Morgan Lambert
About Morgan Lambert
Morgan Lambert is an Associate Consultant at Investors Group in Winnipeg, Manitoba, where he has worked since 2016. He has a background in financial services and previously served as a Senior Personal Banker at Scotiabank for ten years.
Work at Investors Group
Morgan Lambert has been employed as an Associate Consultant at Investors Group since 2016. In this role, Lambert operates out of Winnipeg, Manitoba, providing financial planning advice and products to clients. The position involves leveraging exceptional sales skills to foster lasting relationships with clients. Investors Group is a member of the IGM Financial Inc. group, which is publicly traded on The Toronto Stock Exchange under the symbol IGM.
Previous Experience at Scotiabank
Before joining Investors Group, Morgan Lambert worked at Scotiabank for a decade, from 2006 to 2016, in Toronto, Ontario. During this time, Lambert held the position of Senior Personal Banker, where responsibilities included managing client accounts and providing tailored financial solutions. This experience in the banking sector contributed to a solid foundation in financial services.
Education and Expertise
Morgan Lambert earned a Bachelor's degree in French Studies from the University of Manitoba, completing the program from 2001 to 2004. This educational background complements Lambert's expertise in financial services, enhancing communication skills and cultural understanding, which are beneficial in client interactions.
Background in Financial Services
Morgan Lambert has a strong background in financial services, with a focus on delivering quality financial planning advice. This experience encompasses both the banking and consulting sectors, allowing Lambert to understand diverse client needs and provide effective financial solutions.
Sales Skills and Client Relationships
Morgan Lambert possesses exceptional sales skills that play a crucial role in developing and maintaining client relationships at Investors Group Financial Services Inc. These skills are essential for understanding client requirements and delivering personalized financial advice and products.