ignazio farinelli
financial planner
About
Financial Planner at RBC Wealth Management
canada
montréal
financial services
commercial banking, sales management, wealth management, sales, portfolio management, finance, credit, mortgage lending, investments, mutual funds, retirement planning, financial advisory, strategic financial planning
Experience
senior account manager
rbc
* Grew portfolio of assets by providing financial advice to clients * Developed and implemented new sales and marketing strategies to increase * funds and acquire new funds * Exceeded all sales objectives
financial planner
rbc wealth management
* Provide the highest quality of financial advice and planning * Generate sales of financial assets through pro-active calls, RBC referrals * and C.O.I * Responsible for selected regions of RBC Royal Bank branches * Establish and maintain relationships within RBC Financial Group * RBC Dominion Securities, RBC Business Banking etc.) * Rewarded several times to participate at RBC's annual conference for * top performers * Consistently exceeded all sales goals each year
Education
canadian securities institute
institut québécois de planification financière
concordia university
finance
ignazio farinelli's Contact Information
Phone
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