Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

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
Regina, SK
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
Regina, SK
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, SK
05-2011

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
Brent Schroeder