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Megan McCormack

Megan McCormack

Investment Representative

Followers of Megan McCormack485 followers
location of Megan McCormackToronto, Ontario, Canada

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  • Timeline

  • About me

    Director, New Advisor Training & Performance Coach at RBC Wealth Management Canada

  • Education

    • Seneca College

      2015 - 2018
      Business

  • Experience

    • National Bank Financial

      Feb 2004 - Feb 2006
      Investment Representative

    • BMO Nesbitt Burns

      Feb 2006 - Jan 2009
      Investment Representative

    • Scotiabank

      Jan 2009 - Jul 2016
      Senior Associate

    • RBC Dominion Securities

      Jul 2016 - Feb 2023

      Responsible for providing the information, resources and best practices needed to establish, maintain and continually grow a successful advisory practice to the New Investment Advisors at RBC Dominion Securities.

      • Senior Manager, New Investment Advisor Training

        Feb 2021 - Feb 2023

      • Manager, New Investment Advisor Training

        Sept 2019 - Feb 2021

      • Lead Task Training Specialist, Business Application Specialist

        Feb 2019 - Sept 2019

      • Business Application Specialist

        Dec 2017 - Sept 2019

      • Associate Advisor

        Jul 2016 - Dec 2017

    • RBC Wealth Management

      Feb 2023 - now
      Director, New Advisor Training & Performance Coach

  • Licenses & Certifications

    • Canadian Securities Course

    • Conduct and Practices Handbook

    • Wealth Management Essentials