Sue Hopkins

Sue Hopkins

Executive Assistant To Karen Erickson, Regional Director, Okanagan Region @ IG Wealth Management

About Sue Hopkins

Sue Hopkins serves as the Executive Assistant to Karen Erickson, Regional Director of the Okanagan Region, bringing over four decades of experience in the financial services industry.

Work at IG Wealth Management

Sue Hopkins has been serving as the Executive Assistant to Karen Erickson, the Regional Director for the Okanagan Region, at Investors Group since 2014. In this role, she supports the regional director in various administrative tasks and contributes to the overall efficiency of the office. Prior to her current position, she worked as an Executive Assistant to Rod Gibbings' team for one year and as a Financial Consultant for twelve years at Investors Group. Her extensive experience at the firm has allowed her to develop a deep understanding of the financial services industry.

Previous Experience in Financial Services

Before joining Investors Group, Sue Hopkins worked at CIBC as a Personal Account Manager from 1978 to 1996 for 18 years in Toronto, Ontario. This role involved managing client accounts and providing personalized financial advice. Following her tenure at CIBC, she transitioned to Investors Group, where she held various positions, including Assistant to a Senior Financial Consultant from 2011 to 2013. Her diverse roles within the financial services sector have equipped her with a comprehensive skill set and knowledge base.

Education and Training

Sue Hopkins attended Kamloops Secondary School from 2098 to 2103. While specific details about her educational achievements are not provided, her long-standing career in the financial services industry suggests a commitment to continuous learning and professional development throughout her career.

Passion for Helping Others

In her professional summary, Sue Hopkins expresses a passion for helping people help themselves. This ethos reflects her approach to her work in the financial services industry, where she aims to empower clients through effective financial planning and support. Since November 2015, she has been involved in inputting Personal Financial Plans for Marilyn Giesbrecht, an Executive Financial Consultant, further demonstrating her commitment to assisting clients in achieving their financial goals.

Career Longevity in Financial Services

With over four decades of experience in the financial services industry, Sue Hopkins has built a robust career marked by various roles and responsibilities. Her extensive background spans multiple positions and organizations, showcasing her adaptability and dedication to the field. This longevity in her career reflects her deep understanding of the industry and her ability to navigate its evolving landscape.

People similar to Sue Hopkins