Jordan Batson

WORK HISTORY

EDUCATION

SKILLS

ABOUT JORDAN BATSON

Driven. Charismatic. Methodical. Through an insatiable appetite for success, I consistently demonstrate my intrinsic desire for success through constructive competition and goal setting.Years of experience in customer service have developed a professional, yet informal approach to vocational interactions that can be applied to both collegial and client-facing settings. By making colleagues and clients alike feel comfortable, my working relationships with them are meaningful and productive.While \'baby-steps\' might, at first, seem like a basic approach to problem solving; I have often found it to be the single best method for overcoming obstacles. By breaking down challenges into their constituent parts, they instantly become more manageable - turning even the most complex challenge into a simple step-wise solution. Eager to apply these character traits to a career, I have expanded my knowledge of the financial planning and advisory industry with the recent completion of the Personal Financial Planner (PFP) designation. This designation adds to the foundational knowledge built with past courses including the Canadian Securities Course, Conducts and Practices Handbook (CPH) and Wealth Management Essentials (WME) courses and Investment Industry Regulatory Organization of Canada (IIROC) licensing. My specific areas of professional interest lie in lifetime planning, wealth management and investing.“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffett