
L M
@lm01
I build investment and retirement plans for clients, drawing on experience at RBC and BMO Financial Group.
What I'm looking for
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
Worked as Investment and Retirement Planner, Financial Planning at RBC.
Developed and managed financial plans for clients, focusing on investment and retirement strategies.
Worked as Investment Specialist at BMO Financial Group.
Worked as Banking Advisor at RBC.
Student Fundraiser- Annual Giving Society
Jan 2017 - Sep 2017 (8 months)
Worked as Student Fundraiser- Annual Giving Society at The University of British Columbia.
Worked as Intern at Strati Bailiff Services.
Worked as Sales Associate at Ecovolis.
Education
Degrees, certifications, and relevant coursework
The University of British Columbia
Bachelor of Arts - BA, Sociology
2013 - 2017
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
Availability
Location
Authorized to work in
Portfolio
leidenmuco.comSalary expectations
Social media
Job categories
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