Jay Brecknell Email & Phone Number
Certified Financial Planner @ Cedar Rock Financial Group
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Jay Brecknell Location
- Canada
Jay Brecknell Work
- 2018 -now Certified Financial Planner @
- 2012 -2018 Certified Financial Planner @
- 2011 -2012 Director Distribution - BC Region @
- 2000 -2008 Financial Planner and Managing Partner @ Wiffen Financial Services
- 2007 -2008 Compliance Officer - BC Region @
Jay Brecknell Education
- IFSE
Branch Manager Course
2004-2004 - FPSC
Certfied Financial Planning Designation
2000-2002 - BCIT
Marketing Management Certificate
1999-2000 - Canadian Securities Institute
Chartered Investment Manager
2021
Jay Brecknell Skills
- Financial Planning
- life insurance
- Risk Management
- Business Planning
- Strategic Planning
- Marketing
- Mutual Funds
- Succession Planning
- Sales Management
- Sales
- Sales Operations
- Strategic Financial Planning
- Portfolio Management
Jay Brecknell Summary
- Jay Brecknell, based in Canada, is currently a Certified Financial Planner at Cedar Rock Financial Group. Jay Brecknell brings experience from previous roles at Singer Olfert Financial Group, Desjardins Financial Security, Wiffen Financial Services and Hub Financial. Jay Brecknell holds a 2004 - 2004 Branch Manager Course @ IFSE. With a robust skill set that includes Financial Planning, life insurance, Risk Management, Business Planning, Strategic Planning and more. Jay Brecknell has 2 emails and 2 mobile phone numbers on RocketReach.
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