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Annie Bordeleau

Directrice régionale, Est du Canada - Banque Privée Première

Work history

  • Services financiers RBC Gestion de patrimoine inc.

    Directrice régionale, Est du Canada - Banque Privée PremièreCurrent (almost 7 years)
  • RBC Banque Royale

    Directrice et Leader de marché - Services bancaires aux particuliers et aux entreprisesSep 2015 - Jul 2018 (almost 3 years)
  • Odace Espace coaching

    Coaching de gestion et en Leadership - Coach certifié (ACC) et LeaderOct 2011 - Aug 2015 (almost 4 years)
  • La Capitale

    Accompagnement en gestion et développement organisationnel - Capital humainApr 2011 - Oct 2011 (6 months)
  • CGI

    Consultante en gestion des organisations - Stratégie et Performance organisationnelleFeb 2007 - Mar 2011 (about 4 years)
  • RBC

    Conseiller financier et gestionnaire d'équipe ( Trust Royal, Banque Royale, Centre de fin. auto RBC)Jul 1987 - Dec 2001 (over 14 years)
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RBC Wealth Management Financial Services Inc.financial services · 250 employees · Toronto, Canada

Description

Getting To Know Us Simply put, you deserve to Get The Most Out Of Life® - this is why we exist. As a team of passionately dedicated professionals, we want to do all we can to help you live the way you want to. Our vision is that every client-facing professional in Canada will value the crucial role insurance advice plays in their clients' wealth management plan. It's important that you get the best advice, service and assistance possible. That's why we stand behind our mission; we champion life, living benefits and retirement solutions to our advisors, their clients and throughout the Canadian Financial Services industry. As the leading provider of insurance solutions in Canadian wealth management: - We are a business integrated with the most comprehensive wealth management organization in Canada. - We are a team of more than 100 highly-qualified professionals committed to your success. - Our clients have entrusted us with more than $57 billion of insurance estate benefit coverage under management, $1 billion of segregated fund assets and growing. Our values represent our key principles, which we proudly stand behind: - Collaboration – we partner with the best internal and external resources in the Financial Services Industry - Accountability –our actions always match our clients' best interests - Diligence – we are committed to our proven processes Our character – is our voice: - Sincere – we are genuine and driven by client concerns - Confident – we have energetic, creative and experienced resources - Dedicated – we do everything to find a solution for your needs Are you getting the most out of life? We know that the most important factor is our ability to add value and it comes down to one thing: our relationships. We are passionately dedicated to helping you build your wealth and live the way you want to.

Company phone+18007692535

Company websiterbcwealthmanagementfinancialservices.com

LocationToronto, Ontario, Canada, 155 Wellington St W

Industryfinancial services

Employees250

LinkedInlinkedin.com/company/rbc-wealth-management-financial-services

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Keywords
wealth management
life insurance
living benefits insurance
retirement solutions
estate planning
financial planning
retirement planning
high net worth
corporate solutions
financial services
annuities
segregated funds
business solutions

Employee trends

This chart shows the total number of employees over time.

0.6%
6 Month Growth
0.0%
1 Year Growth
2.4%
2 Year Growth
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