Sean Urquhart

Sean Urquhart Email and Phone Number

Financial Planner, RBC @ RBC
toronto, ontario, canada
Sean Urquhart's Location
Canada, Canada
Sean Urquhart's Contact Details

Sean Urquhart work email

Sean Urquhart personal email

About Sean Urquhart

Experienced Financial Planner with a demonstrated history of working in the banking industry. Skilled in Securities, Commercial Banking, Investment Strategies, Retirement Planning, and Investment Advisory. Strong finance professional with a Bachelor of Commerce (B.Com.) focused in Management Economics for Industry Finance from University of Guelph.

Sean Urquhart's Current Company Details
RBC

Rbc

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Financial Planner, RBC
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Sean Urquhart Work Experience Details
  • Rbc
    Financial Planner
    Rbc Jul 2015 - Present
    2460 Winston Churchill Blvd. Oakville
    An accredited professional, providing integrated financial planning and expert advice to a portfolio of high-value clients. Focusing on a number of wealth management areas including investment, tax, risk and estate planning. Proactively working in a digital environment to meet and assist individuals.
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  • Rbc
    Senior Account Manager, Intern Financial Planner
    Rbc Oct 2013 - Jun 2015
    Oakville, Ontario
    Each individuals situation is unique. I work with clients to help them accomplish their financial goals and dreams. Starting within gaining an understanding or what is important to you. Identify what your unique personal financial goals are. Using RBC vast resources and partners we will create a financial strategy specifically for you and make recommendations to put your strategy into action.
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  • Rbc
    Account Manager
    Rbc Jun 2012 - Oct 2013
    Oakville, Ontario
    Working with clients to help in accomplishing their financial goals. Assisting clients with all their banking, while bringing in experienced partners for advanced needs and strategy.
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  • Dundee Wealth Management
    Associate Advisor
    Dundee Wealth Management Feb 2012 - Jun 2012
    Generate new clients for independant wealth management firm. Assist Senior Advisors in maintaining and growing existing book of business.
  • Manulife Securities
    Financial Advisor Associate
    Manulife Securities May 2011 - May 2012
    Assisting Advisors with maintaing existing clients. Prospect new clients and grow business.
    View

Sean Urquhart Skills

Investment Strategies Investments Strategic Financial Planning Portfolio Management Retirement Planning Financial Analysis Wealth Management Investment Advisory Mutual Funds Retirement Saving For Education Financial Advisory Mortgage Lending Wealth Management Services Wealth Credit Loans Finance Retail Banking Financial Risk Residential Mortgages Risk Management Cash Management Financial Services Securities Relationship Management Commercial Banking Financial Planning

Sean Urquhart Education Details

Frequently Asked Questions about Sean Urquhart

What company does Sean Urquhart work for?

Sean Urquhart works for Rbc

What is Sean Urquhart's role at the current company?

Sean Urquhart's current role is Financial Planner, RBC.

What is Sean Urquhart's email address?

Sean Urquhart's email address is se****@****ail.com

What schools did Sean Urquhart attend?

Sean Urquhart attended University Of Guelph.

What skills is Sean Urquhart known for?

Sean Urquhart has skills like Investment Strategies, Investments, Strategic Financial Planning, Portfolio Management, Retirement Planning, Financial Analysis, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Saving For Education, Financial Advisory.

Who are Sean Urquhart's colleagues?

Sean Urquhart's colleagues are Ruth-Ann Bryce, Alexander Langevin, Rashmi Gupta, Twiggy Langille, Lamine Adjou, Sheida Nanton, Archie Telliyan.

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