Julie Gauthier
About Julie Gauthier
Julie Gauthier serves as the Responsable Planification De Patrimoine in Québec at MD Financial Management, where she has worked since 2014. With extensive experience in financial planning and compliance, she provides training to advisors and has developed resources to support client acquisition and financial planning.
Current Role at MD Financial Management
Julie Gauthier serves as Responsable Planification De Patrimoine in Québec at MD Financial Management | Gestion financière MD. She has held this position since 2014, accumulating 10 years of experience in this role. In her current capacity, she provides training to financial advisors both in-class and virtually, ensuring that they are equipped with the necessary skills and knowledge to serve clients effectively.
Previous Experience at MD Financial Management
Prior to her current role, Julie Gauthier worked at MD Financial Management | Gestion financière MD in various capacities. She was a Planificateur financier from 1999 to 2014, totaling 15 years of experience in financial planning. She also served as Conseiller principal au développement des affaires for two years from 2009 to 2011. During her tenure, she designed a sales process that included tools and supports to facilitate new client acquisition.
Education and Professional Development
Julie Gauthier has a solid educational background in finance and financial planning. She studied at UQTR - Université du Québec à Trois-Rivières, earning a Baccalauréat en administration from 1990 to 1993. She furthered her education at Institut québecois de planification financière IQPF, achieving the designation of planificateur financier in 1997. Additionally, she studied at VitalSmarts, completing a course in Crucial Conversations in 2016, and is currently studying at Autorité des marchés financiers to achieve the designation of Conseiller en sécurité financière.
Contributions to Financial Planning
Julie Gauthier has made significant contributions to the field of financial planning. She developed a comprehensive guide to support financial planning for various life events of clients. Additionally, she contributed to a major project focused on creating easily accessible content for financial advisors, enhancing the resources available to professionals in the industry.