aaron phui

aaron phui

3targets

About

Financial Advisor - Investment & Retirement Planning

Country

canada

City

calgary

Industry

banking

Skill

relationship management, wealth management, project management, bonds, certified financial planner, financial planning, sales management, investment management, canadian securities course, pension funds, credit risk and analysis, banking, finance, epc, project control, budgeting, forecasting, cost variance analysis, progress monitoring, treasury, management, business analysis, risk management, mutual funds, financial analysis, portfolio management, investments, team leadership, financial services, customer service, credit

Experience

calgary alberta canada

3targets

calgary alberta canada

scotiabank

financial advisor - investment and retirement planning

scotiabank

2018-5 - 2020-2 · 1 yr 10 mos
rbc investor & treasury services

client manager

rbc investor & treasury services

2008-9 - 2013-10 · 5 yrs 2 mos
bmo financial group

financial planner

bmo financial group

2007-7 - 2008-9 · 1 yr 3 mos
cibc

financial advisor

cibc

1998-5 - 2007-6 · 9 yrs 2 mos
gemini corporation

project controls

gemini corporation

2013-10 - 2015-4 · 1 yr 7 mos
canadian western bank

senior account manager

canadian western bank

2015-5 - 2018-4 · 3 yrs

Canadian Western Bank offers a full range of business and personal banking services across the four western provinces and is the largest publicly traded Canadian bank headquartered in Western Canada. CWB and its subsidiaries, together known as CWB Group, offer a diversified range of financial services in banking, trust services and wealth management. Known for our great personal service and award-winning culture, we employ more than 2,000 people in more than 50 communities across Canada.Building trust with clients is key to our unique brand of personal service. We'll take the time to understand your goals and aspirations so we can ensure you get the support, guidance and service you need to be successful. Count on us to share your sense of urgency, deliver on our promises and offer common-sense solutions that meet your financial services needs. Our service promise is rooted in our genuine care for our clients' success. We approach every client relationship as a partnership – when you succeed, we do too.

Education

crescent heights high school

crescent heights high school

university of calgary

university of calgary

economics

1990-1 - 1995-1 · 5 yrs 1 mo

aaron phui's Contact Information

Email

******@***.com

Phone

(**) *** ****

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