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Julia Clapp

Julia Clapp

Financial Services Manager and Customer Service Rep

Followers of Julia Clapp263 followers
location of Julia ClappCoquitlam, British Columbia, Canada

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  • Timeline

  • About me

    Business college instructor helping students build their skill set as they launch their careers

  • Education

    • Canadian Securities Institute

      -
      Wealth Management Essentials

    • Canadian Securities Institute

      -
      Canadian Securities Course

    • Canadian Securities Institute

      -
      Conduct and Practices Handbook

    • Canadian Securities Institute

      -
      Investment Funds in Canada

    • IFSE Institute Canada

      -
      Life License Qualifying Program

    • Thompson Rivers University

      2009 - 2013
      Bachelor of Business Administration - BBA Finance, General

    • Thompson Rivers University

      2019 - 2020
      Master of Business Administration - MBA Business Administration and Management, General

      Project completion route (Leadership)

    • Kwantlen Polytechnic University

      2007 - 2008
      Fashion Marketing Certificate Fashion Marketing

  • Experience

    • BMO Financial Group

      May 2012 - Jun 2015
      Financial Services Manager and Customer Service Rep

    • Abbott Wealth Management Inc.

      Sept 2015 - Aug 2019
      Associate Financial Advisor

    • Thompson Rivers University

      Sept 2020 - May 2021
      Sessional Instructor

      Courses taught in the Applied Business Technology Program at TRU:ABTS 1530 Administrative ProceduresABTS 1100 Word Processing 1ABTS 1110 Word Processing 2 ABTS 1250 Integrated Project

    • CodeCore College

      Nov 2021 - now
      Business Instructor

      Courses taught:COMM 121 - CommunicationsCOMM 131 - Business CommunicationsACCT 106 - Accounting 1

    • Alexander College

      Aug 2022 - now
      Commerce Instructor

      Starting in September 2022 as a Sessional InstructorCourses taught:COMM 100 - Introduction to Business

  • Licenses & Certifications