Overview

For the past 10 years I have been working on the trading desk for a large Canadian bank in a Sales role. Previously I have worked in both Full Service and Discount brokerages in various client facing roles.

I am looking at making a shift from the trading desk to wealth management, specifically partnering with an Adviser who is looking to transition their practice.

I am licensed by IIROC as an RR w/options and have been in the capital markets industry for 15 years. I also consulted on the Canadian Securities Institute Fixed Income course.

I understand that my compensation will likely take a hit in the short term, but I am confident in my economic and capital markets knowledge base, combined with a strong sales performance record, will lead to success.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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