RBC Action Direct
RBC Direct Investing is the brokerage division of the Royal Bank of Canada. Founded: 1989 Parent organization: Royal Bank Holding Inc.
RBC Action Direct List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Action Direct. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RBC Action Direct Employees
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
HSBC June 2012 - Present
HSBC InvestDirect, Business Initiatives & Planning June 2007 - June 2012
HSBC InvestDirect September 2006 - June 2007
HSBC InvestDirect April 2004 - September 2006
HSBC InvestDirect January 2001 - April 2004
HSBC InvestDirect August 1999 - January 2001
Corporate Planning Associates 1998 - 1999
RBC Action Direct 1996 - 1998
Skills
Financial Services, Risk Management, Business Analysis, Portfolio Management, SDLC, Wealth Management, Business Process, Business Process..., Leadership, Project Management
Education
Concordia University
BSc.
RBC January 2013 - Present
BMO InvestorLine January 2010 - November 2012
RipleyMak & Associates January 2003 - January 2010
RBC Royal Bank 2001 - 2003
RBC Action Direct 1999 - 2001
RBC Action Direct 1993 - 1999
Skills
Sales Management, Investments, Investment Advisory, Direct Sales, Business Development, Business Planning, Executive Search, Recruiting, Compliance, Financial Services, Mortgage Lending, Mutual Funds, Sales, Wealth Management, Financial Planning, Coaching, Banking, Retail Banking, Retirement
Education
University of Calgary 1984 — 1988
Bachelor of Arts
Canadian Securities Institute,
RBC Direct Investing September 2011 - Present
RBC Dominion Securities November 2004 - September 2011
RBC Royal Bank 2003 - 2004
RBC Action Direct 1999 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Wealth Management, Equities
Education
The University of British Columbia 1991 — 1996
BA, Political Science
Magee 1986 — 1991
High School, High School
BMO 2012 - Present
CIBC 2011 - 2012
RBC, Group Risk Management 2006 - 2010
RBC, Head Office Finance 2004 - 2006
RBC, Group Risk Management 2003 - 2004
RBC, Corporate Treasury 2001 - 2003
RBC, Corporate Treasury 1999 - 2001
RBC Capital Markets 1997 - 1999
RBC, Trading Finance 1995 - 1997
RBC Action Direct 1994 - 1995
Skills
Structured Finance, Portfolio Management, Banking, Financial Risk, Risk Management, Mergers, Credit, Investments, Credit Analysis, Financial Analysis, Finance, Credit Risk, Capital Markets
Education
Global Association of Risk Professionals (GARP) 2011 — 2011
Financial Risk Manager (FRM), Risk Management
The University of Chicago - Booth School of Business 2003 — 2003
Alternative Risk Transfer Course, Insurance and Market Risk Mitigation
CFA Institute 1999 — 2001
CFA Charterholder, Investment Management, Finance
ACI, The Financial Markets Association 1998 — 1998
ACI Diploma (with merit), Market Risk Managemant
University of Manitoba 1981 — 1986
B. Comm, Accounting & Finance
University of Manitoba 1981 — 1986
B. Comm, Accounting, Finance
St. Paul's High School 1978 — 1981
CIBC Senior Business Systems AnalystRBCJune 2001 - May 2004
RBC Action Direct September 1997 - June 2001
Skills
Risk Management, Project Management, Banking, Business Requirements, Financial Modeling, Business Analysis, PMO, Investments, Project Portfolio..., Team Leadership, Requirements Gathering, Visio, Business Process..., Business Strategy, SDLC, Financial Analysis
Education
Concordia University 1992 — 1995
B Comm, Accounting
William H Walsh Elementary School
Sailing Vessel Nordic Belle II May 2015 - Present
TriAct Canada Marketplace LP June 2006 - May 2015
Canadian Securities Institute May 2009 - June 2011
ITG Canada Corp. June 2006 - September 2010
RBC Capital Markets September 2001 - May 2006
Bank of America May 2000 - September 2001
BMO Nesbitt Burns May 1997 - May 2000
RBC Action Direct 1993 - 1997
RBC 1992 - 1993
Skills
Market Structure, Trading Systems, Equities, Capital Markets, Trading, Derivatives, Equity Trading, Investments, Securities, Electronic Trading, Financial Markets, Smart Order Routing, Options, Fixed Income, Hedge Funds, FX, Risk Management, Compliance, Investment Banking, Equity Derivatives, Market Data, Banking, Commodities, Business Strategy, Proprietary Trading, Strategic Planning, Product Management, New Business Development, Corporate Governance, Securities Regulation, ETFs, Trading Technology, Wealth Management, Low Latency, Trading Strategies, Mutual Funds, Series 7, FINRA, AML, Asset Management, Investment Management, Bonds, Series 63, Financial Services, Credit, Structured Products, Alternative Investments
Education
University of Toronto - Rotman School of Management 2014 — 2015
ICD.D
Carleton University 1988 — 1992
B.Comm Honours
rbc November 2006 - Present
RBC Royal Bank November 2006 - Present
RBC action direct January 2000 - October 2002
Montreal Stock Exchange May 1998 - January 2000
Skills
Mortgage Lending, Refinance, Lines Of Credit, Home Equity Lines of..., Loans, Credit, Home Equity, Credit Analysis, Banking, Certified Mortgage..., Construction Loans, Retail Banking, Consumer Lending, Mortgage Banking, Credit Risk, Customer Service, Investments
Education
Concordia Univeristy 1994 — 1998
Bachelor of Arts (BA), Major Economics
CEGEP - John Abbott College 1992 — 1993