Helen Hawkins QAFP in

Helen Hawkins QAFP

Questioner · DISC type c
Associate Financial Advisor at Co-operators
📍 Toronto, Ontario, Canada

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.

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Experience
3 Years
Current Role
Associate Financial Advisor
Location
Toronto, Ontario, Canada
Personality Overview

How Helen shows up

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.

Priorities

Topics Helen cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Education details unavailable
University of Toronto
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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