Jennifer Broad
Operations Coordinator
“I am delighted to help Sherri & Terry elevate all aspects of the coaching experience with the select
group of wealth advisory teams they work with and the financial institutions they work in close
partnership with. The industry experience I have along with my experience implementing their
best practices, provides me with a unique perspective and allows me to fully support the coaches
and those they work with in a meaningful way."
Jennifer is professional, highly organized, meticulously detailed, and operationally strong in the financial services industry. She is fantastic at helping advisors and their assistants understand how to adopt and implement new systems and processes. She is a pleasure to work with and we know the teams she assists sincerely appreciate all of her knowledge, experience, inspiration and support.
Jennifer began working in the Credit Union Financial system in 2013, quickly learning different roles within the organization. Soon after she started working directly within their Wealth Management division as an unlicensed assistant. Over the years she became a licensed assistant and has held her own book of business while assisting a team of Financial Planners and Investment Specialists.
Before joining the Mindset Consulting Group, Jennifer's Wealth Team has been through the group coaching system with Mindset directly. She can attest first-hand to the high level of professional coaching you will receive. The coaches are very organized, motivating and have built processes for you to implement gradually into your practice. Their programs will HELP your wealth advisory team feel more organized and structured – and soon after you start putting these new concepts in place, you will benefit in the form of noticeably growing your advisory practice.
Education
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Honours Bachelor of Science (Forensic Science & Biology) University of Toronto, Toronto ON.
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Responsible Investment Specialist (RIS)
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Certificate in Advanced Financial Advice
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Canadian Investment Funds Course (CIFC)
More about Jennifer
Jennifer lives in the sunny but windy city of Lethbridge Alberta. She enjoys keeping busy with her 2 children Connor and Sarah and her husband Chris of 21 years. After work her days are filled with running children to a variety of sports and volunteering with them for various school, sport and community events. In her free time she enjoys working out, gardening and playing golf with friends and family.
Contact Jennifer
1.403.795.3838
