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Raymond Polnau

Raymond Polnau

Sales & Service Associate

Followers of Raymond Polnau337 followers
location of Raymond PolnauVancouver, British Columbia, Canada

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  • Timeline

  • About me

    Financial Advisor at TD

  • Education

    • Capilano University

      1998 - 2002
      Bachelor of Business Administration (BBA) Business Administration and Management, General

  • Experience

    • ING DIRECT (ING Bank of Canada)

      Jan 2002 - Jan 2007
      Sales & Service Associate

      Providing sales and service support, opening new accounts and promoting the brand to Canadians.

    • BMO

      Jan 2007 - Jan 2010
      Financial Services Manager

      Development and maintenance of client relationships including all types of investments and lending.

    • RBC

      Jul 2010 - Oct 2013
      Account Manager

    • HSBC

      Oct 2013 - Aug 2016
      Premier Relationship Manager

    • CIBC

      Sept 2016 - Jul 2017
      Senior Financial Services Representative

    • TD

      Jul 2017 - now
      Financial Advisor

      Dedication to the development and maintenance of client relationships including all types of investments and lending.

  • Licenses & Certifications

    • Investment Funds In Canada

      Canadian Securities Institute (CSI)

    • Wealth Management Essentials

      Canadian Securities Institute (CSI)

    • Canadian Securities Course

      Canadian Securities Institute (CSI)