Kris Bowness

Experience

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  National Bank Financial

  Jun 2010 - Feb 2014

  Investment Associate

  Providing Clients with unsurpassed expertise within the Financial Service Industry. Our team is committed to helping you achieve your financial goals and service your planning needs with a full suite of strategies so you can rest easy, knowing you are in good hands.

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  Thomson Reuters

  Feb 2014 - Jan 2015

  Client Specialist

  • Supported end users on multiple products and asset classes to ensure their market data and news requirements were exceeded. • Focused on client relationships and end-user training in order to increase product usage and uncover sales opportunities. An in-depth knowledge of Thomson Reuters products was required, specializing in commodities, FX, and asset management. • Managed institution-wide product migrations for asset management clients where hundred of clients required training on new systems to increase efficiency within their day-to-day tasks. Show less

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  Leede Jones Gable Inc.

  Jun 2015 - Sept 2016

  Associate

  • Maintain a high level of client service by investigating account inquiries and ensuring investment suitability by keeping up to date on current market conditions.• Assist multiple Investment Advisors (IA) with their daily workflow on tasks such as updating client portfolios, research and marketing communications.• High emphasis on research skills in order to appropriately match new clients with the right IA; and to find new opportunities to develop for both the clientele and IAs.

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  CIBC

  Oct 2016 - Aug 2019

  Investment Consultant

  Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Have the flexibility to meet with your clients on their schedule, fostering a relationship that will support their lifestyle. Collaborate with Banking Centre teams to enhance existing relationships by providing clients with personalized investment advice and comprehensive financial planning support.Business Development - Deeply understand your local market and potential client base, creating a sales plan that will convert leads into new CIBC clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Show less

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  TD

  Aug 2019 - Apr 2022

  Financial Planner at TD Wealth Financial Planning