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Nicole York-Joly

Nicole York-Joly

Followers of Nicole York-Joly917 followers
location of Nicole York-JolySherwood Park, Alberta, Canada

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  • Timeline

  • About me

    Private Banker RBC Wealth Management Royal Bank of Canada, Royal Mutual Funds Inc

  • Education

    • Father Patrick Mercredi Catholic High School

      1985 - 1989
      Matricilation High School Diploma

    • University of Alberta

      1989 - 1994
      Bachelor of Arts (B.A.) English Language and Literature, General

      Activities and Societies: Pi Beta Phi Fraternity

  • Experience

    • RBC Royal Bank

      Nov 1996 - Mar 2015

      • Financial Planner

        Mar 2005 - Mar 2015

      • Financial Advisor

        Jun 2003 - Mar 2005

      • Client Advisor

        Nov 1996 - Jun 2003

    • RBC

      Mar 2015 - now
      Private Banker, RBC Wealth Management- Private Banking

    • RBC Wealth Management

      Mar 2015 - now
      Private Banker

  • Licenses & Certifications

    • Personal Financial Planning PFP

      Canadian Securities Institute

    • Certified Financial Planner (CFP)

      FP Canada
      Feb 2021

    • Elder Planning Counselor Designation

      Canadian Initiative for Elder Planning Studies
      Mar 2025