Julie Massender, Cfp
About Julie Massender, Cfp
Julie Massender is a Regional Healthcare Specialist at CIBC and an Investment Advisor at RBC Dominion Securities. She has extensive experience in financial planning and advisory roles, primarily with CIBC.
Company
Julie Massender currently works at RBC Dominion Securities as an Investment Advisor. She has been with the company since 2021 in their Kerrisdale office.
Title
Julie Massender holds the title of Regional Healthcare Specialist at CIBC, where she has been employed since 2020.
Education and Expertise
Julie Massender studied Business Administration and Management at Capilano University, where she earned a Diploma in this field.
Career Background
Julie Massender has an extensive career history with CIBC, starting as a Customer Service Representative from 1996 to 1998 in Vancouver. She then served as a Personal Banking Associate from 1998 to 2000. From 2000 to 2011, she worked as a Senior Financial Services Representative in various locations. She subsequently held the position of Senior Financial Advisor from 2011 to 2021 in the Vancouver, Canada Area. In 2021, she had a brief stint as a Senior Financial Planner.
Achievements
Throughout her career, Julie Massender has progressed through various roles in financial services, demonstrating her ability to adapt and grow within the industry. Her long-term commitment to CIBC reflects her expertise and dedication.