Administrative / Service Assistant
JoAnne has over 19 years experience in the banking industry, both in Halifax and Toronto. During that time she held a number of different positions in the personal banking industry and lastly with one of Canada’s largest financial management firms, as an Investment Advisor Assistant. She has completed a number of the financial industry’s courses, such as the Mutual Funds licensing course, as well as the Canadian Securities course.
JoAnne has been with us since January, 2004 and just recently successfully completed the provincial Life Licensing and the Life Licence Qualification Program (LLQP), which gives her knowledge of the products and services relevant to the current marketplace . JoAnne continues to take on increasing responsibilities in the servicing of our clients. |
