Jami Gosse
Financial Planning Coach - Prairies @TD
Calgary, AB, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2025 — Present
Financial Planning Coach - Prairies @TD
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Calgary, AB, CA
EDUCATION
2009 — 2009
Université du Québec à Trois-Rivières
Summer Immersion Program
2017 — 2018
The Canadian Institute of Financial Planning
Registered Retirement Consultant (RRC)
2019 — 2020
FP Canada
Certified Financial Planner (CFP)
N/A
IFSE Institute
Canadian Investment Funds Course (CIFC)
2018 — 2019
Canadian Securities Institute
Personal Financial Planner (PFP)
2017 — 2018
The Canadian Institute of Financial Planning
Registered Financial and Retirement Advisor (RFRA)
2008 — 2012
Memorial University of Newfoundland
Bachelor of Business Administration (BBA)
SKILLS
Insurance PlanningSales ProcessMortgage InsuranceMicrosoft OfficeForeign AffairsTax SavingsGuaranteed InvestmentsMarket ResearchEducation SavingsTeamworkSalesMarketing CommunicationsTeam LeadershipForeign LanguagesPublic SpeakingResearchEvent PlanningB2b Marketing StrategySales PresentationsPermanent Life InsurancePersonal Health InsurancePre-SalesMarketingRetirement PlanningCritical IllnessSales ManagementSales OperationsAccount ManagementTime ManagementLife InsurancePublishingB2b MarketingSocial Media MarketingOnline AdvertisingTerm Life InsuranceNon-ProfitsSocial MediaDisability Insurance
ABOUT JAMI GOSSE
Experienced Financial Planner with a demonstrated history of working in the financial services industry. Skilled in retirement and investment planning, estate planning, lending, cash management and risk management. Certified Financial Planner (CFP)
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