Shanna Findlay
About Shanna Findlay
Shanna Findlay is an Associate Consultant at IG Wealth Management in Kamloops, BC, where she has worked since 2018. She focuses on client relationship management and actively promotes financial literacy through local seminars and community outreach initiatives.
Work at IG Wealth Management
Shanna Findlay has been serving as an Associate Consultant at IG Wealth Management since 2018. In this role, she focuses on client relationship management, which plays a crucial part in client retention and satisfaction. Her responsibilities include organizing local seminars and workshops that address personal finance and investment strategies. Through these initiatives, she aims to enhance the financial knowledge of clients and the community.
Education and Expertise
Shanna Findlay studied at University College of Cariboo, where she earned an Accounting Technician Diploma from 1999 to 2002. This educational background provides her with a solid foundation in accounting principles, which supports her work in financial planning and wealth management. She has also participated in professional development programs to further enhance her expertise in these areas.
Background
Before joining IG Wealth Management, Shanna Findlay worked at Nerium International as an Independent Brand Partner from 2015 to 2018. This role allowed her to gain experience in direct sales and client engagement. Her transition to the financial sector reflects her commitment to helping individuals manage their finances effectively.
Community Involvement
Shanna Findlay is actively engaged in community outreach initiatives aimed at promoting financial literacy in the Thompson-Nicola region. She organizes local seminars and workshops that educate participants on personal finance and investment strategies. Her efforts contribute to raising awareness and improving the financial knowledge of the community.