Krista Wark C.I.M.
About Krista Wark C.I.M.
Krista Wark is a Manager of Wealth Operations, Financial Adjustments at IG Wealth Management, with over 18 years of experience in the Financial Services Industry. She has a strong educational background, including a C.I.M. designation from the University of Manitoba and various courses from IFIC.
Current Role at IG Wealth Management
Krista Wark serves as the Manager of Wealth Operations, Financial Adjustments at IG Wealth Management. She has held this position since 2020 in Winnipeg, Manitoba, Canada. In this role, she leads a team responsible for managing financial adjustments across various account types, including RRSP, TFSA, and RESP. Her leadership focuses on ensuring accuracy and efficiency in financial operations.
Previous Experience at IG Wealth Management
Krista Wark has extensive experience at IG Wealth Management, having worked there in various capacities since 2013. She was a Team Leader in Operations Services from 2013 to 2015, then served as a Senior Team Leader in Operations Services, Financial Adjustments from 2017 to 2020. Additionally, she worked as a Team Leader in the Quality Team from 2015 to 2017. Her roles have contributed to her deep understanding of operational processes within the organization.
Education and Certifications
Krista Wark has a strong educational background, having studied at the University of Manitoba. She achieved a C.I.M. designation from 2011 to 2016 with a GPA of 4.3. Additionally, she completed the Branch Managers' Course and the Canadian Investment Funds Course at IFIC. Her studies also include Supervisory Management levels I & II and the Canadian Investment Funds Operations Course. She has a foundational education in Physical Education and Psychology from 1994 to 1997.
Training and Development Contributions
Krista Wark has developed and authored training manuals for the Winfund database software, which has improved the training and mentoring processes within her team. She is recognized for her ability to adapt training materials to cater to diverse audiences, ensuring effective knowledge retention. Her contributions have enhanced the operational efficiency of her team.
Industry Experience and Skills
With over 18 years of experience in the Financial Services Industry, Krista Wark has expertise in both MFDA and IIROC platforms. She is known for her exceptional organizational and problem-solving skills, particularly in high-pressure, time-sensitive environments. Her extensive experience has equipped her with the ability to navigate complex financial operations effectively.