Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Jennifer Morrison

London

Summary

Experienced financial services professional with over 20 years of proven track record. Skilled in preparing and delivering financial plans to high net worth clients and business owners. Conducts in-depth discovery sessions to understand clients' financial and estate planning goals. Proficient in delivering formal and informal presentations to various audiences. Successfully establishes marketing plans and provides detailed financial, tax, and estate planning solutions to clients, consistently exceeding sales and service targets.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Senior Wealth Management Consultant

BMO Wealth Management
05.2015 - Current
  • Provide wealth planning, advanced financial planning, guidance and counsel focused on high net worth and ultra high net worth client segments.
  • Leads the planning engagement from discovery to delivery and implementation
  • Work collaboratively with relationship managers and subject matter experts to develop and deliver best class wealth, insurance and estate plans
  • Work with business owners (ranging from $1M business value to $100M business value) to help with transition planning (whether to family, employees or third party buyer)
  • Provide coaching and training to investment advisors to support delivery of wealth planning recommendations

Part Time Professor

Fanshawe College, Lawrence Kinlin School of Business
09.2012 - 04.2014
  • Courses taught - Intro to Business, and the Canadian Securities Course
  • Class size ranging from 35 - 55 students
  • Anonymous student feedback at end of semester was overwhelmingly positive
  • Established and maintained inclusive and collaborative culture within classroom
  • Used different learning modes to engage students in achieving learning outcomes

Financial Planner

Zavitz Insurance
02.2009 - 04.2014
  • Responsible for creating and running financial planning services at the company
  • Researched and evaluated the best planning software for the client segment
  • Established policies and procedures for financial planning at the firm
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan

Bookkeeper

Revita Medispa
01.2005 - 03.2007
  • Completed payroll for employees and maintained detailed records of procedures
  • Maintained and processed invoices, deposits, and money logs
  • Established QuickBooks accounting system to reflect accurate financial records.

Associate Financial Consultant

MD Management
04.2003 - 01.2005

Regional Administrative Assistant

MD Private Trust
05.2001 - 04.2003

Financial Services Officer

TD Canada Trust
01.1997 - 05.2001

Education

Honours BA - Economics/Psychology

McMaster University
Hamilton, ON

Skills

  • Asset allocation
  • Quantitative analysis
  • Retirement planning
  • Investment strategies
  • Cash flow management
  • Financial planning
  • Business development
  • Estate flow diagramming
  • Estate planning
  • Tax planning
  • Client education
  • Relationship building

Additional Information

Currently hold CFP and TEP designations. Have held CIM, CSC, LLQP and am willing to obtain again if needed. Proficient on various financial planning software such as FP Solutions, Naviplan, Voyant and Razor. Various volunteer roles such as Financial Literacy Program mentor (Goodwill), Women's Health Committee member (London Health Sciences Foundation), Organizing Committee member for Jewels and Jeans Dinner Gala (Arthritis Society), Investment Committee member (Dundas Street Centre United Church ), Golf Tournament Organizer (Merrymount Children's Centre). Coached skating, basketball and soccer, participated in various running events (marathon, half-marathons, triathlons). Enjoy skiing, time with family and friends, and any spare time is currently spent on a tennis court.

Certification

  • Currently hold CFP and TEP designations


Timeline

Senior Wealth Management Consultant

BMO Wealth Management
05.2015 - Current

Part Time Professor

Fanshawe College, Lawrence Kinlin School of Business
09.2012 - 04.2014

Financial Planner

Zavitz Insurance
02.2009 - 04.2014

Bookkeeper

Revita Medispa
01.2005 - 03.2007

Associate Financial Consultant

MD Management
04.2003 - 01.2005

Regional Administrative Assistant

MD Private Trust
05.2001 - 04.2003

Financial Services Officer

TD Canada Trust
01.1997 - 05.2001

Honours BA - Economics/Psychology

McMaster University

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