Helen Hawkins QAFP

Questioner
DISC Type : c

Associate Financial Advisor at Co-operators

Toronto, Ontario, Canada

Overview

Helen Hawkins is a QAFP Professional and Associate Financial Advisor at Co-operators, specializing in tailored financial planning and investment advisory services. With credentials like the Certificate in Advanced Financial Advice, she focuses on building trust and helping clients navigate complex financial landscapes to achieve their long-term goals.

Outside of her professional role, Helen is deeply committed to personal growth and family. She previously took a career break to serve as a full-time caregiver for her mother, demonstrating a profound dedication to her familys well-being while continuing her professional development studies during that time.

Unique fact: Helen maintained her commitment to professional growth by studying for the CFP exam while serving as a full-time caregiver.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

They prefer to do thorough analysis of any situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Holistic Financial Planning
Her approach emphasizes crafting comprehensive strategies that align with clients' life goals, from investment advice to insurance and retirement planning.
First-Time Homebuying
She actively shares tips and information to help prospective buyers start with a stronger financial foundation, indicating a focus on this key life milestone.
Life Insurance Strategy
She views life insurance not just as protection but as a strategic investment tool for financial growth, tax advantages, and securing a family's inheritance.

Media Appearances

Helen has no verified media appearances

Work History

7-2025
Associate Financial Advisor at Co-operators
1-2024 - 4-2025
Caregiving at Career Break
9-2022 - 1-2024
Associate Financial Planner at RFL Wealth Management
2-2022 - 8-2022
Financial Planner at Raymond James Ltd.
8-2021 - 2-2022
Investment Associate at Hampton Securities Limited

Education

Education details unavailable from University of Toronto

More Information

Social Presence :

Prographics :

Exp : 3 Location : Toronto, Ontario, Canada Job Level : N/A Designation : Associate Financial Advisor at Co-operators
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Insights For Selling To Helen

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Helen is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Helen

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Helen move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Helen take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Helen

Personality Compatibility


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