Bernier’s journey into finance was serendipitous. After a decade within the restaurant trade, she began at MacEwan College the place Chantalle discovered her ardour in finance. After graduating, Bernier intentionally focused ATB Wealth for its tradition and the potential for skilled progress. Beginning as a shopper service consultant, she climbed the ranks throughout the Wealth Recommendation Centre, transitioning from an affiliate to an advisor.
Reflecting on her achievement, Bernier acknowledges the problem she undertook. Juggling a full-time job whereas dedicating a mean of 30 hours every week to learning, on prime of 4 years of educational preparation, was no straightforward feat. “The outcomes have been surprising but thrilling, and so they really affirmed the dedication I put into my research,” Bernier shares with enthusiasm.
In her present position, Bernier takes pleasure in guiding first-time buyers in direction of a brighter monetary future, an endeavor now bolstered by her CFP designation. Trying forward, Bernier is eyeing the Chartered Monetary Analyst certification. “I’m actually involved in portfolio administration, and I do know I’m with the correct firm to pursue my subsequent aim,” she says. “I like the flexibleness I’ve had, the management I’ve had, and the assist I’ve had in rising my profession at ATB.”
Final 12 months, Chantelle Martin, a senior monetary advisor with ATB Wealth was the highest scorer amongst 600 professionals nationwide. Whereas navigating the calls for of full-time employment and motherhood, she engaged in an arduous instructional journey involving 13 planning programs, intensive case research, and a rigorous ultimate examination, all balanced with household life.
Her diligent research underscores her relentless dedication to skilled growth. However she says it was all price it. “I want I had finished this course 10 years in the past. There have been items I knew, however numerous items that went deeper that I want I might have identified earlier in my profession. It’s actually helped body a few of the current challenges I’m working with purchasers on.”
