Coming Next

Registration for webinars closes at 11:59 pm one day prior to the date of the webinar.

Stay tuned.

On-Demand Webinars

01Nov
Wednesday Nov 1, 2023 | 12:00 pm EST

Putting Clients First: Advisors’ Roundtable

  • Sudha Sankar (FCSI®)

    Wealth Advisor, RBC Dominion Securities
  • Haiping Fu (FCSI®, CIM®, MBA)

    Associate Wealth & Investment Advisor, RBC Dominion Securities
  • Darren Dearing (MBA, CFP®, CIM®, FCSI®)

    Wealth Advisor, Scotia Wealth Management
  • Jim Templeton (FCSI®)

    Financial Advisor, Manulife Securities Incorporated
25Oct
Wednesday Oct 25, 2023 | 12:00 pm EST

Comprehensive Financial Planning: How Client Relationships are Changing

  • Goshka Folda

    President and CEO of Investor Economics and Global Head of Research at ISS Market intelligence
  • Carissa Lucreziano

    Vice President Financial and Investment Advice, CIBC
  • Sean Shore

    Securities, Compliance and Regulatory Counsel at Canadian Compliance & Regulatory Law
30Aug
Wednesday Aug 30, 2023 | 12:00 pm est

Beyond CSC®: How to Jump-Start Your Financial Career

  • Riyad Salam

    National Director, Client Segment Strategy, Healthcare, Business & Professional Services at RBC
  • Rui Barreto

    Director - Client Service Specialist, CSI
10May
Wednesday May 10, 2023 | 12:00 pm EST

Transitioning to a Financial Career in Canada: A Newcomer’s Guide

  • Riyad Salam, EMBA

    National Director - Client Segment Strategy, Healthcare, Business & Professional Services, RBC
  • Quoc Phan

    Project Manager - Financial Services & Leadership Connections, ACCES Employment
28Mar
Tuesday Mar 28, 2023 | 12:00 pm EST

Develop Lasting Relationships: How to Better Communicate with Your Clients

  • Neela White

    FMA®, FCSI®, CIM®, CIWM, CPCA®, EPC, CEA® Portfolio Manager at Raymond James Ltd.
  • Leslie Baker

    CFA®, CFP®, CIM® Senior Manager, Strategic Communications at RBC Wealth Management
  • Michael Tarantino

    MBA, CPA, CMA, CFP®, CIM®, CIWM, FEA, TEP Vice President, Private Wealth Consultant, Family Office Services at RBC Wealth Management
31Jan
Tuesday Jan 31, 2023 | 12:00 pm EST

What’s Next? Your Future in Financial Services

  • Rui Barreto

    Director - Client Service Specialist
  • Assunta Tutino

    Assistant Director, Client Management
  • Idrees Deen

    Head, Marketing & Customer Experience
  • Marie Muldowney

    Marie Muldowey

    Managing Director at Canadian Securities Institute
  • Tricia Summersby

    Vice-President & Managing Director, Branch Supervision at BMO Nesbitt Burns
  • Timothy Ho

    Director, Practice Standards – National Sales & Practice Excellence, CIBC
25Jan
Wednesday Jan 25, 2023 | 1:00 pm est

Rotman-Canadian Securities Institute Strategy & Innovation in Wealth Management: An Introduction

  • Walid Hejazi

    PhD, MA, HBA, Professor, International Business, Rotman School of Management and Academic Director, Executive Programs
  • Tiffany Harding

    AVP, Head of Practice Management and Wealth Planning Services, Manulife
26Oct
Wednesday Oct 26, 2022 | 12:00 pm EST

Crafting a Robust Succession Plan for your Practice: An Advisors’ Guide

  • Phillip Ackers

    Founder and President, Lakeshore Performance Limited
  • Melanie E. Russell

    Founder and President - Kalex Valuations Inc.
14Sep
Wednesday Sep 14, 2022 | 12:00 pm EST

A Career in Banking – What’s in it for me

  • Kelsey Kachur

    Senior Talent Acquisition Partner, CIBC
  • Shannon Mills

    Senior Talent Acquisition Partner, Personal and Small Business Banking, CIBC
  • Timothy Ho

    Director, Practice Standards – National Sales & Practice Excellence, CIBC
22Jun
Wednesday Jun 22, 2022 | 12:00 pm

Financial Professionals Title Protection in Ontario – All You Need to Know

  • Dan Miles

    Dan Miles

    Director of Corporate Communications, FSRA
  • Andrea Foy

    Andrea Foy

    Senior Manager- Market Conduct Policy, FSRA
  • Wendy Horrobin

    Wendy Horrobin

    Head, Licensing and Risk Assessment, FSRA
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36 Results Found

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