Warren Ravi, PFP®

Experience

• 

  BMO Financial Group

  Jun 2011 - Nov 2017

  • Managed two medium sized branches in the Leaside community with a total of 15 direct reports• Collaborated with branch partners to increase customer share of wallet• Recognized as a market leader in NPS with outstanding survey results of overall customer experience• Worked efficiently to move Laird and Commercial branch from 14th place at Q1 to 1st place YTD F17 in sales revenue• Managed risk and balanced opportunity with strict protocol and oversight of all lending, mutual funds and overall branch operations• Mentored 21 new to role financial services managers within the Toronto Central market to ensure they are now all fully qualified in their roles and have a great understanding of lending, commercial and mutual funds• Lead the market for the “walk so kids can talk” campaign in May 2017 • Winner BMO Beam Spotlight Award for the Toronto Central Market leadership for 2017 Q2 Show less • Reviewed and audited the branch’s trade surveillance reports daily to ensure RISRs trades are compliant to bank guidelines and coached where necessary• Reviewed and funded all lending applications with branch lenders and completed credit, pricing and fulfillment escalations as required• Analyzed accounts and activities to identify suspicious transactions to avoid kiting and practices that lead to money laundering• Excelled in Operational Effectiveness: operations tasks and reports to avoid branch losses and identified branch coaching opportunities• Handled customer complaints, objections and escalations through efficient customer conversations Show less • Increased customer loyalty by identifying opportunities, providing solutions and guiding customerstowards financial success• Managed an assigned portfolio base of 500+ customers and used effective customer conversations to provide an exceptional financial assessment in matching personal products, lending portfolio, investments and services to customer needs.• Exceeded clients’ expectations by providing exceptional wealth management solutions using personalized advisory based sales techniques• Worked with partners such as FPs, IAs, CAMs to generate referrals for growth opportunities• Developed strong negotiating, problem solving, risk and relationship management skills• Excelled in accepting challenging situations and turning them into a premium customer experience• Adhered to bank policies and procedures for the prevention of loss due to fraud, counterfeiting and money laundering• Recognized as top 5 Financial Services Manager in the Toronto East District for fiscal 2014• Winner Bravo Award for the Toronto East District top performer for the following Quarters: 2012 (Q2,Q3 &Q4), 2013 (Q1), 2014 (Q2/Q3)• Winner BMO Beam Spotlight Award for the Toronto Central District top performer for 2015 Q2 Show less

  • Senior Branch Manager

    Jun 2016 - Nov 2017

  • Branch Manager

    Jun 2015 - Jun 2016

  • Financial Services Manager

    Jun 2011 - Jun 2015
• 

  Scotiabank

  Dec 2017 - now

  Investment Specialist & Financial Planner - Global Wealth Management

  As a Scotiabank Investment Specialist, I am committed to helping my clients feel more confident in their financial future. My clients define investments success – I help them get there with trusted advice and solutions that support their vision. Drawing on my investment expertise and years of financial planning experience, I build customized financial plans that help bring their investment and retirement goals to life. A tailored plan allows them to savour today while preparing for their needs and the needs of their family in the future. My clients also appreciate the flexibility of meeting at a time and location that works with their schedule. Using a disciplined approach, I advise on the following valuable services:-Goals/financial assessment -Customized financial planning -Tailored investment solutions -Retirement and retirement income planning-Tax-deferral strategies I place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. As a member of Scotiabank’s Investment Specialist team, my clients enjoy the peace of mind that comes with working with a leading Canadian financial services provider that is dedicated to helping customers become financially better off. Show less