Nick Rouleau
Investment & Retirement Planner at RBC | Greater Ottawa Metropolitan Area
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Nick Rouleau is a dedicated and highly motivated Investment & Retirement Planner at RBC, bringing a wealth of experience and a client-centric approach to the financial services industry. Since joining RBC, Nick has been instrumental in developing comprehensive financial strategies tailored to his clients’ unique goals, whether they are planning for retirement, managing investments, or optimizing their overall financial health. His expertise spans a broad spectrum of banking and investment solutions, including retail banking, mortgage lending, and credit risk management, allowing him to provide holistic advice that aligns with clients’ long-term objectives.
In his current role, Nick is actively involved in key projects aimed at enhancing client engagement and expanding RBC’s wealth management offerings. He leverages his deep understanding of investments, cross-selling strategies, and financial planning to deliver objective, results-driven advice. His proficiency in residential mortgages and retail banking enables him to identify opportunities that support clients’ asset growth and wealth accumulation. Nick’s commitment to continuous professional development is evident in his pursuit of additional designations and industry certifications, ensuring he remains at the forefront of financial planning best practices.
Beyond his technical skills, Nick is passionate about building meaningful relationships within his professional network and sharing his knowledge with colleagues and clients alike. His goal is to empower clients with informed decision-making, helping them achieve financial security and peace of mind. With a strong foundation in finance, sales, and credit risk, Nick Rouleau exemplifies the qualities of a trusted advisor dedicated to delivering personalized, objective-oriented financial solutions at RBC.
Investment & Retirement Planner at RBC in November 2022 to Present
Investment Consultant at CIBC in July 2017 to October 2022
Senior Financial Services Representative at CIBC in January 2016 to June 2017
Personal Banking Representative at President's Choice Financial in November 2012 to December 2015
Account Executive & Mortgage Agent at HSBC Finance in November 2009 to June 2012
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Carleton University, Bachelor’s Degree, October 2026
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Banking
Finance
Investments
Credit
Customer Service
Retail Banking
Financial Analysis
Loans
Risk Management
Mortgage Lending
Financial Services
Sales
Contract Law
Credit Analysis
Credit Risk
Commercial Banking
Portfolio Management
Residential Mortgages
Mutual Funds
Financial Risk
Consumer Lending
Credit Cards
Cross Selling
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Discover more about RBCWhat is Nick Rouleau email address?
Email Nick Rouleau at [email protected]. This email is the most updated Nick Rouleau's email found in 2026.
How to contact Nick Rouleau?
To contact Nick Rouleau send an email to [email protected]. (updated on February 17, 2025)
What company does Nick Rouleau work for?
Nick Rouleau works for RBC
What is Nick Rouleau's role at RBC?
Nick Rouleau is Investment & Retirement Planner
What is Nick Rouleau's Phone Number?
Nick Rouleau's phone (416) ***-*658
What industry does Nick Rouleau work in?
Nick Rouleau works in the Banking industry.
Nick Rouleau Email Addresses
Nick Rouleau Phone Numbers
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