Sofia Williams

Sofia Williams's email & phone

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Investment Advisor at Raymond James|Calgary, Alberta, Canada

Position:

Investment Advisor at Raymond James

Location:

Calgary, Alberta, Canada

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Last updated: 2026-04-13
Updated: 2026-04-13

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Work Experience 14 years

Investment Advisor at Raymond James

Mar 2025 - Current

Investment Advisor | Financial Planner at Acumen Capital Partners

Sep 2024 - Dec 2024

Investment and Retirement Planner, RBC Financial Planning at RBC

Jun 2017 - Jun 2024

Founder & Chief Executive at ModaKidz

Aug 2016 - Aug 2017

Financial Advisor at Servus Credit Union

Aug 2014 - Jan 2017

Associate at RBC Dominion Securities

Apr 2014 - Jul 2014

Business Banking Client Advisor at RBC

May 2012 - Apr 2014

Sofia Williams started working in 2012, then the employee has changed 5 companies and 6 jobs. On average, Sofia Williams works for one company for 2 years.

Education

Canadian Securities Course at Canadian Securities Institute

Personal Financial Planner at Canadian Securities Institute

Wealth Management Essentials at Canadian Securities Institute

The Wharton Wealth Management Financial Advisor Program series at The Wharton School

Bachelor's degree at Kiev State Maritime Academy

Frequently Asked Questions

What is Sofia Williams's minimum period of employment in the companies?

Sofia Williams's minimum period of employment in various companies is 3 months.

What is Sofia Williams's average duration of employment for different companies?

On average, Sofia Williams works for one company for 2 years 2 months

What industries has Sofia Williams worked in?

Sofia Williams works in the Financial Services. Previously, Sofia Williams worked in the Banking.

What positions has Sofia Williams held before?

Previously, Sofia Williams worked as a Investment Advisor | Financial Planner, and Investment and Retirement Planner, RBC Financial Planning, and Founder & Chief Executive, and Financial Advisor, and Associate.

How do I contact Sofia Williams?

Sofia Williams's phone number is +1-778-***-**98. Sign up to get contact details.

Who is the Chairman & CEO of the Raymond James?

The Chairman & CEO of the Raymond James is Paul C. Reilly

Who are Sofia Williams's peers at other companies?

Sofia Williams's peers at other companies are Arnaud Paqui CIM® and Ernie Symchych and Joseph Assaad

Sofia Williams Namesakes

Name
Company
Position
Sofia Williams
Self-employed
Event Manager

Other employees at Raymond James

Name
Company
Position
Christina Banister
VP, People Analytics and Insights
Tejal
Global Head of Identity and Access management
Camille Marchesani
Registered Client Service Associate
Sarah Mahoney
Customer Accounts Specialist
Meranda Mohan
Senior Administrative Assistant

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