Lison Belanger

Client Service Specialist @ MD Financial Management

About Lison Belanger

Lison Belanger is a Client Service Specialist at MD Financial Management in Vancouver, Canada, where she has worked since 2012. She has a background in finance and customer service, with previous roles at AXA Assistance Canada and Industrial Alliance Pacific.

Work at MD Financial Management

Lison Belanger has been employed at MD Financial Management | Gestion financière MD since 2012, serving as a Client Service Specialist for 12 years in Vancouver, Canada. In this role, she is responsible for training newly hired Client Service Specialists and providing support to them as they transition into their positions. Prior to her current role, she worked as an Inquiry Representative at the same organization from 2010 to 2012 in Ottawa, Ontario.

Education and Expertise

Lison Belanger has pursued extensive education in finance and customer service. She studied at the Canadian Securities Institute, where she completed the Wealth Management Essentials (WME) program in 2018. Additionally, she achieved the Conduct and Practices Handbook Course (CPH) in 2012 and the Canadian Securities Course (CSC) in 2011. Lison also attended the BCIT School of Business, earning certificates in Excellence in Customer Service I & II in 2009.

Background

Before joining MD Financial Management, Lison Belanger worked in various roles that contributed to her expertise in client services. She was an International Assistance Coordinator at AXA Assistance Canada from 2005 to 2007 in Montreal, Quebec. She also served as a Claims Assistant at Industrial Alliance Pacific from 2008 to 2010 in Vancouver, British Columbia.

Achievements

Lison Belanger has participated in several projects related to new applications at MD Financial Management. She has also volunteered for various client events, including Med Students Backpack Day and Physician & Family Entertainment events, demonstrating her commitment to community engagement and client relations.

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