Sonia Maknoun
About Sonia Maknoun
Sonia Maknoun is a Planificateur Financier at Desjardins, with extensive experience in financial planning and wealth management.
Current Role at Desjardins
Sonia Maknoun currently holds the position of Directrice de comptes gestion de patrimoine in Services signature at Desjardins. She is also serving as a Planificateur financier in Lévis, Quebec, Canada, and in Centre Ville.
Previous Roles at Desjardins
Sonia Maknoun's tenure at Desjardins includes serving as Directrice de compte gestion de patrimoine in 2018 and Planificatrice financière in the Équipe gestion des avoirs from 2010 to 2014 in Île des Sœurs-Verdun. She has been actively involved in various roles related to financial planning and asset management since 2010.
Experience at Scotiabank
Before her roles at Desjardins, Sonia Maknoun worked at Scotiabank from 2005 to 2010. She held the positions of Conseillère finance personnelle and Specialiste gestion des avoirs in Montreal, where she focused on personal finance and asset management.
Educational Background
Sonia Maknoun studied at the Université de Québec à Montréal, obtaining a BAA in Finance, along with certifications in Planification Financière. She further enhanced her financial knowledge by studying at iQPF, earning the credential of Planificatrice Financière.
Areas of Expertise
Sonia Maknoun has expertise in general taxation, business law, marketing, and market studies. She also possesses knowledge in interview techniques and coaching, contributing to her comprehensive skill set in financial planning and wealth management.