Diverse Dividends
Diverse Dividends
Podcast Description
Welcome to CFA Society Toronto's Diverse Dividends, the newest video series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.
Diverse Dividends is a video series featuring candid, in-depth interviews with senior leaders across the finance and investment industry. From wealth management and asset management to fintech and compliance, this series showcases the rich mosaic of career paths, challenges, and insights that drive success in finance.
Whether you are a seasoned professional, an emerging leader, or simply curious about the various sectors that power our industry, Diverse Dividends delivers valuable perspectives straight from the experts. New episodes will launch at the beginning of every month, so mark your calendars and stay tuned!
Podcast Insights
Content Themes
The series focuses on diverse career paths within the finance and investment sectors, discussing key themes such as leadership development, overcoming obstacles, and the impact of mentorship. Episodes cover topics like personal resilience in challenging environments, unconventional leadership paths, and the significance of diversity in decision-making, exemplified by interviews with leaders such as Wes Hall and Katy Boshart.
Welcome to CFA Society Toronto’s Diverse Dividends, the newest series from The Analyst, where we uncover the diverse sectors, stories, and leaders shaping Canada’s finance and investment industry.
Diverse Dividends is a podcast series featuring candid, in-depth interviews with senior leaders across the finance and investment industry. From wealth management and asset management to fintech and compliance, this series showcases the rich mosaic of career paths, challenges, and insights that drive success in finance.
Whether you are a seasoned professional, an emerging leader, or simply curious about the various sectors that power our industry, Diverse Dividends delivers valuable perspectives straight from the experts. New episodes will launch at the beginning of every month, so mark your calendars and stay tuned!
In this episode of Diverse Dividends, Sara Loriot speaks with Joanna Simon, Regional Director at Scotiabank, about her unconventional career path from anthropology to international wealth management. Joanna shares how curiosity, resilience, and people-first leadership have guided her journey across startups, large firms, and cross-border advisory roles.
She offers candid reflections on ambition, authenticity, and building a career aligned with your values. Listeners will gain insights on:
Leading teams in complex international markets
Creating cultures where people feel safe to take risks
Knowing when you’ve outgrown a role
Embracing risk as part of career growth
Joanna’s story is both practical and inspiring for anyone navigating their own path in finance
Disclaimer
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