J

Jacqueline Blake's email & phone

Position:Manager, Pooled Wealth Management & Fee-Based Planning at Wealthsimple
Experience:15 years
Location:Ottawa, Ontario, Canada

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Work Experience

Manager, Pooled Wealth Management & Fee-Based Planning at Wealthsimple

Sep 2025 - Current

Manager, Business Initiatives at MD Financial Management | Gestion financière MD

May 2024 - Sep 2025

Business Initiatives Lead, MD Financial Management Inc. at MD Financial Management | Gestion financière MD

Nov 2023 - May 2024

Project Specialist, CVP, National Business Development, MD Financial Management Inc. at MD Financial Management | Gestion financière MD

Jan 2022 - Nov 2023

Physician Engagement Project Lead, Sales Readiness, MD Management Limited at MD Financial Management | Gestion financière MD

Mar 2021 - Jan 2022

Physician Engagement Specialist, MD Management Limited at MD Financial Management | Gestion financière MD

Mar 2020 - Mar 2021

Advisory Team Coordinator, MD Management Limited at MD Financial Management | Gestion financière MD

Jan 2018 - Mar 2020

MD ExO Direct Associate, MD Management Limited at MD Financial Management | Gestion financière MD

Sep 2017 - Jan 2018

Client Assistant, MD Management Limited at MD Financial Management | Gestion financière MD

Nov 2015 - Sep 2017

Client Money and Asset Administrator at Transact

Jan 2015 - Sep 2015

Business Lead at Ascentric

Jan 2014 - Dec 2014

Senior Dividends Administrator at Ascentric

Jan 2011 - Dec 2014

Jacqueline Blake started working in 2011, then the employee has changed 3 companies and 11 jobs. On average, Jacqueline Blake works for one company for 1 year 4 months.

Education

Bachelor of Arts (BA) First Class Honours at St. Francis Xavier University

Pearson BTEC Extended Diploma in Strategic Management and Leadership at City of London College

Frequently Asked Questions

What is Jacqueline Blake's minimum period of employment in the companies?

Jacqueline Blake's minimum period of employment in various companies is 4 months.

What is Jacqueline Blake's average duration of employment for different companies?

On average, Jacqueline Blake works for one company for 1 year 5 months

What industries has Jacqueline Blake worked in?

Jacqueline Blake works in the Financial Services.

What positions has Jacqueline Blake held before?

Previously, Jacqueline Blake worked as a Manager, Business Initiatives, and Business Initiatives Lead, MD Financial Management Inc., and Project Specialist, CVP, National Business Development, MD Financial Management Inc., and Physician Engagement Project Lead, Sales Readiness, MD Management Limited, and Physician Engagement Specialist, MD Management Limited.

How do I contact Jacqueline Blake?

Jacqueline Blake's email address is j**********b@wealthsimple.com, phone number is +1-***-***-1276. Sign up to get contact details.

Who is the Co-Founder & CEO of the Wealthsimple?

The Co-Founder & CEO of the Wealthsimple is Michael Katchen

Jacqueline Blake Namesakes

Name
Company
Position
J
Senior Director, Individual Donor Engagement

Other employees at Wealthsimple

Name
Company
Position
C
Associate, Level 2 Client Experience Specialist
S
Agent, Client Experience Operations
N
Client Experience Associate

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