Jaclyn Corby CIM®
Fredericton
Summary
Chartered Investment Manager with expertise in retirement planning and investment portfolio management at RBC Dominion Securities Inc. Proven ability to enhance client satisfaction through tailored financial strategies and compassionate support during complex situations. Skilled in cash flow management, ensuring optimal performance and risk mitigation for high-net-worth portfolios. Strong focus on team collaboration and achieving results with flexibility to adapt to changing needs. Reliable and results-driven, with client-focused approach and excellent communication abilities.
Overview
14
14
years of professional experience
Work History
Associate Wealth Advisor
RBC Dominion Securities Inc.
12.2015 - Current
- Provided ongoing portfolio monitoring and rebalancing, ensuring alignment with clients'' evolving objectives and market conditions.
- Assisted clients in navigating complex financial situations, such as divorce or inheritance, by providing expert advice and compassionate support.
- Conducted comprehensive financial analyses to identify client goals and develop personalized strategies.
Wealth Associate
RBC Dominion Securities Inc.
11.2012 - 12.2015
- Supported senior advisors with daily tasks including preparing client presentations, processing trades, and managing account documentation.
- Evaluated portfolio performance regularly against benchmarks, adjusting strategies accordingly to ensure long-term success.
- Monitored and updated financial plans to comply with client goals.
Associate
BMO Nesbitt Burns
09.2011 - 11.2012
- Communicated complex investment concepts clearly, enabling clients to make informed decisions about their portfolios.
- Assisted clients in achieving their long-term financial goals through personalized investment strategies.
Education
Chartered Investment Manager -
Canadian Securities Institute
02-2025
Certificate in Advanced Investment Advice -
Canadian Securities Institute
03-2022
Wealth Management Essentials Course -
Canadian Securities Institute
12-2015
Canadian Securities Course -
Canadian Securities Institute
11-2011
Bachelor of Arts - Psychology & Science Technology Studies
St. Thomas University
Fredericton05-2010
Skills
- Cash flow management
- Education funding
- Retirement planning
- Portfolio management
- Estate planning
- Charitable giving strategies
Timeline
Associate Wealth Advisor
RBC Dominion Securities Inc.
12.2015 - Current
Wealth Associate
RBC Dominion Securities Inc.
11.2012 - 12.2015
Associate
BMO Nesbitt Burns
09.2011 - 11.2012
Chartered Investment Manager -
Canadian Securities Institute
Certificate in Advanced Investment Advice -
Canadian Securities Institute
Wealth Management Essentials Course -
Canadian Securities Institute
Canadian Securities Course -
Canadian Securities Institute
Bachelor of Arts - Psychology & Science Technology Studies
St. Thomas University