Scott Wilson, Cim®

Scott Wilson, Cim® Email and Phone Number

Portfolio Management Assistant @ RBC PH&N Investment Counsel
Calgary, AB, CA
Scott Wilson, Cim®'s Location
Calgary, Alberta, Canada, Canada
About Scott Wilson, Cim®

Scott graduated as an Economics and Political Science student at Western University, previously acting as the Associate Vice President, Projects for Western’s University Students’ Council. This role saw Scott leading and assuming responsibility for all advocacy campaigns, projects and events on campus. Responsibilities ranged from project management to effective intra-office collaboration to event planning and development of innovative outreach strategies. In this role, Scott represented the voice of over 25,000 undergraduate students in ongoing advocacy initiatives and demonstrates that he is a leader in shaping the undergraduate student experience of Western students. In July of 2017, Scott co-founded a non-profit organization called Open Arms and now acts as Executive Director. With a growing team and a continued focus on reducing national mental health stigma around youth, Open Arms is now represented on three major university and high school campuses nation-wide. Open Arms continues to see growth and more effective and innovative ways to begin national conversations. By the end of Open Arms’ second year, the team hopes to achieve tangible progress and expand presence nation-wide. Scott’s involvement with NPO’s demonstrates his passion for community betterment and national issues surrounding youth.In finance, Scott gained valuable experience and insightful opportunities during the summers of 2018 and 2019 at RBC PH&N. Working with different intra-office teams allowed for a diverse range of projects and responsibilities. Throughout the summer, responsibilities were both client-facing and administratively focused. This experience helped develop an already existing passion in finance and advance future career goals.

Scott Wilson, Cim®'s Current Company Details
RBC PH&N Investment Counsel

Rbc Ph&N Investment Counsel

View
Portfolio Management Assistant
Calgary, AB, CA
Website:
rbcphnic.com
Employees:
415
Scott Wilson, Cim® Work Experience Details
  • Rbc Ph&N Investment Counsel
    Portfolio Management Assistant
    Rbc Ph&N Investment Counsel
    Calgary, Ab, Ca
  • Rbc Ph&N Investment Counsel
    Private Client Associate
    Rbc Ph&N Investment Counsel Feb 2022 - Present
    Calgary, Alberta, Canada
    Actively involved in; presentation preparation, developing intricate plans in diversification, consolidation, family and tax planning in wealth management, assisting and contributing to office management, offering proactive office solutions, assisting teams in achieving and exceeding compliance standards, and ensuring timely client communication.
  • Open Arms
    Co-Founder & Executive Director
    Open Arms Jul 2017 - Present
    Canada
    Open Arms is a Non-Profit Organization reaching out to Undergraduate and High School students across Canada. We hope to create and inspire incremental positive societal change and mental health awareness through one conversation at a time.With a growing team and a continued focus on reducing national mental health stigma around youth, Open Arms is now represented on three major university and high school campuses nation-wide. Open Arms continues to see growth and more effective and innovative ways to begin national conversations. By the end of Open Arms’ second year, the team hopes to achieve tangible progress and expand presence nation-wide.
  • Rbc Ph&N Investment Counsel
    Private Client Associate Intern
    Rbc Ph&N Investment Counsel May 2019 - Aug 2019
    Calgary, Alberta, Canada
    Gaining further valuable and rewarding experiences during the summer of 2019 at RBC PH&N.
  • University Students'​ Council At Western University
    Associate Vice President, Projects
    University Students'​ Council At Western University Jun 2018 - May 2019
    London, Canada Area
    At the University Students' Council (USC), our goal is to ensure an enhanced student experience on campus through effective decision making and engaging advocacy initiatives. The USC is one of London's largest Non-Profit corporations, engaging 60+ full-time staff, 300+ part-time staff, and 200+ volunteers. Through this role I support the USC Vice-President in their mandate to represent the interests of all undergraduate students at Western University.Ongoing responsibilities in the Associate role include:• Managing and communicating advocacy projects, events and initiatives affecting over 25,000 students. • Making tangible contributions to ongoing long-term advocacy projects.• Representing the undergraduate student body through various advocacy initiatives at the municipal, provincial and federal level.
  • Rbc Ph&N Investment Counsel
    Private Client Associate Intern
    Rbc Ph&N Investment Counsel May 2018 - Aug 2018
    Calgary, Canada Area
    Gained valuable and rewarding experiences during the summer of 2018 at RBC PH&N. Working with different intra-office teams allowed for a diverse range of projects and responsibilities. Throughout the summer, responsibilities were both client-facing and administratively focused. - Client-facing responsibilities offered opportunities to contribute to presentation preparation, develop intricate plans in diversification, consolidation, family and tax planning in wealth management and interact directly with Ultra High Net Worth clients daily. - Administrative responsibilities offered opportunities to assist and contribute to office management, offer proactive office solutions, assist teams in achieving and exceeding compliance standards, ensure timely client communication and directly assume deposits responsibility.
  • University Students'​ Council At Western University
    Advocacy Coordinator
    University Students'​ Council At Western University May 2017 - Apr 2018
    London, Canada Area
    Initiates campaigns that foster student engagement and generates awareness for a number of USC advocacy and research initiatives. These include, but are not limited to: academic affairs, student appeals, student experience, municipal affairs, OUSA and provincial affairs, and federal affairs. Acts as the project manager for each of these endeavours and as a leader and mentor for the team.
  • Altopartners
    Summer Research Assistant
    Altopartners May 2016 - Aug 2016
    Calgary, Canada Area
    Gained experience as a summer intern at AltoPartners; an executive search firm based in Calgary, AB. Responsibilities included comprehensive database compilation and management, strategic work on current searches and generating research on prospective clients and candidates.

Scott Wilson, Cim® Education Details

Frequently Asked Questions about Scott Wilson, Cim®

What company does Scott Wilson, Cim® work for?

Scott Wilson, Cim® works for Rbc Ph&n Investment Counsel

What is Scott Wilson, Cim®'s role at the current company?

Scott Wilson, Cim®'s current role is Portfolio Management Assistant.

What schools did Scott Wilson, Cim® attend?

Scott Wilson, Cim® attended Western University, Strathcona-Tweedsmuir School.

Who are Scott Wilson, Cim®'s colleagues?

Scott Wilson, Cim®'s colleagues are Scott Hildebrand, Cfa, Cfp, Pfp, Fma, Natasha Fauque, Cfa, Meenakshi Sharma, Jonathan Schrader, Cfa, Nour Akbi, Hajar Simmons, Jade Tang, Cfa.

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