Experience

• 

  Ci investments inc. – canada’s investment company

  Jun 2012 - Nov 2015

  Maintained regular and relevant communication with assigned sales team to ensure consistent flow of information on all sales initiatives and grow the strength of the relationships between our Sales team and Advisors.Provided superior value and added service by ensuring that escalated cases, complaints or other customer service issues were thoroughly investigated and win-win solutions were developed and carried through by working closely with various business units where necessary.Performed ad-hoc client reporting and analysis as required.Performed pro-active calls to assigned clients to promote CI Investments’ product offerings and cultivated new business.Effectively used Salesforce to proactively review sales data and advisor specific information, as well as performed report generation.Ensured that Salesforce was updated with details of any client communication, potential client opportunities and leads for follow up.Maintained in-depth knowledge of CI products and services as well as collected and analyzed competitor product and service information with a focus on creating a superior advantage to CI’s overall service and sales support.Responded to inquiries on products, fund management strategies, portfolio manager philosophies/process/styles and industry needs.Supported marketing efforts such as sales campaigns and other events during and outside of normal working hours.Proactively researched internal and external media sources to prepare for complex inquiries related to the economy, stock markets, and industry events.Completed client/advisor facing tasks such as office tours and walk-ins.Established and maintained cross-functional working relationships as well as conserved strong operational knowledge of CI policies and procedures.Performed account management and customer service duties for established clients. Show less

  • Sales Support Representative

    Sept 2014 - Nov 2015

  • Managed Solutions Specialist

    Apr 2014 - Sept 2014

  • Financial Services Representative

    Aug 2013 - Apr 2014

  • Segregated Funds Services Associate

    Jun 2012 - Aug 2013
• 

  Bridgehouse asset managers

  Nov 2015 - Jun 2018

  Regional sales associate

  Prospected and profiled new advisor’s business in the territory (Southwestern Ontario) over the telephone through contacts and regular follow up.Uncovered opportunities and provided solutions to financial advisors based on their needs.Proactively cultivated sales and maintained relationships within the broker-dealer community.Executed on territory management best practices to maximize our team's (Regional Director and Regional Associate) activity levels, which included maintaining Regional Directors’ calendar, assisting in booking opportunities, as well as maintenance and data integrity of our CRM system.Effectively and confidently, communicated the product’s investment philosophy, rationale, products and services, including mutual funds and SMA/UMA mandates.Maintained ongoing knowledge of marketing materials associated with our products and timely and relevant information impacting clients, advisors and the investment industry.Worked closely with the VP Sales Effectiveness and Support to develop and execute on departmental and/or firm-wide initiatives or projects in a professional manner and on a timely basis. Show less

• 

  Vanguard

  Jul 2018 - Mar 2022

  Partner with a Sales Executive and a Business Sales Associate to create and execute on specific regional sales plans (Prairies); achieve sales and sales activity targets.Raise awareness of Vanguard's investment products and related services and deliver key Vanguard messages through targeted prospecting activities.Prospect for new relationships and uncover potential business opportunities.Develop, maintain, and broaden intermediary relationships by thoroughly understanding the philosophy and dynamics of the advisor/organization and act as a trusted consultant in matching needs with Vanguard products and services.Educate advisors on the benefits of Vanguard and our product offerings.Utilize a high level of expertise related to the capital markets, the investment management industry, and marketplace developments, along with product knowledge, to be a trusted consultant to clients and prospective clients, and position Vanguard products and services effectively.Follow up on sales calls and provide external sales with telephone, administrative, and sales support.Support development of National Accounts' strategy and follow up on dealer specific initiatives. Show less

  • Product Marketing Manager

    Mar 2021 - Mar 2022

  • Senior Business Development Manager

    Jan 2020 - Feb 2021

  • Business Development Manager

    Jul 2018 - Jan 2020
• 

  Gluskin sheff + associates inc.

  Mar 2022 - Oct 2023

  Analyst, investment marketing
• 

  Manulife investment management, canada

  Oct 2023 - now

  Director, advisor marketing