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James Levac

James Levac

Marketing Consultant

Followers of James Levac329 followers
location of James LevacSt Albert, Alberta, Canada

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  • Timeline

  • About me

    Senior Financial Planner at TD

  • Education

    • Canadian Securities institution

      -
      CSC, cph, wme, fpsc

    • Northern Alberta Institute of Technology / NAIT

      2009 - 2013
      Bachelor of Business Administration (BBA) Finance, General

      Investments and corporate finance major

  • Experience

    • Legacy Enterprises

      Apr 2007 - Feb 2008
      Marketing Consultant

      Door to door sales as well as customer feedback for services.

    • The Brick

      Feb 2008 - May 2015
      Senior Distribution Operator

      Operating machinery, meeting quotas, managing time and schedules, working with a diverse group of people in a leadership role.

    • NAIT (Northern Alberta Institute of Technology)

      Sept 2009 - Apr 2013
      Finance Student

      Studied courses related to Finance, Accounting, and Marketing. Gained a strong understanding of market tendencies, Private Equity investment, Social Media Marketing, Taxation, Corporate finance and project management, as well as all courses required to challenge the CFP designation if chosen.

    • CIBC

      May 2013 - Jul 2019
      Financial Advisor

      IIROC licensed individual specialized in investment servicing and market linked GIC's. Servicing all quadrants of financial planning from first time home buyers to estate planning. Building relationships with clients, and helping them reach their financial dreams is a pride that i have. I have been able to show individuals what it takes to get into their first property, as well as show others how to reach their retirement goals.

    • TD

      Jul 2019 - now
      Financial Planner

  • Licenses & Certifications

    • Certified Financial Planner (CFP)

      FP Canada