Julie Petrera

Julie Petrera Email and Phone Number

Director of Financial Planning @ Edward Jones
Toronto, ON, CA
Julie Petrera's Location
New York, New York, United States, United States
Julie Petrera's Contact Details

Julie Petrera personal email

n/a
About Julie Petrera

MBA, CFP®, CIM, FMA, FCSI

Julie Petrera's Current Company Details
Edward Jones

Edward Jones

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Director of Financial Planning
Toronto, ON, CA
Website:
edwardjones.com
Employees:
44495
Julie Petrera Work Experience Details
  • Edward Jones
    Director Of Financial Planning
    Edward Jones
    Toronto, On, Ca
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  • Edward Jones
    Senior Strategist, Client Needs
    Edward Jones Oct 2021 - Present
    Toronto, Ontario, Canada
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  • Independent Consultant, Sme
    Consultant, Subject Matter Expert: Financial Services, Financial Services Education
    Independent Consultant, Sme Jan 2010 - Present
    Ottawa, Canada Area
    Provide consulting services (content direction and subject matter expertise) to financial services education companies in Canada and the UK:-content development, updates and revision-product development and associated sales strategy consulting-consultation on course direction (with respect to regulatory updates and industry trends)-addition of international content to Canadian courses, or North American content to International courses
  • Schulich School Of Business, York University
    Professor Assistant
    Schulich School Of Business, York University Jan 2010 - Apr 2022
    Toronto, Canada
    Schulich is one of Canada's top ranked business shools.• Professor Assistant for Personal Financial Management Course, Schulich School of Business, York University - Masters in Business Administration Program• Developed and graded assignments, attended class and lead group discussions on various financial topics, graded final exams
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  • Md Financial Management | Gestion Financière Md
    Wealth Lead
    Md Financial Management | Gestion Financière Md Jul 2015 - Oct 2021
    Ottawa, Canada Area
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  • Md Financial Management | Gestion Financière Md
    Practice Manager
    Md Financial Management | Gestion Financière Md Nov 2014 - Jul 2015
    Toronto, Canada Area
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  • Canadian Securities Institute
    Content Development Specialist, Compliance
    Canadian Securities Institute Jul 2011 - Aug 2012
    Toronto, Canada
    CSI is leader in eduction for the financial services industry in Canada. At CSI, I• Developed content for financial industry training courses which are mandatory to obtain securities license in Canada• Had final sign off on industry licensing exam questions and textbooks• Liaised with regulators and industry professionals regarding regulatory trends and changes to ensure these are incorporated into formal education programs
  • Csi Global Education Inc.
    External Consultant / Subject Matter Expert
    Csi Global Education Inc. Jan 2010 - Jun 2011
    Toronto, Canada
    • Consultated on course direction and content (Branch Manager's Course, Chief Compliance Officer's Course, Partners, Directors and Senior Officer's Course)• Developed new course material and scenarios, authored exam questions, reviewed and edited existing bank questions• Reviewed existing materials, proposed changes and provided edits
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  • Dundeewealth Inc.; Scotiabank
    Corporate Branch Manager (Tier 1 Compliance Supervision)
    Dundeewealth Inc.; Scotiabank 2008 - Apr 2011
    Toronto, Canada
    • Daily and monthly trade analysis for < $1 Billion in client assets • Supervised and audited 50 Investment Advisors and Financial Planners (equity, fixed income options trades, Financial Plan and Investment Policy Statement preparation)• Reviewed and approved client account documentation (KYC, Anti-Money Laundering, FINTRAC, Privacy)
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  • Dundee Securities Corp. (Now Dwm Securities Inc.)
    Advisor Education Specialist
    Dundee Securities Corp. (Now Dwm Securities Inc.) May 2006 - Jun 2008
    Delivered In-class, one on one and web based system and process training to Investment Advisors and Branch Managers all over Canada. Delivery in English and French

Julie Petrera Skills

Investments Portfolio Management Banking Asset Managment Risk Management Compliance Financial Education Investment Management French English Investment Advisory Finance Corporate Training North American Financial Services Home Equity Lines Of Credit Equity Derivatives Training Global Regulatory Compliance Hedge Funds Residential Mortgages Aml Pipeda Certified Financial Planner Mba Securities Capital Markets Higher Education Content Development Mutual Funds Code Of Ethics Competency Based Assessment Real Estate Financing Social Media E Learning Retail Banking Mortgage Underwriting Proposal Writing Credit Leadership Asset Management Retirement Planning Financial Risk Fixed Income Management Mortgage Lending Financial Advisory Options Investment Strategies

Julie Petrera Education Details

Frequently Asked Questions about Julie Petrera

What company does Julie Petrera work for?

Julie Petrera works for Edward Jones

What is Julie Petrera's role at the current company?

Julie Petrera's current role is Director of Financial Planning.

What is Julie Petrera's email address?

Julie Petrera's email address is julie.petrera@cma.ca

What schools did Julie Petrera attend?

Julie Petrera attended University Of Ottawa, Canadian Securities Institute, Dalhousie University, The University Of Western Ontario.

What are some of Julie Petrera's interests?

Julie Petrera has interest in Children, Economic Empowerment, Trading Options, Education, Running, Spin.

What skills is Julie Petrera known for?

Julie Petrera has skills like Investments, Portfolio Management, Banking, Asset Managment, Risk Management, Compliance, Financial Education, Investment Management, French, English, Investment Advisory, Finance.

Who are Julie Petrera's colleagues?

Julie Petrera's colleagues are Mary De Medeiros, Jeff Earnhardt, Jeff Brignac, Ellen Schmidt, Alan Grossman, Josh Skinner, Andrew Hewitt.

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