Leah Robertson
About Leah Robertson
Leah Robertson is an Associate Consultant at IG Wealth Management, where she supports consultants in developing financial plans and managing client relationships. She has a background in business administration and has held various roles in client relations and administration across multiple organizations.
Current Role at IG Wealth Management
Leah Robertson serves as an Associate Consultant at IG Wealth Management, a position she has held since 2020. In this role, she supports two highly productive consultant practices at Investors Group Financial Services Inc. Her responsibilities include assisting consultants in developing financial plans and advising clients. Leah also leads and manages lower tier relationships within the team, ensuring effective communication and follow-up with clients.
Previous Experience in Financial Services
Prior to her current position, Leah worked at Mandeville Private Client Inc. as an Administrative Assistant from 2013 to 2015. In this role, she gained valuable experience in the financial services sector. Additionally, she held the position of Events & Public Relations Coordinator at Gabriel Pizza Franchise Corporation from 2019 to 2020, where she focused on managing events and public relations efforts.
Educational Background
Leah Robertson has a strong educational foundation in business and communications. She studied at Carleton University, where she earned a Bachelor of Business Administration with a focus on Criminology & Criminal Justice from 2013 to 2014. She furthered her education at Laurentian University, obtaining a Bachelor of Business Administration (BBA) in Business/Corporate Communications from 2015 to 2019.
Skills and Responsibilities
In her role as an Associate Consultant, Leah consistently communicates, follows up, and monitors client strategies to ensure alignment with their financial goals. She generates business through referrals and next-generation relationships, while also finding opportunities within the existing book of business to enhance client engagement. Additionally, she handles compliance and regulatory administration as part of her responsibilities.
Experience in Retail Management
Leah has experience in retail management, having worked at MAC Cosmetics as an Assistant Manager and Makeup Artist from 2016 to 2019. This role provided her with skills in customer service and team leadership, contributing to her overall professional development.