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Roger Lam

272 followers

Greater Vancouver Metropolitan Area

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Timeline
About me
Licensed Mortgage Broker
Education
- Canadian Securities Institute
  2013 - 2013
  IFIC Investments and Securities
  Investment funds certified
- British Columbia Institute of Technology
  2002 - 2005
- UBC Sauder School of Business
  2008 - 2010
Experience
- Rogers Communications
  Jan 2005 - Apr 2008
  - Store Manager
    Feb 2007 - Apr 2008
  - Sales Representative
    Jan 2005 - Feb 2007
- Shaw Communications
  Jun 2008 - Jul 2011
  Account Manager
- TD
  Jul 2011 - May 2017
  - Financial Services Representative
    Sept 2013 - May 2017
  - Customer Service Representative
    Jul 2011 - Aug 2013
- Coast Capital Savings
  Jul 2017 - Jan 2019
  Relationship Manager
- CIBC
  Mar 2019 - Feb 2020
  Financial Advisor, Business
- Scotiabank
  Feb 2020 - Jun 2021
  Senior Financial Advisor
- True North Mortgage
  Jun 2021 - Sept 2022
  Mortgage Broker
- Citadel Mortgages
  Feb 2023 - now
  Mortgage Advisor
Licenses & Certifications
- Certificate in Financial Services Advice
  Canadian Securities Institute
  Feb 2021
  View certificate
- Mortgage Brokers, Bankers And Agents
  BC Financial Services Authority
  Mar 2022

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