Nicolle Hay

Nicolle Hay

Partner Support Specialist @ Wellington-Altus Financial

About Nicolle Hay

Nicolle Hay is a Partner Support Specialist currently working at Wellington-Altus in Calgary, Alberta. She has a background in financial advising, having held various roles at ATB Financial and earned multiple certifications from the Canadian Securities Institute.

Work at Wellington-Altus Financial

Nicolle Hay currently serves as a Partner Support Specialist at Wellington-Altus Financial, a role she has held since 2024. In this position, she is responsible for providing support to partners and enhancing client relationships. Prior to this, she worked as an Associate Investment Advisor at Wellington-Altus from 2021 to 2024, where she gained experience in investment strategies and client advisory services.

Current Role at ATB Financial

Nicolle Hay has been employed at ATB Financial as a Senior Financial Advisor Associate since 2021. In this capacity, she advises clients on financial products and services, helping them to achieve their financial goals. Her extensive background in financial advisory roles contributes to her effectiveness in this position.

Previous Experience at ATB Financial

Before her current role, Nicolle worked at ATB Financial in various capacities. She served as a Financial Advisor Associate from 2017 to 2021, where she provided financial advice and support to clients. Earlier in her career, she was a Customer Service Representative from 2014 to 2017, focusing on client interactions and service delivery in the Calgary area.

Education and Expertise

Nicolle Hay has pursued education at the Canadian Securities Institute, achieving several certifications. She completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) between 2016 and 2017. Additionally, she obtained the Wealth Management Essentials (WME) certification from 2019 to 2020. These qualifications enhance her expertise in financial services and investment management.

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