Jon Helm CFP ® CIM's
email & phone

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Current Position:

Host at Wealth Connection Podcast

Experience:

22 years

Location:

Victoria, British Columbia

How to contact Jon Helm CFP ® CIM

Last updated:2025-05-18

****@gmail.com

+1-604-***-**24

Analytics

According to LinkedIn Jon Helm CFP ® CIM started working on 2003, then the employee has changed 11 companies and 13 jobs. On average, Jon Helm CFP ® CIM works for one company for 2 years. Jon Helm CFP ® CIM has been working as a Host for Wealth Connection Podcast for 792 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Host at Wealth Connection Podcast

Jun 2023 - Current

Senior Wealth Advisor at Raymond James Ltd.

Nov 2022 - Current

Advisor at Sun Life

Nov 2018 - Oct 2022

Owner at J.W. Helm Financial Services Ltd.

Nov 2018 - Oct 2022

Director of Wealth Sales at Sun Life Global Investments

Aug 2015 - Nov 2018

Vice President, Senior Advisor Consultant at Franklin Templeton

Nov 2013 - Aug 2015

Senior Advisor Consultant at Franklin Templeton

Feb 2013 - Nov 2013

Regional Sales Manager at Franklin Templeton

Apr 2011 - Feb 2013

Director at Community Micro Lending Society

Sep 2011 - Aug 2012

Investment & Retirement Planner at RBC Wealth Management

May 2010 - Apr 2011

Financial Planner at RBC Wealth Management

Jun 2008 - May 2010

Director at Regina Warehouse Business Improvement District

Jan 2009 - May 2010

Investment Advisor at RBC Dominion Securities

Jun 2007 - Jun 2008

Regional Marketing Representative – Regina Educational Markets at Apple Canada

Apr 2006 - May 2007

Personal Banking Representative - Regina Retail Markets, Telephone Banking Division at CIBC

Jun 2003 - Jan 2006

Education

Bachelor Business Administration at University of Regina

CFP at Financial Planning Standards Council

Certificate in Economics at University of Regina

CIM,FMA, FCSI at Canadian Securities Institute

Skills

Securities, Wealth Accumulation, Bonds, Pensions, ETFs, High Net Worth Individuals, Financial Advisory, Disability Insurance, Valuation, Entrepreneurship

Frequently Asked Questions

How long has Jon Helm CFP ® CIM been working as a Host ?

Jon Helm CFP ® CIM's total experience in various companies as a Host 2 years 2 months.

What is Jon Helm CFP ® CIM's minimum period of employment in the companies?

Jon Helm CFP ® CIM's minimum period of employment in various companies is 9 months.

What is Jon Helm CFP ® CIM's average duration of employment for different companies?

On average, Jon Helm CFP ® CIM works for one company for 1 year 11 months

What industries has Jon Helm CFP ® CIM worked in?

Jon Helm CFP ® CIM worked in the Financial Services, and Higher Education, and Banking.

What positions has Jon Helm CFP ® CIM held before?

Previously, Jon Helm CFP ® CIM worked as a Senior Wealth Advisor, and Advisor, and Owner, and Director of Wealth Sales, and Vice President, Senior Advisor Consultant.

How do I contact Jon Helm CFP ® CIM?

Jon Helm CFP ® CIM's email address is ****@gmail.com, phone number is +1-604-***-**24. Sign up to get contact details.

Who are Jon Helm CFP ® CIM's peers at other companies?

Jon Helm CFP ® CIM's peers at other companies are Blu Mankuma and Eric Hansen and Dan Pollard

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