Erin E. Wilson, Cima®, Cim
About Erin E. Wilson, Cima®, Cim
Erin E. Wilson is the Vice President of Private Wealth Management at IG Wealth Management in Calgary, Alberta, a position she has held since 2020. With a background in finance and communications, she has accumulated over 15 years of experience in various roles within the financial services industry.
Work at IG Wealth Management
Erin E. Wilson has served as Vice President of Private Wealth Management at IG Wealth Management since 2020. Based in Calgary, Alberta, Canada, she has contributed to the firm's wealth management strategies and client relations. Her role involves overseeing private wealth services and ensuring the delivery of tailored financial solutions to clients.
Previous Employment History
Prior to her current position, Erin held various roles in the financial services sector. She worked at ScotiaMcLeod as an Administrative Assistant from 2001 to 2002. She then joined Franklin Templeton Investments, where she served as a Sales Associate from 2006 to 2007, followed by a Business Development Manager from 2006 to 2008. Erin also worked at Dynamic Funds as Vice President of Systemized Solutions from 2010 to 2020, and at Standard Life Investments as an Inside Sales Consultant from 2009 to 2010. Additionally, she was a Regional Sales Manager at Franklin Templeton Investments for eight months in 2008 to 2009.
Education and Expertise
Erin E. Wilson earned a Bachelor of Communications degree from Mount Royal College, where she studied Communication, Journalism, and Related Programs from 1995 to 1999. Her educational background supports her expertise in financial communication and client engagement within the wealth management sector.
Consulting Experience
In 2020, Erin worked as a Consulting Specialist at Thrivos Consulting LLC for five months. This role allowed her to apply her extensive knowledge in wealth management and consulting to assist clients in navigating financial strategies and solutions.