Scott Wilson, Cim® Email and Phone Number
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.
Rbc Ph&N Investment Counsel
View- Website:
- rbcphnic.com
- Employees:
- 415
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Portfolio Management AssistantRbc Ph&N Investment CounselCalgary, Ab, Ca -
Private Client AssociateRbc Ph&N Investment Counsel Feb 2022 - PresentCalgary, Alberta, CanadaActively 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. -
Co-Founder & Executive DirectorOpen Arms Jul 2017 - PresentCanadaOpen 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. -
Private Client Associate InternRbc Ph&N Investment Counsel May 2019 - Aug 2019Calgary, Alberta, CanadaGaining further valuable and rewarding experiences during the summer of 2019 at RBC PH&N. -
Associate Vice President, ProjectsUniversity Students' Council At Western University Jun 2018 - May 2019London, Canada AreaAt 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. -
Private Client Associate InternRbc Ph&N Investment Counsel May 2018 - Aug 2018Calgary, Canada AreaGained 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. -
Advocacy CoordinatorUniversity Students' Council At Western University May 2017 - Apr 2018London, Canada AreaInitiates 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. -
Summer Research AssistantAltopartners May 2016 - Aug 2016Calgary, Canada AreaGained 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
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Minors In Political Science And Economics -
High School Diploma
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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Scott Angus Wilson, CFP, CIM, RPA
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