Jolene Hall
About Jolene Hall
Jolene Hall is a Manager of Financial Planning at Wellington-Altus Private Wealth in Winnipeg, Manitoba, where she has worked since 2017. She previously held positions at National Bank Financial and Scotia McLeod.
Work at Wellington-Altus Financial
Jolene Hall has been employed at Wellington-Altus Private Wealth since 2017, where she holds the position of Manager, Financial Planning. In this role, she oversees financial planning services, ensuring that clients receive tailored advice and solutions to meet their financial goals. Her tenure at Wellington-Altus spans over seven years, during which she has contributed to the firm's reputation for excellence in financial advisory services in Winnipeg, Manitoba.
Previous Experience at National Bank Financial
Before joining Wellington-Altus, Jolene Hall worked at National Bank Financial as Manager, Wealth Management Offering from 2016 to 2017. In this capacity, she was responsible for managing wealth management services, focusing on client relationships and the development of financial strategies. Her experience at National Bank Financial provided her with valuable insights into the wealth management sector.
Early Career at Scotia McLeod
Jolene Hall began her career in the financial services industry at Scotia McLeod, where she served 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 financial sector. Her early experience contributed to her professional development and understanding of client needs in financial planning.
Professional Background
Jolene Hall has built a solid career in financial planning and wealth management. With over two decades of experience in the industry, she has developed expertise in client relations, financial strategy, and service management. Her career path reflects a commitment to enhancing client financial outcomes and providing comprehensive financial planning services.