Client Service & Administration. Nelson Financial Planning Corp. Experience In Client Service and Administration Since 2007
Jennifer has been actively involved in the financial services industry since 2007 and has worked with Nelson Financial since 2020. Prior to joining Nelson Financial, Jennifer worked in a variety of client service roles at one of Canada’s major banks and has considerable experience in the administrative component of client portfolios. In her role with Nelson Financial Planning Corp. Jen is responsible for coordinating client communication, managing our information systems and supporting the financial planning team in the collection and documentation of confidential client information. If you would like to connect with any member of our financial planning team, please contact Jen and she will coordinate this for you.