Jolene Hall
About Jolene Hall
Jolene Hall is a Manager of Financial Planning at Wellington-Altus Private Wealth, where she has worked since 2017. She previously held positions at National Bank Financial and Scotia McLeod, contributing to her extensive experience in the financial sector.
Work at Wellington-Altus Financial
Jolene Hall has been serving as the Manager of Financial Planning at Wellington-Altus Private Wealth since 2017. In this role, she oversees financial planning services and works closely with clients to develop tailored financial strategies. Her tenure at Wellington-Altus spans seven years, during which she has contributed to the firm's reputation for providing comprehensive wealth management solutions.
Previous Experience at National Bank Financial
Prior to her current position, Jolene Hall worked at National Bank Financial as the Manager of Wealth Management Offering from 2016 to 2017. During her one-year tenure in Montréal, Quebec, she was responsible for managing wealth management services and enhancing client relationships. This role provided her with valuable experience in the financial sector.
Early Career at Scotia McLeod
Jolene Hall began her career in the financial industry at Scotia McLeod, where she worked as a Service Assistant from 1998 to 1999. This role allowed her to gain foundational knowledge and skills in client service and support within the wealth management sector.
Education and Expertise
While specific educational details are not provided, Jolene Hall's extensive experience in financial planning and wealth management indicates a strong background in finance. Her roles at various financial institutions demonstrate her expertise in client relations and financial strategy development.