeads has found 1 work email signal at @td.com for Romeo Beaulieu at Sun Life.

Where is Romeo Beaulieu based?

Romeo Beaulieu is based in Stoney Creek, Ontario, Canada while working with Sun Life.

What companies has Romeo Beaulieu worked for?

Romeo Beaulieu has worked for Sun Life, Meridian Credit Union, Td, and Hudson'S Bay.

Who are Romeo Beaulieu's colleagues at Sun Life?

Romeo Beaulieu's colleagues at Sun Life include Paul Bath, Gill Cuthbert, Michele Scivoletto, Cortni Stothers , Pfp®, Ris, Riac, Ripc, and Ashley Trottier.

How can I contact Romeo Beaulieu?

You can use AeroLeads to view verified contact signals for Romeo Beaulieu at Sun Life, including work email, phone, and LinkedIn data when available.

What schools did Romeo Beaulieu attend?

Romeo Beaulieu holds Bachelor Of Business Administration - Bba from Brock University.

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