Deep Enrich
Jared Mueller
Operator
206 followers
Calgary, Alberta, Canada
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About me
Wealth Management Associate at Scotia Wealth Management
Education
Mount Royal University
2018 - 2023
Experience
Crowchild Twin Arena
Sept 2017 - nowOperator- Ran all rink operations including driving Zamboni, ensuring rink is clean and closing arena nightly
Copper Point Golf Club
May 2019 - Aug 2019Line Cook- Prepared food along with necessary supplies for guests- Stressful, fast pace, busy working conditions during peak hours
Scotia Wealth Management
May 2022 - Aug 2022Intern- Prepared and presented client performance reviews- Performed basic stock and ETF research analysis for advisor model portfolio- Financial plan research to find who what and where financial plans were stored and completed
Scotia Wealth Management
Jun 2023 - nowWealth Management Associate
Licenses & Certifications
Lending, Retirement and Insurance Supplement
Canadian Securities InstituteOct 2023Investment Advisors Training Program
Canadian Securities InstituteNov 2023Conduct and Practices HandBook
Canadian Securities InstituteNov 2023Wealth Management Essentials (WME®) for Financial Planners
Canadian Securities InstituteMar 2025Financial Planning 2
Canadian Securities InstituteAug 2023Law, Estate and Tax Supplement
Canadian Securities InstituteSept 2023Financial Planning 1
Canadian Securities InstituteJul 2023- View certificate
Canadian Securities Course
Canadian Securities InstituteApr 2023
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