Jenny Wright
Senior Consultant, Practice Management @Scotia Wealth Management
Burnaby, BC, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2023 — Present
Senior Consultant, Practice Management @Scotia Wealth Management
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Vancouver, BC, CA
EDUCATION
2012 — 2013
Canadian Institute of Financial Planning
Registered Retirement Consultant
2017 — 2019
Co-Active Training Institute
Life Coach
2019
Think2Perform
Behavioural Financial Advice Program
2019 — 2023
Co-Active Training Institute
Leadership Program
N/A
Kolbe Corp
Kolbe Certified Consultant
N/A
Canadian Securities Institute
FMA
SKILLS
CmsWebexStrategic Financial PlanningInvestmentsThompson OneUniverisIbm (Ism) / OssRetirement PlanningThomson OneDataphileMaximizerActNaviplan ExtendedMutual FundsVantage Cms (Xeye)AdpWealth ManagementMs Office 2007 / 2010
ABOUT JENNY WRIGHT
A passionate Wealth Management coach, facilitator and consultant, specializing in guiding advisory teams and leaders to an optimal practice structure, building strong, growth-focused businesses.
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