Sandy MacDonald

Financial Planner, RBC at RBC
Canada

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Executive Summary

Sandy MacDonald is an Accredited Financial Planner with 23.8 years of experience in the banking industry. She has a strong background in business relationship management, risk management, customer service, and coaching. Sandy has worked at RBC in various roles, including Financial Planner, Branch Manager, and Manager of Client Care. She also has experience as a Sales Representative and a Financial Analyst. Sandy is skilled in financial services, credit, investments, mutual funds, and retail banking. She is based in Canada and holds a Human services diploma in Educational Specialties from NSCC.

Contact Information

Email
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Phone
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Current Workspace

RBC

Current

Financial Planner&Financial Planner&Branch Manager&Branch Manager&Manager Client Care&Manager, Client Care&Banking Advisor&Banking Advisor&Investment Advisor Representative&Investment Advisor Representative&Team Manager&Team Manager&Customer Service Representative&Customer Service Representative

Financial Planner

2018-07-01 -

Financial Planner

2018-07-01 -

Branch Manager

2015-08-01 - 2018-07-01

Branch Manager

2015-08-01 - 2018-07-01

Manager Client Care

2015-03-01 - 2015-08-01

Manager, Client Care

2015-03-01 - 2015-08-01

Banking Advisor

2014-06-01 - 2015-03-01

Banking Advisor

2014-06-01 - 2015-03-01

Investment Advisor Representative

2010-09-01 - 2014-06-01

Investment Advisor Representative

2010-09-01 - 2014-06-01

Team Manager

2002-01-01 - 2010-09-01

Team Manager

2002-01-01 - 2010-09-01

Customer Service Representative

2000-01-01 - 2002-09-01

Customer Service Representative

2000-01-01 - 2002-09-01

Professional Background

Personal Interests

Colleagues

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