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Steven King CFP's
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Current Position:

Wealth Planner at Optimize Financial Group

Experience:

25 years

Location:

Regina, Saskatchewan, Canada

How to contact Steven King CFP

Last updated:2024-03-08
emailk*********n@optimize.ca
phone+1-403-***-**70
youtube
facebook
linkedin

Analytics

According to LinkedIn Steven King CFP started working on 2000, then the employee has changed 6 companies and 7 jobs. On average, Steven King CFP works for one company for 4 years 2 months. Steven King CFP has been working as a Wealth Planner for Optimize Wealth Management for 1369 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Wealth Planner at Optimize Financial Group

Jan 2022 - Current

Financial Advisor at 20Twenty Wealth Management/Investia Financial Services Inc.

Apr 2018 - Dec 2021

Investment Funds Advisor with Investia Financial Services Inc. and 20Twenty Wealth Managem at INVESTIA

Jan 2018 - Dec 2021

Owner/Investor at Signarama, King Signs Ltd

Dec 2013 - Nov 2019

VP Corporate Services at Plainsview Credit Union

May 2012 - Mar 2018

VP Operations at Plainsview Credit Union

Sep 2010 - May 2012

Advisor at Sun Life Financial of Canada (UK)

Nov 2008 - Aug 2010

Investment Sales Manager at BMO

Aug 2000 - May 2007

Education

Certified Financial Planner (CFP) at Financial Planning Standards Council

Financial Management Advisor (FMA) at Canadian Securities Institute

Frequently Asked Questions

How long has Steven King CFP been working as a Wealth Planner?

Steven King CFP's total experience in various companies as a Wealth Planner 3 years 9 months.

What is Steven King CFP's minimum period of employment in the companies?

Steven King CFP's minimum period of employment in various companies is 1 year 8 months.

What is Steven King CFP's average duration of employment for different companies?

On average, Steven King CFP works for one company for 4 years 3 months

What industries has Steven King CFP worked in?

Steven King CFP works in the Financial Services. Previously, Steven King CFP worked in the Banking.

What positions has Steven King CFP held before?

Previously, Steven King CFP worked as a Financial Advisor, and Investment Funds Advisor with Investia Financial Services Inc. and 20Twenty Wealth Managem, and Owner/Investor, and VP Corporate Services, and VP Operations.

How do I contact Steven King CFP?

Steven King CFP's email address is k*********n@optimize.ca, phone number is +1-403-***-**70. Sign up to get contact details.

Who is the Managing Director of the Optimize Financial Group?

The Managing Director of the Optimize Financial Group is Derek King

Who are Steven King CFP's peers at other companies?

Steven King CFP's peers at other companies are Ron Rau and Erika Stewart and Tara Scollon
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