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Shreya Joshi

Shreya joshi

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location of Shreya JoshiSurrey, British Columbia, Canada
Phone number of Shreya Joshi+91 xxxx xxxxx
Followers of Shreya Joshi1000 followers

  • Timeline

    Sept 2019 - Jul 2024

    Financial Advisor

    RBC
    Langley, British Columbia, Canada
    Current Company
    Jul 2024 - now

    Manager, Credit Structures

    RBC Wealth Management – Private Banking

  • About me

    Manager, Credit Structures at RBC Wealth Management

  • Education

    • Guru nanak dev university

      2013 - 2016
      Bachelor of commerce - bcom

    • Langara college

      2017 - 2019
      Accounting

  • Experience

    • Rbc

      Sept 2019 - Jul 2024

      • Financial Advisor

        Apr 2022 - Jul 2024

      • Banking Advisor

        Mar 2021 - Apr 2022

      • Client Advisor

        Sept 2019 - Mar 2021

    • Rbc wealth management – private banking

      Jul 2024 - now
      Manager, credit structures

  • Licenses & Certifications

    • Personal financial services advice

      Canadian securities institute
      Jan 2022

    • Investment funds in canada

      Ifse institute
      Sept 2020

    • Financial planning 1

      Canadian securities institute
      Mar 2022

    • Certificate in financial services advice

      Canadian securities institute
      Aug 2023
      View certificate certificate

    • Emergency first aid for industry (ofa level 1 equivalent)

      St. john ambulance canada | ambulance saint-jean
      Apr 2021