Shawn Gethke

Shawn gethke

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location of Shawn GethkeGoderich, Ontario, Canada
Phone number of Shawn Gethke+91 xxxx xxxxx
Followers of Shawn Gethke478 followers
  • Timeline

    Jul 2007 - Sept 2011

    Sandwich Artist

    Subway
    Apr 2012 - Oct 2015

    Staff Supervisor

    Weed Man Ltd
    Aug 2014 - Dec 2014

    Volunteer Assistant - Disability Services

    University of Windsor
    Windsor, Ontario
    Oct 2015 - Sept 2017

    General Laborer

    Prie-Form Concrete Construction
    Jun 2018 - Aug 2018

    Advisor

    Sun Life Financial
    Current Company
    Aug 2018 - now

    Wealth Management Advisor

    Mainstreet Credit Union Limited - Canada
  • About me

    Wealth Management Advisor | Certified Financial Planner (CFP)

  • Education

    • University of windsor

      2011 - 2015
      Bachelors human kinetics 84%
    • Fanshawe college

      2016 - 2018
      Bachelor’s degree business finance
  • Experience

    • Subway

      Jul 2007 - Sept 2011
      Sandwich artist
    • Weed man ltd

      Apr 2012 - Oct 2015
      Staff supervisor

      • Streamlined operations to enable the successful launch of a second company, surpassing revenue goals and leading to the profitable sale of the initial business.• Led morning operations to maximize staff efficiency, ensuring timely dispatch of fully stocked vehicles daily.

    • University of windsor

      Aug 2014 - Dec 2014
      • Volunteer Assistant - Disability Services

        Sept 2014 - Dec 2014
      • Research Assistant

        Aug 2014 - Sept 2014
    • Prie-form concrete construction

      Oct 2015 - Sept 2017
      General laborer

      • Collaborated with a skilled team at Prie-Form Concrete Construction in Goderich ON to efficiently complete concrete pouring and finishing projects, ensuring adherence to safety protocols.• Optimized workflow efficiency to consistently finish projects ahead of schedule, showcasing a commitment to high-quality work.• Utilized strong teamwork skills to ensure timely completion of projects, contributing to the overall success of the team.

    • Sun life financial

      Jun 2018 - Aug 2018
      Advisor

      • Engaged with new and existing clients at Sun Life Financial to develop tailored insurance solutions, prioritizing confidentiality and high service levels.• Collaborated with team members to ensure client needs were met efficiently and effectively.• Conducted thorough analysis of client requirements to provide personalized insurance recommendations.

    • Mainstreet credit union limited - canada

      Aug 2018 - now
      Wealth management advisor

      • Doubled book of business within 3 years, increasing portfolio by $10M, driving substantial profitability• Achieved first-ever perfect audit score, setting new standard of excellence in administrative tasks• Completed over 40 comprehensive financial plans, providing tailored strategies for individual financial goals

  • Licenses & Certifications

    • Certified financial planner®

      Fp canada
      Mar 2024
      View certificate certificate
    • Worker health and safety awareness in 4 steps

      Ontario ministry of labour
      Oct 2016
    • Canadian investment funds course (cifc)

      Ifse institute
      May 2017
    • Certified financial planner (cfp)

      Fp canada
      Apr 2024
      View certificate certificate