Trish Smart's Location
Vancouver, BC, CA
Trish Smart's Work
- VP, Learning and Development @ Aviso Wealth
- VP, Business Practices @ Aviso Wealth
- VP, Strategic Initiatives and Execution @ Aviso Wealth
- Senior Segment Manager, Wealth @ First West Credit Union
- Director, Learning and Development @ Aviso Wealth
- Director of Program Management and Training @ Qtrade Financial Group
- Manager, Training and Program Delivery @ Qtrade Financial Group
- Wealth Management Training Specialist @ Qtrade Financial Group
- Branch Manager, Compliance Training Associate @ Qtrade Financial Group
- Manager, Partner Integration (Transition Services) @ Qtrade Financial Group
Trish Smart's Education
- CSI - Personal Financial Services Advice2016 - 2016
- CSI
(Financial Planning II)
2015 - 2015 - CSI
(Financial Planning I)
- IFSE
Branch Manager Course
2012 - 2012 - IFSE- Canadian Investment Funds Course2011 - 2011
Trish Smart's Skills
- Wealth Management
- Mutual Funds
- Investments
- Management
- Training
- Financial Advisory
- Strategic Financial Planning
- Financial Services
- Retirement Planning
- Securities
Trish Smart's Summary
Trish Smart, based in Vancouver, BC, CA, is currently a VP, Learning and Development at Aviso Wealth, bringing experience from previous roles at Aviso Wealth and First West Credit Union. Trish Smart holds a 2016 - 2016 CSI - Personal Financial Services Advice. With a robust skill set that includes Wealth Management, Mutual Funds, Investments, Management, Training and more, Trish Smart contributes valuable insights to the industry. Trish Smart has 2 emails on RocketReach.
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