Brent Schroeder
Regina
Summary
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Financial Advisor
IG Wealth Management
04.2018 - Current
- Develop strong relationships with clients by offering personalized financial advice and services.
- Creat comprehensive financial plans (LPP) by analyzing clients current financial situations and future goals.
- Research market trends to identify potential investment opportunities for clients.
- Review documentation for accuracy to maintain adherence to regulatory requirements.
- Increase assets under management by effectively promoting the firm''s investment products and services to prospective clients.
- Assist clients during major life events such as retirement or inheritance planning, ensuring smooth transitions between different stages of wealth accumulation.
Manager of Business Development
Capital Automotive Group
05.2011 - 04.2018
- Mentored junior team members, providing guidance and support to foster professional growth and career advancement within the company.
- Evaluated the effectiveness of various marketing channels, reallocating budget resources accordingly to maximize ROI on promotional efforts.
- Developed strategic partnerships with key industry players to expand market reach and drive sales growth.
- Conducted thorough market research and analysis, leading to more informed business decision making.
- Streamlined internal processes to increase operational efficiency within the business development department.
Education
Bachelor of Arts - Psychology
University of Reginas
Regina, SK05-2011
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Financial advising
- Wealth management
- Risk assessment
- Mutual funds
- Cash flow analysis
- Insurance decisions
- Retirement planning
Languages
English
Certification
- CFP FP Canada, December 2024
Timeline
Financial Advisor
IG Wealth Management
04.2018 - Current
Manager of Business Development
Capital Automotive Group
05.2011 - 04.2018
Bachelor of Arts - Psychology
University of Reginas
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