Serena Sopcic

Background

About Serena Sopcic

Serena has progressive experience in the financial services industry. She is a system thinker, passionate about employee engagement and sustainable development. Serena fosters internal and external networks and works across multiple teams to achieve business objectives. Her expertise and creative thinking enable her to address unique and ambiguous situations and find solutions to complex problems. She is a strategic planner who leverages company resources to drive change and achieve organizational goals. Serena values ongoing growth, mentorship, and community building. She is an abstract thinker who considers all opinions to optimize decision-making. Serena is highly reliable and takes on all tasks with passion. She brings innovative ideas to solve business challenges and is self-motivated, requiring little supervision. Serena holds the Chartered Investment Manager (CIM) and the Certified Financial Planner (CFP) designation. She actively volunteers with FP Canada, helping students navigate the CFP core learning program. In her In her previous roles, she participated in the CFP certification biannual exam scoring. Additionally, she contributed to the development of CFP exam content.