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L MLM
Looking for a job

L M

@lm01

I build investment and retirement plans for clients, drawing on experience at RBC and BMO Financial Group.

Canada
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What I'm looking for

I'm looking to continue helping clients plan for investments and retirement through client-focused financial planning and advisory work.

I am a client-focused financial services professional with over eight years of experience at RBC Royal Bank and BMO Financial Group, working across investments, lending, portfolio management, and relationship management. Throughout my career, I have managed long-term client relationships, identified evolving needs, presented tailored solutions, and coordinated across teams to deliver a strong client experience. I am now looking to bring that experience into a technology-driven environment, with a particular interest in fintech, Web3, and customer success. I bring strong communication skills, commercial awareness, and a proven ability to build trust and develop lasting client relationships.

Experience

Work history, roles, and key accomplishments

RBC logoRB

Investment and Retirement Planner, Financial Planning

Apr 2023 - Oct 2025 (2 years 6 months)

Worked as Investment and Retirement Planner, Financial Planning at RBC.

BMO Financial Group logoBG

Investment Specialist

Nov 2021 - Apr 2023 (1 year 5 months)

Worked as Investment Specialist at BMO Financial Group.

RBC logoRB

Banking Advisor

Sep 2017 - Jul 2021 (3 years 10 months)

Worked as Banking Advisor at RBC.

The University of British Columbia logoTC

Student Fundraiser- Annual Giving Society

Jan 2017 - Sep 2017 (8 months)

Worked as Student Fundraiser- Annual Giving Society at The University of British Columbia.

Ecovolis logoEC

Sales Associate

Jun 2012 - Aug 2012 (2 months)

Worked as Sales Associate at Ecovolis.

Education

Degrees, certifications, and relevant coursework

TC

The University of British Columbia

Bachelor of Arts - BA, Sociology

2013 - 2017

The University of British Columbia logoTC

The University of British Columbia

Bachelor of Arts, Sociology

2013 - 2017

Pursued a Bachelor of Arts in Sociology at the University of British Columbia from 2013 to 2017.

Tech stack

Software and tools used professionally

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