Senior Financial Consultant
Current
Oct 2024 - Present
AeroLeads people directory · profile
Rebecca Duda Email & Phone Number
Senior Financial Consultant
at
MD Financial Management | Gestion financière MD
1 work email found
@scotiabank.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Financial Consultant
Location
Halifax, Nova Scotia, Canada
Company size
Who is Rebecca Duda? Overview
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Quick answer
Rebecca Duda is listed as Senior Financial Consultant at MD Financial Management | Gestion financière MD, a with 1163 employees, based in Halifax, Nova Scotia, Canada. AeroLeads shows a work email signal at scotiabank.com and a matched LinkedIn profile for Rebecca Duda.
Rebecca Duda previously worked as Associate Financial Consultant at Md Financial Management | Gestion Financière Md and Wealth Management Associate at Scotia Wealth Management. Rebecca Duda holds Bachelor Of Business Administration - Bba, Finance Honours from University Of New Brunswick.
Company email context
Email format at MD Financial Management | Gestion financière MD
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{first}.{last}@scotiabank.com
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AeroLeads found 1 current-domain work email signal for Rebecca Duda. Compare company email patterns before reaching out.
Profile bio
About Rebecca Duda
I am a Certified Financial Planner Professional working exclusively with physicians and their families at MD Management Limited. With over six years of industry experience, I have found that the most effective way to help my clients achieve their financial goals is through continuous financial education, simplifying their finances, and regular check-ins. I take a comprehensive approach to understanding my clients to ensure no stone is left unturned through the financial planning process. I offer investment management, insurance, tax, retirement and estate planning, as well as incorporation advice. After a lovely seven years living in Fredericton to attend the University of New Brunswick, play on the Varsity Women’s Soccer Team, and start my career at Scotiabank, I am thrilled to be back in my hometown of Halifax. Outside of the office I enjoy hiking, running, and travelling.Send me a message if you want to simplify your finances & work with me to create an effective financial plan.
Current workplace
Rebecca Duda's current company
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Md Financial Management | Gestion Financière Md
7 roles
Rebecca Duda work experience
A career timeline built from the work history available for this profile.
Associate Financial Consultant
Nov 2023 - Oct 2024
Wealth Management Associate
Joining MD Management as an Associate Financial Consultant after completion of the five month wealth management associate program.
Jun 2023 - Nov 2023
Virtual Senior Financial Advisor
Selected as one of ten top performing Senior Financial Advisors to participate in national pilot to test virtual advice among various client segments across Canada. Proactively contacted assigned clients to initiate financial planning meetings through MS Teams or over the phone. Regularly met with partner branches to inform of pilot and partnership updates. Collaborated with the pilot team to develop best practices and share client/branch feedback. Assisted in training of newly onboarded advisors.
Jun 2021 - Jun 2023
Senior Financial Advisor
Proactively manage book of over 500 assigned clients. Strategically uncover client's financial goals and needs through financial planning. Educate clients on appropriate solutions & work together to implement. Personalized financial strategies implemented included day-to-day banking, investment and borrowing solutions. Stay current with regulatory changes and adhere to bank policy and compliance procedures.
Nov 2020 - Jun 2021
Financial Advisor
Proactively manage book of over 500 assigned clients. Strategically uncover client's financial goals and needs through financial planning. Educate clients on appropriate solutions & work together to implement. Personalized financial strategies implemented included day-to-day banking, investment and borrowing solutions. Stay current with regulatory changes and adhere to bank policy and compliance procedures.
Feb 2019 - Nov 2020
Customer Service Representative
Provide exceptional service to walk-in customers with day-to-day transactions. Uncover additional needs through discovery questions and make referrals to branch advisors as necessary.
Sep 2018 - Feb 2019
Team & coworkers
Colleagues at MD Financial Management | Gestion financière MD
Other employees you can reach at cma.ca. View company contacts for 1163 employees →
HC
Hobouti-Fard Carol
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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AN
Annie Ni
Colleague at Md Financial Management | Gestion Financière MdBurnaby, British Columbia, Canada
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SV
Scott Vennor
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
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SL
Sherry Lee
Colleague at Md Financial Management | Gestion Financière MdHamilton, Ontario, Canada
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CS
Chris Speranza
Colleague at Md Financial Management | Gestion Financière MdToronto, Ontario, Canada
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MS
Marie-Claude St-Onge
Colleague at Md Financial Management | Gestion Financière MdCapitale-Nationale, Quebec, Canada
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CC
Cameron Chapman, Cpa, Cma
Colleague at Md Financial Management | Gestion Financière MdGreater Ottawa Metropolitan Area, Canada
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KG
Kelley Greenslade
Colleague at Md Financial Management | Gestion Financière MdCanada
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CP
Chandra Paneru, Ba
Colleague at Md Financial Management | Gestion Financière MdGreater Vancouver Metropolitan Area, Canada
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DF
Dominic Fournier Pl. Fin.
Colleague at Md Financial Management | Gestion Financière MdCanada
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Hobouti-Fard Carol
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
View →
AN
Annie Ni
Colleague at Md Financial Management | Gestion Financière MdBurnaby, British Columbia, Canada
View →
SV
Scott Vennor
Colleague at Md Financial Management | Gestion Financière MdOttawa, Ontario, Canada
View →
SL
Sherry Lee
Colleague at Md Financial Management | Gestion Financière MdHamilton, Ontario, Canada
View →
CS
Chris Speranza
Colleague at Md Financial Management | Gestion Financière MdToronto, Ontario, Canada
View →
MS
Marie-Claude St-Onge
Colleague at Md Financial Management | Gestion Financière MdCapitale-Nationale, Quebec, Canada
View →
CC
Cameron Chapman, Cpa, Cma
Colleague at Md Financial Management | Gestion Financière MdGreater Ottawa Metropolitan Area, Canada
View →
KG
Kelley Greenslade
Colleague at Md Financial Management | Gestion Financière MdCanada
View →
CP
Chandra Paneru, Ba
Colleague at Md Financial Management | Gestion Financière MdGreater Vancouver Metropolitan Area, Canada
View →
DF
Dominic Fournier Pl. Fin.
Colleague at Md Financial Management | Gestion Financière MdCanada
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2 education records
Rebecca Duda education
Bachelor Of Business Administration - Bba, Finance Honours
International Business
FAQ
Frequently asked questions about Rebecca Duda
Quick answers generated from the profile data available on this page.
What company does Rebecca Duda work for?
Rebecca Duda works for MD Financial Management | Gestion financière MD.
What is Rebecca Duda's role at MD Financial Management | Gestion financière MD?
Rebecca Duda is listed as Senior Financial Consultant at MD Financial Management | Gestion financière MD.
What is Rebecca Duda's email address?
AeroLeads has found 1 work email signal at @scotiabank.com for Rebecca Duda at MD Financial Management | Gestion financière MD.
Where is Rebecca Duda based?
Rebecca Duda is based in Halifax, Nova Scotia, Canada while working with MD Financial Management | Gestion financière MD.
What companies has Rebecca Duda worked for?
Rebecca Duda has worked for Md Financial Management | Gestion Financière Md, Scotia Wealth Management, and Scotiabank.
Who are Rebecca Duda's colleagues at MD Financial Management | Gestion financière MD?
Rebecca Duda's colleagues at MD Financial Management | Gestion financière MD include Hobouti-Fard Carol, Annie Ni, Scott Vennor, Sherry Lee, and Chris Speranza.
How can I contact Rebecca Duda?
You can use AeroLeads to view verified contact signals for Rebecca Duda at MD Financial Management | Gestion financière MD, including work email, phone, and LinkedIn data when available.
What schools did Rebecca Duda attend?
Rebecca Duda holds Bachelor Of Business Administration - Bba, Finance Honours from University Of New Brunswick.
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