Stephanie Simard Email & Phone Number
Senior Director of Operations @ Aviso Wealth
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Stephanie Simard Location
- Montreal, QC, CA
Stephanie Simard Work
- 2026 -now Senior Director of Operations @
- 2025 -now Senior Director of Operations @
- 2024 -2025 Director, client and partner relations, individual insurance @
- 2020 -2023 Director @
- 2020 -2020 Senior Manager @
- 2019 -2020 Associate Director @
- 2016 -2019 Team Lead, National Estates Centre @
- 2016 -2016 Estate Specialist @
- 2011 -2016 Associate Facilitator @
- 2004 -2011 Financial Services Manager @
- 2007 -2009 Mortgage Underwriter @
- 1998 -2004 Investment Development Manager @
Stephanie Simard Education
- Athabasca University
Bachelor's degree (Currently enrolled... 4 year course)
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 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 Currently enrolled... 4 year course @ Athabasca University. With a robust skill set that includes Training Facilitation, Facilitators, Teaching, Finance, Mortgage Underwriting and more. Stephanie Simard has 3 emails and 1 mobile phone numbers on RocketReach.
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