Joanne Rogers Email
Senior Business Consultant @ Counterpart
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Joanne Rogers Location
- Canada
Joanne Rogers Work
- Senior Business Consultant @ (August 2019 - Present)
- Senior Business Consultant @ (August 2019 - June 2022)
- Mutual Funds Investment Specialist @ (August 2018 - August 2019)
- Account Manager @ (June 2018 - August 2019)
- Investment Specialist @ (January 2018 - June 2018)
- Premier Relationship Manager @ (January 2015 - January 2018)
- Mortgage Advisor @ CIBC (April 2014 - November 2014)
- Office Manager @ (October 2013 - March 2014)
- Investment Specialist @ (December 2011 - October 2013)
- Premier Relationship Manager @ (August 2008 - December 2011)
- Manager, Member Services @ (September 2001 - June 2006)
- Senior Lending Officer @ (October 2003 - July 2004)
- Trust Administrator and Account Manager, PFS @ (August 1996 - October 1999)
- Executive Assistant to Regional Manager Personal Trust @ Montreal Trust (March 1993 - March 1995)
Joanne Rogers Education
- Canadian Securities Institute
(Personal Financial Planning)
2011-2013 - Canadian Securities Instititute
(Branch Compliance Manager)
2006-2006 - Canadian Securities Institute
(Canadian Securities Course)
1998-1998 - Canadian Securities Institute
(Mutual Funds Licence)
1997-1997 - Techno Canada Institute
(Business Analysis)
Joanne Rogers Skills
- Retirement Planning
- Investment Strategies
- Personal Financial Services
- Financial Planning
- Investments
- Banking
- Wealth Management
- Credit
- Mutual Funds
- Mortgage Lending
- Portfolio Management
- Insurance
- Personal Finance
- Loans
- Strategic Financial Planning
- Financial Advisory
- Wealth
- Retirement
- Finance
- Financial Planners
- Wealth Management Services
- Estate Planning
- Financial Services
- Retail Banking
- Residential Mortgages
- Commercial Banking
- Wealth Accumulation
- Investment Advisory
- Critical Illness
- Income Protection
- Relationship Management
- Branch Banking
- Asset Management
- Credit Analysis
- Financial Risk
- Commercial Mortgages
- Securities
- Pensions
- Commercial Lending
- Consumer Lending
- Investment Management
- Risk Management
- Fixed Annuities
- Refinance
- Personal Financial Planning
- Lines Of Credit
- Asset Allocation
- Credit Risk
- Debt Consolidation
- Financial Analysis
- Microsoft Office
- Public Speaking
- Microsoft Word
Joanne Rogers Summary
- Joanne Rogers, based in Canada, is currently a Senior Business Consultant at Counterpart. Joanne Rogers brings experience from previous roles at Counterpart, CREDENTIAL ASSET MANAGEMENT LIMITED, Interior Savings and Scotiabank. Joanne Rogers holds a 2011 - 2013 Canadian Securities Institute. With a robust skill set that includes Retirement Planning, Investment Strategies, Personal Financial Services, Financial Planning, Investments and more. Joanne Rogers has 1 emails on RocketReach.
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