Talk to sales Try for Free
Emily Tucker, CIM®

Emily Tucker, CIM®

Social Media Coordinator / Retail Advisor

Followers of Emily Tucker, CIM®1000 followers
location of Emily Tucker, CIM®Canada

Connect with Emily Tucker, CIM® to Send Message

Connect

Connect with Emily Tucker, CIM® to Send Message

Connect

  • Timeline

  • About me

    Investment Associate & Associate Portfolio Manager | Scotia Wealth Management | Tucker Willson Group

  • Education

    • Blyth Academy

      2012 - 2014
      High School Diploma

    • Havergal College

      2010 - 2012

    • Dalhousie University

      2014 - 2018
      Bachelor of Commerce (B.Com.)

  • Experience

    • Carriage Trade

      Mar 2014 - Jun 2014
      Social Media Coordinator / Retail Advisor

      • Developed, created and maintained social media awareness for a high-end retail location for the expansion into a new market targeting the 19-30 female demographic• Advised employer on designer clothing lines that best met the economical needs of the target market • Organized and budgeted grand opening event including theme, catering and music which resulted in a greater margin on sales for the following quarter• Used Microsoft Word and Excel to manage initial inventory which continually manages new inventory Exibir menos

    • The Taylor Statten Camps

      Jun 2014 - Jan 2014
      Counsellor

    • Crawley MacKewn Brush LLP, Corporate and Securities Litigation

      Jan 2015 - Jan 2015
      Summer Student

    • RBC Global Asset Management

      Jan 2016 - Jan 2016
      Financial Analyst

    • RBC Wealth Management

      Jan 2016 - Jan 2016
      Account Transfers In, Canadian Wealth Management

    • RBC Wealth Management

      Jan 2017 - Jan 2017
      Financial Analyst

    • Scotia Wealth Management

      Jun 2018 - now

      Global Portfolio Advisory Group

      • Investment Associate, Associate Portfolio Manager

        Jan 2024 - now

      • Investment Associate

        Nov 2021 - Jan 2024

      • Assistant Manager, Investment Strategy

        Jun 2020 - Nov 2021

      • Wealth Management Associate

        Jun 2018 - Jun 2020

  • Licenses & Certifications

    • Disability Management Certificate

      Dalhousie University
      May 2018

    • Financial Planning II

      Canadian Securities Institute (CSI)
      Jul 2018

    • Chartered Investment Manager (CIM®)

      Canadian Securities Institute
      Feb 2024

    • Wealth Management Essentials

      Canadian Securities Institute (CSI)
      Aug 2019

    • Canadian Securities Course

      Canadian Securities Institute
      Jun 2018

    • Certificate in Advanced Investment Advice

      Canadian Securities Institute
      Feb 2023

    • Financial Planning I

      Canadian Securities Institute (CSI)
      Jun 2018

    • Portfolio Management Techniques

      Canadian Securities Institute
      Feb 2024

    • Advanced Investment Strategies

      Canadian Securities Institute
      Feb 2023

  • Volunteer Experience

    • Associate

      Issued by ScotiaMcLeod Charitable Foundation on May 2019
      ScotiaMcLeod Charitable FoundationAssociated with Emily Tucker, CIM®

    • Team Captian

      Issued by Inside Ride - For the IWK Hospital on Sept 2015
      Inside Ride - For the IWK HospitalAssociated with Emily Tucker, CIM®

    • Volunteer

      Issued by Canadian Cancer Society on Oct 2013
      Canadian Cancer SocietyAssociated with Emily Tucker, CIM®

    • Event Guide

      Issued by The Hospital for Sick Children on Sept 2013
      The Hospital for Sick ChildrenAssociated with Emily Tucker, CIM®