Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jane MacKichan

Alliston,ON

Summary

Experienced with financial analysis, investment strategies, and client relationship management. Utilizes comprehensive financial planning techniques to optimize client portfolios. Strong understanding of risk management and regulatory compliance.

Overview

38
38
years of professional experience

Work History

Financial Planner

RBC Royal Bank
09.2008 - 01.2024
  • Developed comprehensive financial plans tailored to client needs and goals.
  • Analyzed market trends to provide informed investment recommendations.
  • Guided clients in asset allocation strategies to optimize portfolio performance.
  • Cultivated long-term relationships with clients through regular follow-ups and consultations.

Licensed Mortgage Broker

Mortgage Alliance
05.2004 - 05.2008

Financial Advisor

TD Bank
05.1986 - 04.2008
  • Led financial planning initiatives, enhancing client portfolio performance.
  • Mentored junior advisors, improving team productivity and expertise.
  • Developed strategic investment plans tailored to individual client needs.
  • Collaborated with stakeholders to optimize financial strategies and outcomes.

Education

CSI - Financial

TCI
09-2018

Skills

  • Leadership qualities
  • Teamwork orientation
  • Client relationship development
  • Cash flow management

Timeline

Financial Planner

RBC Royal Bank
09.2008 - 01.2024

Licensed Mortgage Broker

Mortgage Alliance
05.2004 - 05.2008

Financial Advisor

TD Bank
05.1986 - 04.2008

CSI - Financial

TCI

Similar Profiles

CREATE PROFILE
Jane MacKichan