Jenny Wright Email & Phone Number

Vancouver, British Columbia, Canada

British Columbia

As a member of the Wealth Practice Management High Net Worth Delivery and Training team, I have the distinct pleasure of working with investment advisory teams, leaders and other partners across Canada.As a Senior Practice Consultant, I engage with my clients in a practice discovery and solution process, identifying and delivering solutions that harness.

Vancouver, Canada Area

As a member of the Portfolio Management Specialist team, I have the pleasure of working with a unique group of Investment Advisors that operate a discretionary Advisory practice. By taking the time to understand their practice, I am able to provide customized solutions to help run their business as efficiently as possible.-Creating efficiencies-Growing and.

Vancouver, Canada Area

Provide dedicated investment and administrative support to high net worth relationships.-Registered Representative-Portfolio analysis and investment recommendations-Oversee administration and execution of discretionary book of business (model portfolio maintenance, trade execution, Investment Policy Statement monitoring, annual reviews)-Manage team of.

Vancouver, Canada Area

Provide specialized Wealth Management training to various Credit Union partners across Canada- Develop and deliver content with accompanying advisor resources for MFDA and IIROC representatives-->MFDA New Representative Training Program, including Canadian Investment Funds Course Exam Preparation-->IIROC New Advisor Training, including 90 day.

Vancouver, Canada Area

Provide customized training to all Wealth Partners across Western Canada, leveraging technology- Work closely with Investment Advisors and Sales Assistants to identify gaps in business / operational process and offer customized solutions and best practices- Liaise with National Sales, Regional Managers and Branch Managers to determine appropriate training.

Vancouver, Canada Area

Operational and administrative support to Sales Assistants, Investment Advisors, and Branch Managers; also provided leadership, operational management, customer service coaching, risk management and training and development to all support staff and Assistant Branch Administrators- Oversee branch operations- New Issue Coordinator (Fixed Income and Equity).

Vancouver, Canada Area

Provided a professional level of client service, sales and administrative support to a team of Senior Investment Advisors- Investment Representative- Client Service- Investment Proposals- Account maintenance- Marketing

West Vancouver, Canada

Dedicated support to two Investment Executives- Investment Representative- Client Service- Order Entry- Assist with Investment Proposals- Account opening, transfers, and general housekeeping / maintenance of accounts- Branch Trainer- Branch Compliance Assistant (assist Branch Manager with Monthly PRO and client statement reviews and maintain all compliance.

Vancouver, Canada Area

Various roles held with Trust division (formerly Aetna Trust) as well experience in retail banking:-GIC Deposit Administrator-Mutual Fund Administrator-Switchboard/Reception-Invoice Processing-Customer Service Representative

Leadership Program

This experiential leadership training program is completed over a 10 month period, that includes 4 residential retreats, connected in.

Kolbe Certified Consultant

Leveraging the Kolbe System to coach individuals, teams and leaders to understand their instinctive strengths and optimize team.

Life Coach

Coach Training Program, 104 hours

Behavioural Financial Advice Program

The Behavioural Financial Advice program integrates traditional finance practices with psychology and neuroscience to improve emotional.

Registered Retirement Consultant

Fma, Investments

- Canadian Securities Course - Conducts and Pracrices Handbook - Professional Financial Planning Course - Wealth Management Techniques.