Roberta Winn
About Roberta Winn
Roberta Winn is an Executive Assistant with 27 years of experience in the investment industry, currently working at IG Wealth Management in Winnipeg, Manitoba. She has held various roles at notable financial institutions, including BMO Nesbitt Burns, National Bank Financial, and TD.
Work at IG Wealth Management
Roberta Winn has been employed at IG Wealth Management as an Executive Assistant since 2019. In this role, she supports the operational needs of the organization, contributing to the efficiency of the team. Her experience in the investment industry enhances her ability to provide quality service and support within the firm.
Previous Experience in the Investment Industry
Roberta Winn has accumulated 27 years of experience in the investment industry. Prior to her current role, she worked at several financial institutions. She was a Licensed Sales Associate at BMO Nesbitt Burns for four months in 2018, an Administrative Assistant at National Bank Financial from 2014 to 2016, and a Sales Associate at TD from 2006 to 2014. Additionally, she served as an Administrative Assistant at CIBC Wood Gundy from 2000 to 2006 and as an Associate at Richardson GMP from 2016 to 2017.
Education and Expertise
Roberta Winn studied at the Canadian Securities Institute, where she completed the Canadian Securities Course (CSC) and achieved the Conduct and Practices Handbook (CPH) certification. She is a Licensed Investment Representative, which reflects her knowledge and expertise in the investment sector.
Career Timeline in Financial Services
Roberta Winn's career in financial services spans several roles and institutions. She began her career at BMO Nesbitt Burns as an Assistant from 1994 to 2000. After that, she worked at CIBC Wood Gundy for six years, followed by a position at TD for eight years. She then transitioned to National Bank Financial and later to Richardson GMP, before joining IG Wealth Management.