Karen Cheung
About Karen Cheung
Karen Cheung serves as the National Onboarding Coordinator at IG Wealth Management, a position she has held since 2021. She has extensive experience in customer service and operations, having worked for various financial institutions including TD, Standard Life, and Scotiabank.
Current Role at IG Wealth Management
Karen Cheung serves as the National Onboarding Coordinator at IG Wealth Management. In this role, she is responsible for overseeing the onboarding process for new clients and ensuring a smooth transition into the company's services. Her experience in customer service and operations supports her effectiveness in this position.
Previous Experience in Financial Services
Karen Cheung has extensive experience in the financial services sector. She worked at TD in various roles, including Customer Service Representative, Manager Customer Service, and Commercial Operations Officer. Additionally, she held positions at Standard Life as a Customer Service Representative and at Scotiabank as a Customer Service Manager. Her tenure at London Life included roles as a Customer Service Specialist and a Specialist in New Issue and Plan Wind-up.
Educational Background
Karen Cheung studied at College Maisonneuve, where she focused on Psychology and earned a degree in Social Science. She furthered her education at Université de Montréal, where she studied Political Science from 2006 to 2009. This educational foundation supports her analytical skills and understanding of client needs in her professional roles.
Career Timeline
Karen Cheung's career spans over a decade in customer service and operations within the financial sector. She began her career at TD as a Customer Service Representative from 2006 to 2008. She then progressed to various roles at TD, Standard Life, Scotiabank, and London Life, accumulating diverse experience before joining IG Wealth Management in 2021.