Joel Rodriguez

Joel Rodriguez has extensive experience in the financial services sector, having worked for several prominent institutions including CIBC, BMO Financial Group, TD, and HSBC. At CIBC, roles included Financial Services Representative, Estate Specialist, and Business Advisor, where Joel focused on providing tailored financial solutions and exceptional client service. Subsequently, at BMO, responsibilities involved managing client onboarding and ensuring compliance within the Corporate Finance Division. Prior experience at TD included engaging clients to assess their financial needs and executing various banking transactions. Most recently, Joel served as a Commercial Banking Client Due Diligence Onboarding Analyst at HSBC. Education credentials include an Ontario College Advanced Diploma in Business Administration and Management from George Brown College.