Sophie Touchette, MBA, RIS in

Sophie Touchette, MBA, RIS

Critic · DISC type C
Vice President, Sales - NEI Investments at Aviso Wealth
📍 Winnipeg, Manitoba, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
Vice President, Sales - NEI Investments
Job Level
Senior
Location
Winnipeg, Manitoba, Canada
Personality Overview

How Sophie shows up

Precise
Information Seeker
Objective Thinker

They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Sophie cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2023
Vice President, Sales - NEI Investments
Aviso Wealth
6-2022 - 7-2023
Senior Business Advisor
CIBC
8-2020 - 6-2022
Investment Specialist
Caisse Financial Group / Caisse Groupe Financier
4-2018 - 1-2020
Private Wealth Associate
IG Wealth Management
1-2015 - 4-2018
Bilingual Wealth Planning Analyst
Assante Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2019
Master of Business Administration (M.B.A.)
University of Manitoba
2010 - 2014
Bachelor of Business Administration (BBA)
Université de Saint-Boniface
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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