Julia Virga
Calgary,Canada
Summary
CFA Level 1 candidate with a Master’s in Corporate Finance from SDA Bocconi. Strong communication, analytical, and team collaboration skills, with experience in client support and portfolio management. Trilingual (English, French, Italian) with dual Canadian/Italian citizenship with cultural awareness gained from global experiences across Europe and Canada.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate, Private Wealth
Fiera Capital
09.2024 - 04.2025
- Executed trades, rebalanced and optimized client portfolios to align with investment goals and risk profiles.
- Handled client requests and served as the primary point of contact for portfolio-related inquiries and support.
- Facilitated account openings, money movement, and collaborated with the team to ensure efficient portfolio management and client servicing.
Search Consultant - Summer Positions
Global Recruiters Calgary
05.2020 - 09.2023
- Researched, qualified, and recruited top candidates in the pharmaceutical, biotech, and packaging industries using advanced search techniques.
- Conducted cold calls to clients, building relationships to expand the client base.
- Successfully placed four candidates in management positions across the U.S. and Canada, generating over USD $100,000 in revenue per placement.
Customer Experience Associate
TD Canada Trust
05.2022 - 05.2023
- Provided retail banking services, including account transactions, cash handling, and financial advice.
- Trained in opening/closing procedures, ensuring accurate cash balance and branch reconciliation.
Education
Master of Corporate Finance - Finance
SDA Bocconi
Milan, Italy11-2024
Bachelor of Arts - Applied Economics
Queen's University
Kingston, ON05-2022
Skills
- Financial Analysis
- Data Analysis & Modeling
- Client Service & Relationship Management
- Teamwork & Collaboration
- Problem-Solving & Strategic Thinking
Languages
English
French
Italian
Certification
Canadian Securities Institute
• Completed Volume 1 and Volume 2 of the Canadian Securities Course.
CFA Institute - Level 1 Candidate
• Writing CFA Level 1 in May 2025.
Timeline
Associate, Private Wealth
Fiera Capital
09.2024 - 04.2025
Customer Experience Associate
TD Canada Trust
05.2022 - 05.2023
Search Consultant - Summer Positions
Global Recruiters Calgary
05.2020 - 09.2023
Master of Corporate Finance - Finance
SDA Bocconi
Bachelor of Arts - Applied Economics
Queen's University
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