Julie Gilbert
About Julie Gilbert
Julie Gilbert is a Financial Advisor and Investment Specialist at Scotiabank with a background in financial services and a degree in Sociology from Laurentian University.
Current Position at Scotiabank
Julie Gilbert has been serving as a Financial Advisor at Scotiabank since 2021. Additionally, she holds the role of Investment Specialist since 2020. She is currently based in Rama, Ontario, Canada. In these roles, she provides personalized financial advice to clients, focusing on investment strategies and financial planning.
Previous Experience at CIBC
Before joining Scotiabank, Julie Gilbert worked at CIBC from 2015 to 2020. She held the position of Financial Advisor from 2019 to 2020 and served as a Senior Financial Services Representative from 2015 to 2020. Her responsibilities included advising clients on financial matters and managing financial portfolios.
Early Career at Citi
Julie Gilbert's professional journey includes a significant tenure at Citi, where she worked as a Senior Branch Account Representative from 2010 to 2015. In this role, she was based in Orillia and focused on account management and client relations, ensuring customer satisfaction and efficient account handling.
Educational Background
Julie Gilbert obtained her Bachelor of Arts (B.A.) in Sociology from Laurentian University/Université Laurentienne. Her academic background in sociology has provided her with a strong understanding of social dynamics and human behavior, relevant to her career in financial services.