Regional Manager Wealth Solutions@ Vancity
Canada
Graham Aldrich, CFP
GET FULL PROFILE 
The University of British Columbia
Real-Time AI Research
FlashIntel GPT
Tell me more about Graham Aldrich, CFP?
FlashIntel GPTGraham Aldrich, CFP is a highly experienced leader with over 20 years of financial services experience. He specializes in lending and investment advice, branch operations, and employee development. Graham has worked at Vancity in Canada as a Regional Manager Wealth Solutions and Branch Manager, focusing on financial planning. He also has experience as a Member Service Manager and Financial Services Advisor at Vancity. Graham's skills include banking, financial services, retail banking, credit, leadership, mortgage lending, and strategic financial planning. He is based in Vancouver, British Columbia, Canada.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Leader with over 20 years of financial services experience focusing on lending and investment advice, branch operations and employee development. Specialties: Lending, Investments, Financial Planning.
Work Experience
Regional Manager Wealth Solutions
Regional Manager Wealth Solutions
Member Service Manager
Financial Services Advisor
Financial Services
Graham Aldrich, CFP's Professional Milestones
- Member Service Manager (2002-05-01~2003-08-01): Increasing member satisfaction through strategic planning and implementation of effective customer service strategies.
- Branch Manager (2011-10-01~2018-02-01): Expanding market presence through strategic planning and effective team management.
Education
Economics
1993-1997Skill
Banking
Financial Services
Retail Banking
Credit
Leadership
Mortgage Lending
Branch Banking
Residential Mortgages
Financial Planning
Accounting
Strategic Financial Planning
Auditing
Credit Analysis
Risk Management
Commercial Banking
Consumer Lending
Credit Unions
Sales
Budgets
Commercial Mortgages
Employee Engagement
Financial Analysis
Lines Of Credit
Wealth Management
Portfolio Management
Certification
Colleagues
Nezihe Aquino
Interim Chief Executive Officer
Tamara Shoup
Executive Coordinator | Vice President Government Relations And Public Affairs | Advisor To Chief Executive Officer
Tamara Vrooman
ceo at vancity
Nezihe Aquino
Interim Chief Executive Officer
Gemma Konopa
Manager | Office of the Chief Executive Officer
Other Named Graham Aldrich, CFP
Frequently asked questions
We found 3 Graham Aldrich, CFP's email addresses
We found 2 Graham Aldrich, CFP's phone numbers
Graham Aldrich, CFP works for Vancity
Graham Aldrich, CFP's role in Vancity is Regional Manager Wealth Solutions
Graham Aldrich, CFP works in the industry of Financial Services
Graham Aldrich, CFP's colleagues are Nezihe Aquino,Tamara Shoup,Tamara Vrooman
Graham Aldrich, CFP's latest job experience is Regional Manager Wealth Solutions at Vancity
Graham Aldrich, CFP's latest education in The University of British Columbia
