Shelly Lall

Shelly Lall Email and Phone Number

Premier Banking Professional | Tailored Banking Needs for Wealth Management ,RBC Dominion Securities Clients. @ RBC
toronto, ontario, canada
Shelly Lall's Location
Concord, Ontario, Canada, Canada
About Shelly Lall

Shelly Lall is a Premier Banking Professional | Tailored Banking Needs for Wealth Management ,RBC Dominion Securities Clients. at RBC.

Shelly Lall's Current Company Details
RBC

Rbc

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Premier Banking Professional | Tailored Banking Needs for Wealth Management ,RBC Dominion Securities Clients.
toronto, ontario, canada
Website:
rbc.com
Employees:
79151
Shelly Lall Work Experience Details
  • Rbc
    Premier Account Manager
    Rbc Jan 2022 - Present
    Vaughan, Ontario, Canada
    I specialize in delivering comprehensive financial solutions to high net worth clients. I have a strong commitment to excellence and an understanding of wealth management which allows me to provide tailored advice to help clients achieve their financial goals
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  • Rbc
    Financial Advisor
    Rbc Aug 2014 - Jan 2022
    Focused on providing professional advice to clients in relation to complex credit solutions, personal banking, and other day to day banking needs. Collaborated with market leading professionals in financial planning, retirement planning, mortgages, and business banking.
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  • Rbc
    Banking Advisor
    Rbc Aug 2008 - Jul 2014
    First point of contact for clients looking for personal and business solutions. Educated clients with day to day banking solutions and proactively resolved client concerns immediately.
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  • Rbc
    Customer Service Specialist
    Rbc Aug 2001 - Jul 2008
    View

Shelly Lall Education Details

  • Canadian Securities Institute
    Canadian Securities Institute
    Financial Services Advice
  • Canadian Securities Institute
    Canadian Securities Institute
    Investment Funds In Canada

Frequently Asked Questions about Shelly Lall

What company does Shelly Lall work for?

Shelly Lall works for Rbc

What is Shelly Lall's role at the current company?

Shelly Lall's current role is Premier Banking Professional | Tailored Banking Needs for Wealth Management ,RBC Dominion Securities Clients..

What schools did Shelly Lall attend?

Shelly Lall attended Canadian Securities Institute, Canadian Securities Institute.

Who are Shelly Lall's colleagues?

Shelly Lall's colleagues are Lilian Rofail, Christina Patrick, Achi Jennifer Pestano, Aruna Aruna, Megan B, Jing Wu, Asuman Olgun.

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