Magdala Geneste, F.Pl
About Magdala Geneste, F.Pl
Magdala Geneste is a Mutual Fund Representative and Financial Security Advisor with extensive experience in financial services. She has worked at various institutions, including IG Wealth Management and Manulife Securities, and holds multiple financial designations, enhancing her ability to provide comprehensive financial planning.
Work at IG Wealth Management
Magdala Geneste serves as a Mutual Fund Representative and Financial Security Advisor at IG Wealth Management. She has held this position since 2019, working in Boisbriand, Quebec. In her role, she focuses on holistic financial planning, addressing the comprehensive financial needs of her clients. This approach allows her to provide tailored financial advice and solutions.
Previous Experience in Financial Services
Before joining IG Wealth Management, Magdala Geneste accumulated extensive experience in the financial services sector. She worked as a PlanRight Advisor at Manulife Financial from 2015 to 2019 and as a Dealer Representative at Manulife Securities Investment Services Inc. from 2015 to 2019. Additionally, she served as a Retirement Consultant at Standard Life Assurance Company of Canada from 2013 to 2015, focusing on group savings and retirement in the Quebec and Maritimes regions.
Education and Expertise
Magdala Geneste holds a Bachelor of Commerce degree in International Business and Finance from Concordia University, which she completed from 2001 to 2005. She furthered her education at CSI Global Education Inc., where she earned the Financial Planner Designation between 2005 and 2011. She also completed the Group Insurance of Persons Certificate and the Insurance of Persons Certificate at Autorités des Marchés Financiers, enhancing her qualifications in financial advising.
Language Proficiency
Magdala Geneste is proficient in English, French, and Spanish. This multilingual capability enables her to effectively communicate and serve a diverse clientele, enhancing her ability to provide financial advice to a broader audience.
Technical Skills and Background
In addition to her financial expertise, Magdala Geneste possesses skills in Adobe Premiere, allowing her to create and edit promotional materials and presentations. She has a strong background in credit risk and risk management, which supports her role in financial advising. Her experience in technical support further aids her in efficiently resolving client issues.