Joanne has spent over 15 years in capital markets, where she was responsible for managing the client experience. Joanne managed Institutional Foreign Exchange client relationships at TD and CIBC before moving to fixed income and private clients. Her experience solving for the expectations and requirements of a diverse client base gives her a practical insight into the investment industry. Her knowledge of financial markets is enhanced by her strategic approach to communicating investment ideas across digital media.
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Manager, Client ServicesGb Wealth Inc. May 2023 - PresentToronto, Ontario, Canada -
Digital Marketing ConsultantNarrowcontent Inc. Jan 2016 - May 2019Toronto, Canada Area• Assist with social media and digital content• Develop, create and deploy content across digital channels for the website • Help manage day-to-day content uploading in a variety of social media platforms• SEO strategy - help to coordinate business objectives and link building and content development to provide recommendations • Edit and proofread a variety of content types, ensuring it meets style, tone and marketing message requirements -
StudentGlendon College - York University Sep 2009 - Apr 2013Toronto, Canada AreaStudent in French Studies and Professional Communication
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AssociateHsbc Securities Canada Sep 2001 - Oct 2011Toronto, Canada AreaClient Services, Financial Planning and Wealth Management. -
Sales AssociateCibc Wood Gundy Jan 1994 - Jun 1997Toronto, Canada AreaForeign Exchange and Fixed Income Corporate Sales -
Sales AssociateTd Securities Capital Markets Aug 1992 - Jan 1994Toronto, Canada AreaForeign Exchange Corporate and Retail Sales
Joanne Poulin Education Details
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Economics
Frequently Asked Questions about Joanne Poulin
What company does Joanne Poulin work for?
Joanne Poulin works for Gb Wealth Inc.
What is Joanne Poulin's role at the current company?
Joanne Poulin's current role is Manager, Client Services.
What schools did Joanne Poulin attend?
Joanne Poulin attended Concordia University.
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