Maggie George, Cim®

Maggie George, Cim® Email and Phone Number

Client Experience Lead @ Gallant MacDonald
Toronto, ON, CA
Maggie George, Cim®'s Location
Toronto, Ontario, Canada, Canada
Maggie George, Cim®'s Contact Details

Maggie George, Cim® work email

Maggie George, Cim® personal email

About Maggie George, Cim®

Experienced Senior Associate with a demonstrated history of working in the investment industry. Skilled in Customer Service, Business Development and Event Planning. Strong administrative professional with a Bachelor of Education (B.Ed.) from Brock University.

Maggie George, Cim®'s Current Company Details
Gallant MacDonald

Gallant Macdonald

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Client Experience Lead
Toronto, ON, CA
Employees:
13
Maggie George, Cim® Work Experience Details
  • Gallant Macdonald
    Client Experience Lead
    Gallant Macdonald
    Toronto, On, Ca
  • Gallant Macdonald At Wellington-Altus Private Wealth
    Investment Associate
    Gallant Macdonald At Wellington-Altus Private Wealth Jun 2024 - Present
    Toronto, Ontario, Canada
  • Wellington-Altus
    Senior Transition Support
    Wellington-Altus Apr 2024 - Jun 2024
    Toronto, Ontario, Canada
  • Wellington-Altus
    Investment Advisor With Rosedale Family Office
    Wellington-Altus May 2019 - Apr 2024
    Toronto, Canada Area
  • Scotia Wealth Management
    Senior Associate With The Rosedale Group
    Scotia Wealth Management Mar 2018 - May 2019
    Toronto, Ontario, Canada
  • Scotia Wealth Management
    Administrative Associate With The Rosedale Group
    Scotia Wealth Management Dec 2016 - Mar 2018
    Toronto, Canada Area
    Maggie’s focus is on the administration of client accounts for The Rosedale Group and she is committed in proving quality client care to the highest standards.
  • Scotia Wealth Management
    Manager, Regulatory & Professional Programs
    Scotia Wealth Management Jan 2016 - Nov 2016
    Toronto, Canada Area
  • Scotia Wealth Management
    Branch Systems Administrator / Assistant Branch Administrator
    Scotia Wealth Management Jan 2012 - Jan 2016
    Toronto, Canada Area
    As Assistant Branch Administrator I support the Toronto Tower Branch Manager and Administrator with a variety of projects and tasks. Our team supports 13 advisor teams, with a staff of over 40. I support our teams through effective management, proactive support and efficient process oriented execution of tasks. My responsibilities include training new support staff on systems, managing the use of technology by staff, assisting in pricing projects, coaching and other branch… Show more As Assistant Branch Administrator I support the Toronto Tower Branch Manager and Administrator with a variety of projects and tasks. Our team supports 13 advisor teams, with a staff of over 40. I support our teams through effective management, proactive support and efficient process oriented execution of tasks. My responsibilities include training new support staff on systems, managing the use of technology by staff, assisting in pricing projects, coaching and other branch initiatives. Show less

Maggie George, Cim® Skills

New Business Development Customer Service Microsoft Excel Microsoft Office Event Planning Investments Portfolio Management Public Speaking Strategic Financial Planning Powerpoint

Maggie George, Cim® Education Details

Frequently Asked Questions about Maggie George, Cim®

What company does Maggie George, Cim® work for?

Maggie George, Cim® works for Gallant Macdonald

What is Maggie George, Cim®'s role at the current company?

Maggie George, Cim®'s current role is Client Experience Lead.

What is Maggie George, Cim®'s email address?

Maggie George, Cim®'s email address is ma****@****ail.com

What schools did Maggie George, Cim® attend?

Maggie George, Cim® attended Brock University, Brock University.

What are some of Maggie George, Cim®'s interests?

Maggie George, Cim® has interest in Children, Education, Animal Welfare, Arts And Culture, Health.

What skills is Maggie George, Cim® known for?

Maggie George, Cim® has skills like New Business Development, Customer Service, Microsoft Excel, Microsoft Office, Event Planning, Investments, Portfolio Management, Public Speaking, Strategic Financial Planning, Powerpoint.

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