Sophie Touchette, MBA, RIS in

Sophie Touchette, MBA, RIS

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Sophie cares about

Strategic Priorities
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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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