Rodel Jr. (RJ) Suazon, CFP®, PFP®

Toronto, Ontario, Canada

790 followers

Timeline
About me
Financial Planner at Royal Bank of Canada, Royal Mutual Funds Inc.
Education
- Ryerson university
  2009 - 2014
  Bachelor’s degree business management certificate, business administration - finance
Experience
- Tuxedo royale
  Sept 2006 - Sept 2013
  Sales associate
- Td
  Jun 2013 - Jul 2015
  - Customer Account Specialist (Low/Medium Risk Collections)
    Dec 2014 - Jul 2015
  - Customer Service Representative
    Jun 2013 - Dec 2014
- Rbc
  Aug 2015 - now
  - Financial Planner
    Sept 2021 - now
  - Senior Financial Advisor
    May 2018 - Sept 2021
  - Account Manager
    Aug 2015 - Apr 2018
Licenses & Certifications
- Investment funds in canada course (ifc)
  Canadian securities institute (csi)
  Feb 2015
- Certified financial planner® (cfp®)
  Fp canada
  Oct 2024
- Personal financial planner (pfp®) designation
  Canadian securities institute (csi)
  Oct 2020
Volunteer Experience
- RBC's Millennial Project
  Issued by RBC on May 2016
  Associated with Rodel Jr. (RJ) Suazon, CFP®, PFP®

Rodel jr. (rj) suazon, cfp®, pfp®