Joanna S.
About Joanna S.
Joanna S. is a Mortgage Specialist with extensive experience in personal and commercial mortgages, currently working at CIBC in Beloeil, Quebec, Canada.
Current Role at Scotiabank
Joanna S. is currently serving as a Home Financing Advisor at Scotiabank, a role she began in 2021. Her work focuses on advising clients on home financing solutions, personalizing mortgage plans to meet client needs, and providing expert guidance on various financing options available through Scotiabank.
Past Experience at CIBC
Between 2019 and 2021, Joanna held the position of Mortgage Specialist at CIBC in Beloeil, Quebec, Canada. In this role, she provided specialized advice on mortgage products, assisted clients with their mortgage applications, and helped them navigate the complexities of mortgage lending to secure suitable financing solutions.
Career at RBC
Joanna S. has a lengthy history with RBC, where she initially served as a CSR 2 from 2009 to 2012. She later took on the role of Banking Advisor in 2012, bringing her expertise in financial services to support clients in Quebec, Canada. Her responsibilities included advising clients on banking products, managing financial accounts, and providing comprehensive financial planning services.
Education and Expertise
Joanna S. holds a certification in Financial Planning and Services from the Canadian Securities Institute, which she achieved between 2017 and 2020. She also completed a diploma in Social Sciences from Vanier College from 1988 to 1990. Among her areas of expertise are personal and commercial mortgages, business relationship management, and risk management, enabling her to offer nuanced financial advice and build strong client relationships.
Specializations in Mortgage Products
With a specialization in both personal and commercial mortgages, Joanna S. has developed a comprehensive skill set in handling different types of mortgage products. Her expertise allows her to tailor solutions for both individual homeowners and commercial entities, ensuring that all client needs are addressed effectively.