Stephanie Simard Email & Phone Number
Senior Director of Operations and Partner Onboarding @ Aviso Wealth
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Stephanie Simard Location
- Montreal, QC, CA
Stephanie Simard Work
- Senior Director of Operations and Partner Onboarding @ (March 2026 - Present)
- Senior Director of Operations @ (September 2025 - April 2026)
- Director, client and partner relations, individual insurance @ (March 2024 - September 2025)
- Director @ (June 2020 - June 2023)
- Senior Manager @ (April 2020 - June 2020)
- Associate Director @ (January 2019 - April 2020)
- Team Lead, National Estates Centre @ (August 2016 - January 2019)
- Estate Specialist @ (June 2016 - August 2016)
- Associate Facilitator @ (January 2011 - August 2016)
- Financial Services Manager @ (August 2004 - January 2011)
- Mortgage Underwriter @ (January 2007 - August 2009)
- Investment Development Manager @ (August 1998 - January 2004)
Stephanie Simard Education
- Athabasca University
Bachelor's degree (Bachelors of Management)
2022-2025 - The Lean Six Sigma Company
certificate (SixSigma)
2018-2018 - Canadian Securities Institute
(Financial planning, Estate and trust admin, Risk and insurance, Investment Funds in Cananda)
Stephanie Simard Skills
- Training Facilitation
- Facilitators
- Teaching
- Finance
- Mortgage Underwriting
- Project Management
- Banking
- Mortgage Lending
- Investments
- Credit
- Retail Banking
- Coaching
- Management
- Leadership
- Team Leadership
- Strategic Planning
- Cash Management
- Sales
- Underwriting
- Financial Institutions
- Directors
- Loans
- Refinance
- Financial Analysis
Stephanie Simard Summary
- Stephanie Simard, based in Montreal, QC, CA, is currently a Senior Director of Operations and Partner Onboarding at Aviso. Stephanie Simard brings experience from previous roles at Worldsource Wealth Management, Beneva and IG Wealth Management. Stephanie Simard holds a 2022 - 2025 Bachelor's degree in Bachelors of Management @ Athabasca University. With a robust skill set that includes Training Facilitation, Facilitators, Teaching, Finance, Mortgage Underwriting and more. Stephanie Simard has 1 emails and 1 mobile phone numbers on RocketReach.
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