Celeste Stewart
About Celeste Stewart
Celeste Stewart is an Estate & Trust Analyst at MD Financial Management, with a background in Business Administration and Financial Planning. She has over six years of experience in account administration and has a strong commitment to customer service.
Current Role as Estate & Trust Analyst
Celeste Stewart currently serves as an Estate & Trust Analyst at MD Financial Management | Gestion financière MD. She has held this position since 2021, contributing her expertise in estate and trust management. In this role, she is responsible for analyzing and managing estate and trust accounts, ensuring compliance with relevant regulations and providing support to clients in navigating their financial planning needs.
Previous Experience at MD Financial Management
Celeste Stewart has a notable history with MD Financial Management | Gestion financière MD, where she worked in various capacities. She began as an Account Administration Officer from 2016 to 2018, followed by a role as Account Administration Specialist from 2018 to 2019. After a brief period, she transitioned to Centralized Administration Support from 2019 to 2021, before assuming her current role. This progression highlights her adaptability and commitment to the organization.
Educational Background in Financial Planning
Celeste Stewart has a solid educational foundation in financial planning and services. She studied at The Open University, earning a Bachelor’s Degree in Business Administration and Management from 2009 to 2015. Additionally, she obtained a Graduate Financial Services Certificate from Algonquin College of Applied Arts and Technology in 2016. Her qualifications also include a Certificate in Financial Planning and Services from the Chartered Insurance Institute, achieved in 2008.
Customer Service Expertise
Celeste Stewart has a long history of delivering excellent customer service, which she takes pride in. Her experience spans various roles, including her time as a Checkout Supervisor at Tesco in the United Kingdom from 1997 to 2002. This background has equipped her with strong interpersonal skills and the ability to address client needs effectively, contributing to her success in the financial services sector.
Professional Development and Scholarships
Celeste Stewart is committed to her professional development in the financial services industry. She gained additional qualifications through the Canadian Securities Institute, including the Canadian Securities Course and Financial Planning qualifications. During her studies at Algonquin College, she was awarded the Advocis Scholarship by The Financial Advisors Association of Canada, recognizing her dedication and potential in the field.