Claire Campbell
About Claire Campbell
Claire Campbell is a Client Service Associate at MD Financial Management in Halifax, Nova Scotia, where she has worked since 2021. With extensive experience in financial services and a background in human resources and sociology, she focuses on connecting physicians and their families with financial consultants to support their financial planning needs.
Work at MD Financial Management
Claire Campbell has been serving as a Client Service Associate at MD Financial Management | Gestion financière MD since 2021. In this role, she emphasizes the importance of financial planning for overall well-being. Her responsibilities include connecting physicians and their families with financial consultants to address financial questions throughout various life stages, from medical school to retirement. Prior to her current position, she worked in several roles at MD Financial Management, including Physician Engagement Specialist and Advisory Team Coordinator.
Education and Expertise
Claire Campbell holds a Post Graduate Certificate in Human Resources Management from Humber College, which she completed in 2006. She also earned a Bachelor of Arts in Sociology from Saint Mary's University, graduating in 2004. Her educational background supports her expertise in financial planning and client service within the financial sector.
Background
Claire Campbell has a diverse professional background in the financial services industry. She began her career at BMO Financial Group, where she held various positions, including Financial Services Manager and Senior Group Services Representative. She has also worked as a Recruiter and an Associate Instructional Designer. Claire moved to Nova Scotia to embrace the East Coast lifestyle and further her career in financial planning.
Career Progression
Claire Campbell's career at MD Financial Management spans multiple roles, starting as a Licensed Client Assistant from 2015 to 2017, followed by her position as Advisory Team Coordinator until 2020. She then transitioned to the role of Physician Engagement Specialist before becoming a Client Service Associate. Her experience at BMO Financial Group further solidified her skills in financial services, where she worked for several years in various capacities.
Professional Impact
In her current role at MD Financial Management, Claire Campbell plays a crucial part in enhancing financial literacy among physicians and their families. By connecting clients with financial consultants, she addresses a range of financial questions, thereby contributing to their financial well-being and planning for the future.