Financial Consultant@ IG Wealth Management
Etobicoke, Ontario, Canada
Robert Weller
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York University
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FlashIntel GPTRobert Weller is a highly experienced financial consultant with 24.4 years of work experience. He possesses a wide range of skills including salesforce.com, solution selling, strategic planning, team leadership, and marketing strategy. Based in Toronto, Canada, Robert is currently working at Investors Group, a reputable financial services company. He believes in a long-term approach to planning, ensuring that clients have the financial resources to achieve their goals and stay on track. Robert's expertise lies in building long-term relationships with clients, helping them explore the best financial options for each stage of their life.
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About
At Investors Group, we know that today, good financial advice is more important than ever. We take a long-term approach to planning. We believe that with a detailed plan, reviewed and updated regularly, you will have the financial resources to realize your goals and stay on track. We believe that building long-term relationships with clients is the best way to help you and your family to explore the financial options that are best for you at each stage of your life. Whatever your short or long-term financial goals – buying a home, paying for an education, living well in retirement or planning your estate – we will work with you to develop a plan to help get you there.
...See MoreWork Experience
Financial Consultant
Financial Services
Robert Weller's Professional Milestones
- Associate Director, Tier 1 Bank Account (1999-07-01~2005-01-01): Building a strong client base by delivering exceptional service and solidifying their loyalty through targeted customer engagement strategies.
- Relationship Manager, Tier 1 Bank Account (2005-01-01~2008-12-01): Established strong relationships with clients, contributing to their overall success through exceptional financial performance.
Education
Economics,
Bachelor Of Applied Science,
Bachelors
Skill
Salesforce.com
Solution Selling
Strategic Planning
Team Leadership
Marketing Strategy
Account Management
Telecommunications
Sales
Business Development
Strategy
Competitive Analysis
Leadership
Crm
Management
Customer Satisfaction
Sales Management
Entrepreneurship
Saas
Risk Management
Certification
Colleagues
Geoffrey Gilliver
Financial Advisor | Personal Financial Planning And Wealth Management | Investors Group Business Owner
Omkaram Artham
owner investorsgroup and investment management consultant
Kim Ferguson
Owner
Vince Daly
Owner
william funk
owner at investors group
Other Named Robert Weller
Frequently asked questions
We found 4 Robert Weller's email addresses
We found 1 Robert Weller's phone numbers
Robert Weller's social media include: Linkedin,
Robert Weller works for IG Wealth Management
Robert Weller's role in IG Wealth Management is Financial Consultant
Robert Weller works in the industry of Financial Services
Robert Weller's colleagues are Geoffrey Gilliver,Omkaram Artham,Kim Ferguson
Robert Weller's latest job experience is Financial Consultant at IG Wealth Management
Robert Weller's latest education in York University
