
Kale Wild
Golf Services Supervisor

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About me
CFP, CIM, FCSI, Sr. Wealth Advisor & Portfolio Manager at Raymond James
Education

Simon Fraser University
2012 - 2014Bachelor's degree EconomicsActivities and Societies: Men's Hockey

University of Ottawa / Université d'Ottawa
2009 - 2012Economics
Experience

ClubLink Corporation
May 2006 - Aug 2010Golf Services Supervisor-progressed to supervisor of golf services team-greeted golfers as they arrived at golf course ensuring all their needs were met-assisted with scheduling-supervised staff of up to 8 people

Cumberland Grads minor Hockey School
Aug 2009 - Aug 2010Camp CounselorCoached and supervised children of various ages at the week-long hockey school

ClubLink Corporation
Apr 2011 - Aug 2011Pro Shop Clerk/ Assitant Corporate Events Coordinator-greeted golfers, processed transactions, sold equipment, coordinated golf course staff-assisted with weekly men's night with weekly participation in excess of 200 players -emcee during dinner, managed rosters, schedules etc.-assisted with members events-coordinated staff on day of corporate events

Federal Election Campaign
May 2011 - May 2011Deputy Returning OfficerManaged a polling station

ClubLink Corporation
May 2012 - Aug 2012Corporate Events Coordinator-met with clients to plan and execute corporate events for up to 400 people with revenues in excess of $100 000.-coordinated a team of up to 20 staff to execute each event-helped coordinate and emcee the club's Men's night with weekly participation in excess of 200-helped plan and execute Member's events-secured a title sponsor and took lead on 2011 "All Star Break" in conjunction with the yearly members guest. This event had over 300 players with over $1000 in prizes.

Child Check-Mate System Inc.
May 2013 - Apr 2017Business Development Associate-initiated pilot project in brand new market of Australia-Market research-Identify potential sales opportunities through analytic software and engage them, often through "cold calling"-Engage new and existing customers-Social media development-Sales-Maintain internal sales databases-research new market opportunities and develop market entry strategy to present to senior partners-Analysis of NAFTA regulations with goal of improving supply chain efficiency-research of intercultural practices in order to maintain strong, high trust relations with international clients Show less

Raymond James Financial Inc.
May 2013 - Aug 2014Summer Student-market research/ analysis-writing reports on research findings-portfolio reviews/ recommendations-corporate entertaining/client engagement-contact with inside sales representatives to find new quality financial products- maintaining database of financial products of interest

Raymond James Ltd.
Sept 2014 - nowFinancial Advisor
Apr 2018 - nowFinancial Advisor
Apr 2018 - nowAssociate
Sept 2014 - now

Cumberland Grads Jr. A Hockey Club
Nov 2014 - nowAssistant Coach
Licenses & Certifications
.webp)
Wealth Management Essentials (WME)
Canadian Securities Institute (CSI)Nov 2015
Volunteer Experience
executive committee
Issued by Charity Golf Clasic on Mar 2004
Associated with Kale Wild
Languages
- enEnglish
- frFrench
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