Jean Paul Saurette
About Jean Paul Saurette
Jean Paul Saurette is a Financial Representative currently employed at IG Wealth Management in Winnipeg, Manitoba. He has a background in financial services, having held various positions since 2010, and has achieved the Certified Financial Planner designation through his studies at Red River College.
Work at IG Wealth Management
Jean Paul Saurette has been employed at IG Wealth Management as a Financial Representative since 2020. His role involves providing financial advice and planning services to clients in Winnipeg, Manitoba. He has accumulated four years of experience in this position, focusing on helping clients achieve their financial goals through tailored strategies.
Education and Expertise
Jean Paul Saurette studied at Red River College, where he achieved the Certified Financial Planner designation in 2014. He also attended The University of Winnipeg for one year from 2010 to 2011. His educational background equips him with the knowledge and skills necessary for effective financial planning and advisory services.
Previous Work Experience
Prior to his current role, Jean Paul Saurette worked in various financial services positions. He served as a Wealth & Retirement Advisor at Cambrian Credit Union from 2014 to 2016. He also held the position of Consultant at Investors Group Financial Services Inc. from 2012 to 2014. Other roles include Customer Service Specialist at Great-West Life and Financial Services Representative at CIBC.
Career Development
Jean Paul Saurette's career in the financial sector began with his role as a Customer Service Representative at Caisse Financial Group from 2010 to 2012. He later transitioned to sales as a Sales Consultant at Birchwood Automotive Group in 2018. His diverse experiences across different financial institutions have contributed to his professional development and understanding of client needs.
Professional Timeline
Jean Paul Saurette's professional timeline includes various roles in the financial industry. He began his career at Caisse Financial Group in 2010, followed by positions at Investors Group Financial Services Inc., Cambrian Credit Union, Great-West Life, and CIBC. His current role at IG Wealth Management marks a significant step in his ongoing career in financial representation.