Experience

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  Great-west life

  Jan 2001 - Mar 2013

  -Analyzed insights including business statistics, data and customer feedback to provide an information framework for the development and implementation of territory business plans-Oversaw the implementation of sales, marketing, training and business development strategies to grow sales and exceed the company’s established sales and business targets-Acted as a primary relationship manager and worked closely with distribution channel managers to communicate, build awareness, understanding, and support of various initiatives, tools, and programs designed to integrate our product solutions as part of the complete financial planning approach Show less

  • BUSINESS CONSULTANT – QUEBEC, EASTERN ONTARIO AND ATLANTIC REGION

    Jan 2013 - Mar 2013

  • Regional Manager, Living benefits

    Mar 2008 - Dec 2012

  • Regional Manager, Living Benefits

    Aug 2006 - Feb 2008

  • Manager, Living Benefits

    Jan 2003 - Jul 2006

  • Product Specialist

    Jan 2001 - Dec 2002
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  Rbc wealth management financial services inc.

  Jan 2013 - Jan 2015

  Insurance high networth advisor - rbc wealth management financial services

  -Utilized insurance solutions from Canada’s top-ranked insurance providers to help clients implement the right strategies and strike the perfect balance between risks and the solutions available in the marketplace-Created needs analysis tools and customized presentations to improve opportunity spotting with investment advisors, associates, insurance specialists, and financial planning specialists

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  Rbc dominion securities

  Nov 2014 - Jun 2016

  Investment advisor associate

  -Responsible for the wealth management comprehensive approach offering to clients which included the coordination, execution, customization, and presentation of wealth management solutions and working collaboratively with internal and external partners -Ongoing involvement in the review of the business plans, client segmentation and client service plan to achieve desired growth objectives, improve bottom line profitability, enhance the client experience and streamline internal processes

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  Desjardins

  Jul 2016 - Aug 2017

  Regional business development manager- disability insurance

  Introduced new marketing sales strategies that grew sales. Negotiated and implemented innovative business practices and procedures.-Developed business plans and dealt with complex and sensitive business issues-Offered specialized advice and promoted the company's product portfolio-Contributed to the improvement of client tools and initiatives

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  Rbc insurance

  Sept 2017 - Aug 2018

  Regional director- quebec south, east and montreal centre, rbc insurance, field sales

  Team members ranked in top tier of country performers on sales results. Improved ratio of multiple-sales per client. -Led the operations of an insurance store (competence, customer service, compliance and engagement) -Managed sales activities of a team (12) of local and remote sales representatives (recruited, coached and mentored)-Promoted the company's visibility in the community (trade shows, fundraising and other events)-Developed partnerships and referral strategies to grow business Show less

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  Financial horizons

  Sept 2018 - May 2019

  Business development manager - living benefits - quebec region

  Organized and created training programs across the 8 Quebec offices with record attendance. Increased sales volume of high-end client solutions. Regular contributor to industry platforms. -Solved problems and seized actionable ways to improve sales, set policies and add value to our clients-Leveraged expertise and industry experience to change perception, increase sales and widen product mix -Used company forums to further understanding of industry trends, challenges and opportunities -Promoted better effectiveness in communications and built trusted partnerships Show less

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  Canadian cancer society

  Feb 2020 - Dec 2020

  Director of major gifts, quebec

  • Represent the Canadian Cancer Society to donors and responsible for identifying, soliciting, retaining and stewardship of major donors of $25,000 and over, as well as with corporations and foundations• Responsible for the development, evaluation and implementation of short, medium and long-term business plans for the Quebec major gifts team• Develop compelling communications and funding proposals

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  Centraide du grand montréal

  May 2021 - Mar 2022

  Resource development officer - major donor, centraide greater montreal

  Responsible for the development and execution of fundraising strategies and the stewardship of major donors within the financial services sector of Montreal.-Proposes, organizes and participates in awareness and recognition, and other activities, in order to maximize the necessary participation of the population forming part of the territory served by Centraide of Greater Montreal.

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  Hub financial inc.

  Mar 2022 - now

  Regional vice-president, quebec