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Julie Seberras Mba, Cfp, Fcsi Email & Phone Number

Head of Wealth Planning and Practice Management, Manulife Wealth at Manulife Wealth
Location: Toronto, Ontario, Canada 9 work roles 3 schools
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Current company
Manulife Wealth
Role
Head of Wealth Planning and Practice Management, Manulife Wealth
Location
Toronto, Ontario, Canada
Company size
1099 employees

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Julie Seberras Mba, Cfp, Fcsi is listed as Head of Wealth Planning and Practice Management, Manulife Wealth at Manulife Wealth, a with 1099 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Julie Seberras Mba, Cfp, Fcsi.

Julie Seberras Mba, Cfp, Fcsi previously worked as AVP, Head of Wealth Planning and Practice Management at Manulife Wealth and Senior Manager, Wealth Planning Support at Td. Julie Seberras Mba, Cfp, Fcsi holds Master Of Business Administration (Mba) from Dalhousie University.

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About Julie Seberras Mba, Cfp, Fcsi

MY VALUED EXPERTISEAs a Certified Financial Planner® with an MBA, I transform financial planning platforms, develop and lead large-scale strategic plans, and architect roadmaps to fuel adoption and ignite advisor financial acumen.Known as a relationship builder, I recruit, retain, and develop elite, high-performing teams; coach advisors, provide training, and design tools to ensure clients receive excellent financial advice and value.I contribute to the profession of financial planning through speaking engagements, media, and volunteering. Regularly engaged as a consultant to provide subject matter expertise to industry education providers and task forces. SIGNATURE STRENGTHSWealth Management | Financial Planning | Risk Management | Tax Planning I Estate Planning | Investments | Insurance | Retirement Planning | Leadership Development | Strategic Thinking | Team Building | Talent Acquisition & RetentionINDUSTRY EXPERTISE ➲ Chair - FP Canada Standards Panel, 2018-present➲ FP Canada - Case Study for Financial Planning Week Symposium, 2019. ➲ Financial Planning Standards Board, FPTech Working Group, 2019➲ Investment Funds Institute of Canada, Industry Advisory Committee for CSA Client-Focused Reforms, 2018 MEDIA➲ "Impact of Grey Divorce on Women", interview on The News Forum's Empowered TV, 2024➲ "Financially Planning to Move Out", interview on BNN Bloomberg's The Close, 2024➲ "Financial Literacy at Home", interview on BNN Bloomberg's Morning Markets, 2024➲ "Financial Impact of Grey Divorce", interview on BNN Bloomberg's The Open, 2024➲ "Taxing Your Side Hustle", interview on BNN Bloomberg's Morning Markets, 2024➲ "Investing in Your 20's", interview on BNN Bloomberg's The Close, 2024➲ “Cost of Raising Children,” interview on BNN Bloomberg’s The Close, 2023 ➲ Regular Guest for interviews on BNN Bloomberg's Money Talk, 2020 - 2023SME FOR INDUSTRY EDUCATION➲ Canadian Securities Institute and Oliver's Learning, develop content, exams, & case studies, 2011-present ➲ CSI, Advocis, and Business Career College, marker for CFP® Certification program, 2011-present➲ Conestoga College, Professor for in class delivery of Canadian Securities Course, 2006- 2007➲ York University, Schulich School of Business MBA Program, Teaching Assistant for Personal Financial Planning Course, 2012- 2014

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Julie Seberras Mba, Cfp, Fcsi's current company

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Manulife Wealth
Manulife Wealth
Head of Wealth Planning and Practice Management, Manulife Wealth
oakville, ontario, canada
Website
manulifesecurities.ca
Employees
1099
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9 roles

Julie Seberras Mba, Cfp, Fcsi work experience

A career timeline built from the work history available for this profile.

Avp, Head Of Wealth Planning And Practice Management

Current
Manulife Wealth

Toronto, Ontario, Canada

Lead, create, manage and implement innovative strategies to drive our wealth planning services forward while ensuring the highest standards of practice management ◆ NOTABLE IMPACT:➲ Execute enterprise vision to elevate wealth planning offering and launched new financial planning software focusing on change management, adoption, and sustainment➲ Public speaker and media contributor on wealth planning topics

Feb 2024 - Present

Senior Manager, Wealth Planning Support

Td

Toronto, Ontario, Canada

Led the strategic vision of wealth planning, including expert support, content, coaching, oversight and centralized planning for TD Wealth Advice businesses. Recruited talent, provided leadership development, and lead a 34-member team to support advisors in mass affluent and high-net-worth business lines. Fuel client acquisition through public speaking/presentations. Internal expert on financial planning framework concepts and trends. Advocate and champion for women in leadership and mentoring new colleagues. ◆ NOTABLE IMPACT:➲ Business owner for financial planning software and lead highly successful technology launch, introducing new software and marshalling adoption through stakeholder collaboration on technology, training, and change management. ➲ Imagined and created strategy to execute enterprise vision, developing business case and launching team to coach advisors to offer additional expertise.➲ Presenter and speaker on financial literacy and financial planning at conferences and regular guest on BNN Bloomberg’s Money Talk.

Mar 2019 - Jan 2024

Group Fitness Instructor

Goodlife Fitness

Kitchener Waterloo And Toronto, Ontario, Canada

Certified instructor for Les Mills Body Pump and RPM classes

Nov 2006 - Feb 2022

Financial Planning Lead

Md Financial Management | Gestion Financière Md

Toronto, Ontario, Canada

National Lead for financial planning strategy and thought leadership. Directed launch of financial planning software, including RFP, leading adoption and sustainment. Ignited financial planning focus and improvements, and delivered regular educational webinars, conferences, and resources for advisors. Led planning team to support high-net-worth clients.◆ NOTABLE IMPACT:➲ Transformed offering to elevate planning, improving training/resources and ensuring consistent processes; architected financial planning platform, such as software launch, standards, and regulatory oversight.➲ Formulated and overhauled annual advisor conference, turning around low scores.

Aug 2013 - Mar 2019

Senior Financial Planning Consultant

Dundeewealth Inc.

Toronto, Ontario, Canada

Onboarded for 1 year contract, leveraging expertise in financial planning to support independent advisors. Developed marketing and educational materials for advisor/investors on numerous financial topics. Guided RFP process for both DundeeWealth and Dynamic Funds to transition financial planning software.◆ NOTABLE IMPACT:➲ Lead change for financial software to increase use, managed software product, including vendor relationships and expert support.

Oct 2012 - Aug 2013

Relationship Manager

Morningstar

Toronto, Ontario, Canada

Advanced relationship management and sales endeavors, cultivating executive-level clients at fund companies, insurance entities, banks, and with asset managers. Identified opportunities through a consultative sales approach for data, portfolio management software, investment consulting, and investment research.◆ NOTABLE IMPACT:➲ Surpassed individual sales goal of $2M – 50% -- despite a market downturn; crafted a strategic business plan for new business and renewals.➲ Served as editorial contributor for financial planning industry articles

Jul 2008 - Jul 2011

Early Career Roles

Manulife

Toronto And Kitchener Waterloo

INSIDE SALES – Manulife InvestmentsADVISOR RELATIONS – Manulife SecuritiesFINANCIAL PLANNING SPECIALIST – Canadian PensionsCLIENT SERVICES – Group BenefitsCLIENT ACCOUNT REPRESENTATIVE – US Pensions

May 2001 - Jul 2008

Professor

Conestoga College

Kitchener, Ontario, Canada

In class instruction of Canadian Securities Course

Sep 2007 - Jan 2008
Team & coworkers

Colleagues at Manulife Wealth

Other employees you can reach at manulifesecurities.ca. View company contacts for 1099 employees →

VM Virginia Melgar Virginia Melgar Colleague at Manulife WealthHamilton, Ontario, Canada View → CW Christopher Williams Christopher Williams Colleague at Manulife WealthHalifax, Nova Scotia, Canada View → SS Sally S Sally S Colleague at Manulife WealthToronto, Ontario, Canada View → EB Elizabeth Bolivar-Velez Elizabeth Bolivar-Velez Colleague at Manulife WealthOakville, Ontario, Canada View → TC Thibault Casciarri, B.A.A. Thibault Casciarri, B.A.A. Colleague at Manulife WealthGreater Montreal Metropolitan Area, Canada View → MN Mike Nowak, Cfp® Mike Nowak, Cfp® Colleague at Manulife WealthHalifax, Nova Scotia, Canada View → EA Evelyn A. Evelyn A. Colleague at Manulife WealthMontreal, Quebec, Canada View → JL Jason Ledrew Jason Ledrew Colleague at Manulife WealthOakville, Ontario, Canada View → KT Kenny Taeza Kenny Taeza Colleague at Manulife WealthQuezon City, National Capital Region, Philippines View → KG Keven Giguere Keven Giguere Colleague at Manulife WealthQuébec, Quebec, Canada View →
3 education records

Julie Seberras Mba, Cfp, Fcsi education

Multiple Courses

Canadian Securities Institute

Canadian Securities Course Professional Financial Planning Course Wealth Management Techniques Conduct and Practices Handbook Canadian.

FAQ

Frequently asked questions about Julie Seberras Mba, Cfp, Fcsi

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What company does Julie Seberras Mba, Cfp, Fcsi work for?

Julie Seberras Mba, Cfp, Fcsi works for Manulife Wealth.

What is Julie Seberras Mba, Cfp, Fcsi's role at Manulife Wealth?

Julie Seberras Mba, Cfp, Fcsi is listed as Head of Wealth Planning and Practice Management, Manulife Wealth at Manulife Wealth.

Where is Julie Seberras Mba, Cfp, Fcsi based?

Julie Seberras Mba, Cfp, Fcsi is based in Toronto, Ontario, Canada while working with Manulife Wealth.

What companies has Julie Seberras Mba, Cfp, Fcsi worked for?

Julie Seberras Mba, Cfp, Fcsi has worked for Manulife Wealth, Td, Goodlife Fitness, Md Financial Management | Gestion Financière Md, and Schulich School Of Business - York University.

Who are Julie Seberras Mba, Cfp, Fcsi's colleagues at Manulife Wealth?

Julie Seberras Mba, Cfp, Fcsi's colleagues at Manulife Wealth include Virginia Melgar, Christopher Williams, Sally S, Elizabeth Bolivar-Velez, and Thibault Casciarri, B.A.A..

How can I contact Julie Seberras Mba, Cfp, Fcsi?

You can use AeroLeads to view verified contact signals for Julie Seberras Mba, Cfp, Fcsi at Manulife Wealth, including work email, phone, and LinkedIn data when available.

What schools did Julie Seberras Mba, Cfp, Fcsi attend?

Julie Seberras Mba, Cfp, Fcsi holds Master Of Business Administration (Mba) from Dalhousie University.

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