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Kamil Zlotnik

Personal Lending Coach (Underwriter) at Meridian Credit Union

Kamil Zlotnik is a dedicated and hardworking professional with a keen interest in the Financial Services Industry. With over 6 years of diverse experience encompassing Customer Service, leadership, sales, marketing, training, and more, Kamil has consistently demonstrated exceptional work initiative and a strong commitment to achieving success.

Proficient in both English and Polish, with a working knowledge of French, Kamil's linguistic skills enhance his ability to connect with a wide range of clients and colleagues. He is equipped with essential certifications, including FPSC Level 1 and CSC, further solidifying his expertise in the financial domain.

Kamil specializes in a myriad of financial areas such as constructing cash flows, retirement plans, and tailored financial strategies for various goals. His skill set extends to areas like assessing financial needs, dealing with stocks, bonds, and mutual bonds, income tax planning, and insurance.

Having pursued education in Financial Planning and Services at Humber College and holding a Bachelor of Arts degree in Anthropology and Biology from the University of Toronto, Kamil has a well-rounded academic background to support his professional endeavors.

His past roles at reputable organizations like Meridian Credit Union, Sun Life Financial, and McDonald's Canada have equipped him with hands-on experience in personal lending, financial advising, marketing, and management, showcasing his versatility and adaptability in different work environments.

Driven by a passion for helping others navigate their wealth management journey, Kamil is dedicated to assisting clients in wealth acquisition, savings, investment, and growth, reflecting his altruistic approach towards his career objectives.

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Location

Oakville, Ontario, Canada