Julia Bruce

Background

About Julia Bruce

Highly skilled Professional with 10+ years of experience spanning business development, customer satisfaction, financial planning, portfolio optimization and risk management. Proven track record in supporting company-wide customer service & investment activities and exceeding performance expectations. A Bachelor of Arts from Queens University, a Chartered Market Technician Level I with the CMT Association and various coursework with the Canadian Securities Institute including Canadian Securities Course (CSC), Conduct & Practices Handbook Course (CPH), Wealth Management Essentials (WME) and Options & Derivatives Course. Expertise in maximizing growth, encouraging referrals and boosting client satisfaction — acting as the main liaison between financial planners & customers, answering phone & email requests, scheduling appointments, updating calendars, processing trades, updating contributions and compiling tax documents. Adept in portfolio optimization, investment planning, risk management and business development — conducting technical analysis, examining market opportunities, investigating micro & macroeconomic trends, executing trades, managing settlements and coordinating educational seminars & community outreach events.