Ian McFarlane

Service Technician

547 followers

Calgary, Alberta, Canada

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Timeline
About me
Manager, Associates in Financial Planning
Education
- Centennial High School
  2004 - 2007
- Mount Royal University
  2007 - 2008
  Computer Science
  Completed one year of the Computer Science Degree. Attending various business / management related classes, along with with main degree related classes.
Experience
- Shaw Communications
  Mar 2010 - Nov 2012
  Service Technician
  A front line representative for Shaw performing installations, troubleshooting / diagnosing of complex problems associated with all three services that Shaw provides. Activities include self- management of my schedule, managing client expectations, resolving all technical problems in an efficient and courteous manner.
- TD
  Nov 2012 - Jun 2015
  - Financial Advisor
    Mar 2014 - Jun 2015
  - Financial Services Representative
    Nov 2012 - Mar 2014
- RBC
  Jun 2015 - now
  - Manager, Associates in Financial Planning
    Mar 2022 - now
  - Branch Manager
    Nov 2018 - Mar 2022
  - Assistant Branch Manager
    Mar 2017 - Nov 2018
  - Manager, Client Care
    Jun 2015 - Mar 2017
Licenses & Certifications
- Branch Compliance Officer
  Canadian Securities Institute
  Apr 2017
- Personal Financial Services Advice
  Canadian Securities Institute
  Oct 2013
- Investment Funds in Canada
  Canadian Securities Institute
  Feb 2012
- Certificate In Advanced Financial Advice
  Canadian Securities Institute
  Feb 2022
- Financial Planning Level 1
  Canadian Securities Institute
  Jul 2014
- Certificate in Financial Services Advice
  Canadian Securities Institute
  Jul 2014
  View certificate