Jaco Badenhorst Cfp® Cim® Ris®
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Jaco Badenhorst Cfp® Cim® Ris® Email & Phone Number

Wealth Planning Coordinator - RBC Phillips Hager & North Investment Counsel at RBC PH&N Investment Counsel
Location: Winnipeg, Manitoba, Canada 9 work roles 3 schools
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Current company
RBC PH&N Investment Counsel
Role
Wealth Planning Coordinator - RBC Phillips Hager & North Investment Counsel
Location
Winnipeg, Manitoba, Canada
Company size
220 employees

Who is Jaco Badenhorst Cfp® Cim® Ris®? Overview

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Quick answer

Jaco Badenhorst Cfp® Cim® Ris® is listed as Wealth Planning Coordinator - RBC Phillips Hager & North Investment Counsel at RBC PH&N Investment Counsel, a company with 220 employees, based in Winnipeg, Manitoba, Canada. AeroLeads shows a matched LinkedIn profile for Jaco Badenhorst Cfp® Cim® Ris®.

Jaco Badenhorst Cfp® Cim® Ris® previously worked as Wealth Planning Coordinator at Rbc Ph&N Investment Counsel and Financial Planner at Fraser & Partners. Jaco Badenhorst Cfp® Cim® Ris® holds Bachelor Of Arts (B.A.), Global Political Economy from University Of Manitoba.

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Email format at RBC PH&N Investment Counsel

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RBC PH&N Investment Counsel

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Profile bio

About Jaco Badenhorst Cfp® Cim® Ris®

My parents moved our family to Manitoba from South Africa in 2001. Although the weather was a bit of a shock at first, we enjoyed being part of the community. While adjusting as new immigrants, I observed my parents learning to navigate the complexities of financial planning in Canada. They found it challenging to find consistent, reliable, and trusworthy financial information. I wanted to help and got to work becoming more knowledgeable about managing my own finances and helping my parents where I could. As it turned out I enjoyed being a financial resource to others so much a that I decided to pursue financial planning as a career. I consider myself a lifelong learner and financial planning is a subject that constinually provides more to learn.I've worked with people in all stages of their lives, and with families, business owners, and farmers designing financial plans to achieve their vision of life. What I find most gratifying about it all is seeing the positive impact it has on people’s lives - it's worth the hard work.

Listed skills include Strategic Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, and 22 others.

Current workplace

Jaco Badenhorst Cfp® Cim® Ris®'s current company

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RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Wealth Planning Coordinator - RBC Phillips Hager & North Investment Counsel
toronto, ontario, canada
Website
rbcphnic.com
Employees
220
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9 roles

Jaco Badenhorst Cfp® Cim® Ris® work experience

A career timeline built from the work history available for this profile.

Wealth Advisor

Fusion Credit Union

Dauphin MB

As Wealth advisor, I guide and assist credit union members to engage in products that are tailored to their individual investment objectives and risk tolerances. I identify the needs of our members, recognizing opportunities that will provide value to the member’s financial health. Acting with the member’s best interest in mind, I will periodically review.

Aug 2018 - Nov 2020

Investment Associate

National Bank Financial

Winnipeg, Canada Area

Provide superior customer service in person, on the phone and by emailAnalyze client accounts and participate in activities to support Investment Advisors in their business development by creating prospecting listsPerform unsolicited transactions, security purchases and sales, and transaction adjustments, as applicableCarry out deposit, withdrawal.

Jul 2017 - Jul 2018

Technical Advisor

National Bank Financial

Winnipeg, Canada Area

  • Approve the high net worth pricing in accordance with the market value and investment policies at NBF
  • Assist Mutual fund trade team with Average account and Batch trade orders
  • Perform analysis of mandate changes, changes to portfolio managers, partial or full redemptions, and any other changes requested by the client
  • Carry out and coordinate all requests to NBCN for processing - and once completed, validate and approve all changes
  • Offer advice to correspondent network on… Show more
  • Offer advice to correspondent network on the procedural aspects of the two programs (i.e. Discretionary and Ambassador)
May 2014 - Jun 2017

Data Analyst

Investors Group
  • Resolve any issues identified with the daily uplaod of NAV and distribution data from Mpower into Eagle. Escalate any unresolved issues to the Portfolio Analyst.
  • Upload daily benchmark data into Eagle and resolve any issues identified. Escalate any unresolved issues to the Portfolio Analyst.
  • Run performance calculations on Eagle daily and verify calculations. Escalate any variances identified to the Portfolio Analysts to resolve.
  • Perform daily pricing process in Excel.
  • … Show more
  • Produce, verify, and distribute daily reporting.
Apr 2012 - Feb 2013

Reporting Analyst

Investors Group
  • Gather, produce, maintain and distribute all Contact Centre daily, weekly and monthly statistical reporting while ensuring the accuracy of the information.
  • Analyze, quantify, and report business change initiatives.
  • Provide financial analysis support to Contact Centre management as required.
  • Provide support to the Financial Planning & Measurement group.
  • Respond to, and implement requests from management to revise existing or create new financial & operational metrics… Show more
  • Respond to, and implement requests from management to revise existing or create new financial & operational metrics reports.
Apr 2011 - Apr 2012

Client Service Representative - Investments

Investors Group
Sep 2010 - Apr 2011
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

Other employees you can reach at rbcphnic.com. View company contacts for 220 employees →

CF Chao Feng, Cfa, Cfp, Mfin Chao Feng, Cfa, Cfp, Mfin Colleague at Rbc Ph&N Investment Counsel Toronto, Ontario, Canada, Canada View → MS Mike Sider, Cfp Mike Sider, Cfp Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → BC Beth C. Beth C. Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → RC Robert Colosimo, Cfa Robert Colosimo, Cfa Colleague at Rbc Ph&N Investment Counsel Vaughan, Ontario, Canada, Canada View → SL Stephanie Ly Stephanie Ly Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → SM Shamus Mcloughlin, Cpa, Ca, Cfa Shamus Mcloughlin, Cpa, Ca, Cfa Colleague at Rbc Ph&N Investment Counsel Toronto, Ontario, Canada, Canada View → JH Jim Harris Jim Harris Colleague at Rbc Ph&N Investment Counsel Metro Jacksonville, United States View → LA Leana Andruschak, Cfp, Cim Leana Andruschak, Cfp, Cim Colleague at Rbc Ph&N Investment Counsel Kelowna, British Columbia, Canada, Canada View → KK Kamal Kosalram Kamal Kosalram Colleague at Rbc Ph&N Investment Counsel Greater Toronto Area, Canada, Canada View → IE Imad Edoh-Bedi, Cfa Imad Edoh-Bedi, Cfa Colleague at Rbc Ph&N Investment Counsel Canada, Canada View →
3 education records

Jaco Badenhorst Cfp® Cim® Ris® education

Bachelor Of Arts (B.A.), Global Political Economy

University Of Manitoba

The Global Political Economy program is a unique interdisciplinary approach for the study of international political, social.

Financial Planning

Red River College

This program, covers the fundamentals of Financial Planning and related planning topics including retirement, income tax, strategic.

Chartered Investment Manager: Cim®, Investments And Securities

Canadian Securities Institute

The CIM is a financial advice designation that delivers the appropriate knowledge requirements for designation holders to work with.

FAQ

Frequently asked questions about Jaco Badenhorst Cfp® Cim® Ris®

Quick answers generated from the profile data available on this page.

What company does Jaco Badenhorst Cfp® Cim® Ris® work for?

Jaco Badenhorst Cfp® Cim® Ris® works for RBC PH&N Investment Counsel.

What is Jaco Badenhorst Cfp® Cim® Ris®'s role at RBC PH&N Investment Counsel?

Jaco Badenhorst Cfp® Cim® Ris® is listed as Wealth Planning Coordinator - RBC Phillips Hager & North Investment Counsel at RBC PH&N Investment Counsel.

Where is Jaco Badenhorst Cfp® Cim® Ris® based?

Jaco Badenhorst Cfp® Cim® Ris® is based in Winnipeg, Manitoba, Canada while working with RBC PH&N Investment Counsel.

What companies has Jaco Badenhorst Cfp® Cim® Ris® worked for?

Jaco Badenhorst Cfp® Cim® Ris® has worked for Rbc Ph&N Investment Counsel, Fraser & Partners, Fusion Credit Union, National Bank Financial, and Investors Group.

Who are Jaco Badenhorst Cfp® Cim® Ris®'s colleagues at RBC PH&N Investment Counsel?

Jaco Badenhorst Cfp® Cim® Ris®'s colleagues at RBC PH&N Investment Counsel include Chao Feng, Cfa, Cfp, Mfin, Mike Sider, Cfp, Beth C., Robert Colosimo, Cfa, and Stephanie Ly.

How can I contact Jaco Badenhorst Cfp® Cim® Ris®?

You can use AeroLeads to view verified contact signals for Jaco Badenhorst Cfp® Cim® Ris® at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Jaco Badenhorst Cfp® Cim® Ris® attend?

Jaco Badenhorst Cfp® Cim® Ris® holds Bachelor Of Arts (B.A.), Global Political Economy from University Of Manitoba.

What skills is Jaco Badenhorst Cfp® Cim® Ris® known for?

Jaco Badenhorst Cfp® Cim® Ris® is listed with skills including Strategic Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Strategic Planning, Financial Services, Portfolio Management, and Financial Analysis.

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