Cody McLean

Experience

• 

  TD

  Oct 2017 - Jan 2020

  • Offering sophisticated investment strategy and advice that supports clients goals, timeline, and level of risk• Deepened understanding of complex mortgages, agricultural lending, Small business lending, and day to day credit facilities • Working alongside of our Private Bankers, Financial Planners, Small Business Advisors, and Direct Investing specialist to better serve our clients • Building strong centres of influence within local community to aid in referral business• Generating and maintaining a pipeline to drive future leads for an organized flow of business • Handling estate and formal trust accounts regularly • Detailed knowledge of the benefits of registered products to offer a higher level of advice that meets their objective Show less • Providing sound financial advice to meet client's needs and goals through day to day banking, credit facilities, and investments• Investment strategies when offering mutual funds, and traditional investments to clients with various wealth holdings• Assisting clients with registered accounts and retirement planning• Generating, and following up on leads as well as networking to drive business• Reviewing account packages along with credit products to make banking more comfortable and easier for clients to manage• Strong knowledge in handle Mortgages and RESL lending products • Partner referrals to financial planners and wealth advisors in TD Waterhouse• Health and Safety representative certified CPR • Leading with digital adoption with our clients and staying up to date with industry changes Show less

  • Financial Advisor

    Feb 2019 - Jan 2020

  • Financial Service Representative (FSR)

    Oct 2017 - Feb 2019
• 

  RBC

  Jan 2020 - Jan 2021

  Financial Advisor

  • Managing personal business, lead generation, and acquisition of new business• Assisting partners with business opportunities and presentation for client growth and retention• Working in manager capacity 5 days a week supporting staff and clients• Using community centres of influence to gain successful referral stream• Compiling investment presentations for clients• Following KYC procedure to assist in investment recommendations• Estates, succession planning, and formal trust management• Complex credit lending knowledge small business, commercial, agribusiness, and mortgages• Day to day account management, report management business growth strategy Show less

• 

  BMO

  Jan 2021 - May 2022

  Mortgage Specialist

  •Running a successful mortgage business under 100% commission specialized sale force•Networking and utilizing professional relations with investors, insurance agents, realtors, branches, and business owners to create a pipeline of referrals to maintain business growth•Daily outreach through cold calls, door knocking, social media advertising management •Mobile throughout southwestern Ontario and able to complete deals start to finish remotely

• 

  IG Wealth Management

  May 2022 - now

  Consultant