Years of experience: 15

😃

Trust Score

Highly reliable; strong professional involvement.

70%
Jenny's Career Path
Market Leader, Financial PlanningMay. 2020 -
Present
BMO Financial GroupMarket Leader, Financial Planning
Regional Sales ManagerDec. 2016 -
Present
BMO Global Asset ManagementRegional Sales Manager
Financial PlannerJun. 2015 -
Present
BMO Wealth Management - CanadaFinancial Planner
White Rock, British Columbia, Canada*Consistently ranked within top 10% across Canada *Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning. *Expand existing BMO relationships by consolidating the investable assets of high-net-worth clients to increase BMO's share of wallet *Partn...