Renee Joubert
About Renee Joubert
Renee Joubert is a Client Services Specialist at MD Financial Management in Kelowna, British Columbia, where she has worked since 2017. She has extensive experience in various roles within the company, including positions as Regional Investment Administrator and Client Assistant.
Current Role as Client Services Specialist
Renee Joubert serves as a Client Services Specialist at MD Financial Management | Gestion financière MD. She has held this position since 2017, contributing to the firm for a total of seven years. In this role, she focuses on providing support and assistance to clients, ensuring their needs are met effectively.
Previous Experience at MD Financial Management
Renee Joubert has extensive experience at MD Financial Management | Gestion financière MD, having worked in various roles since 2009. She began as a Client Assistant from 2009 to 2011, then transitioned to the position of Advisory Team Coordinator from 2011 to 2012. Following this, she served as a Regional Investment Administrator from 2012 to 2014, and again from 2015 to 2017, demonstrating her growth within the organization.
Education Background
Renee Joubert studied at Okanagan College, where she gained foundational knowledge and skills that support her career in financial management. Her education has contributed to her professional development and effectiveness in her roles at MD Financial Management.
Work History in Financial Services
Renee Joubert has a solid work history in the financial services sector, primarily with MD Financial Management | Gestion financière MD. Over the years, she has accumulated a wealth of experience in client services and investment administration, which has equipped her with the necessary skills to excel in her current role.