Experience

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  Td

  Jan 2006 - Jan 2009

  Financial services representative
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  Home trust company

  Jan 2009 - Jan 2009

  Mortgage funder
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  Cibc

  Feb 2010 - Mar 2015

  • Collaborated with other business channels to assist in the design and delivery of sales capability initiatives• Partnered with project managers to create and execute communication strategies for ongoing projects• Collected data and user feedback from sales channels for analysis to provide advice and make recommendations to enhance level of service supplied by the team• Coordinated the execution and implementation of web enhancements to over 30 internal and client facing websites Show less • Held a coaching quality score of 82.5% - above the specialist team average • Provided coaching, guidance, technical training, and soft skills development to CIBC’s national retail distribution channel on selling technique, including identifying additional sales opportunities through assessment of client needs, optimizing CIBC provided tool to enhance the sale, and negotiation tactics to successfully close the sale • Conducted sales and product support activities aligning to national strategy• Worked with market leaders to build sales force capability• Created awareness of national and local marketing programs and assist in introduction of new product launches Show less • Successfully coached my team to exceed plan – resulting in the achievement of top tier location ranking • Provided direction and guidance to a team of 8 Financial Service Representatives to achieve business results• Responsible for recruitment, training and development of my team• Used a variety of coaching techniques to support achievement of desired goals while creating a positive employee experience and building team capability• Facilitated quarterly workshop for all of CIBC’s Financial Service Representatives in Toronto’s financial core to develop soft skills and selling tactics Show less

  • Senior Consultant, Sales Effectiveness (National Office)

    Feb 2014 - Mar 2015

  • Sales and Lending Specialist (National Office)

    Jan 2013 - Jan 2014

  • Sales Manager (Toronto Financial Core Branch)

    Oct 2010 - Jan 2013

  • Financial Service Representative

    Feb 2010 - Oct 2010
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  Bmw toronto

  Jan 2015 - Jan 2016

  Sales executive

  • Exceeded annual sales plan and held a 100% customer service satisfaction score• Identified and developed new business opportunities by using a needs based sales approach and managed existing client relationships to ensure client satisfaction and build referral based pipeline • Maintained an in-depth working knowledge of BMW products, offers and services to build value, credibility and trust• Exhibit strong written and verbal communication skills to ensure accuracy during product demonstration, offering and negotiation throughout the deal packaging process• Fostered internal relationships to ensure all aspects of the deal are completed within the defined timelines Show less

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  Emkay, inc.

  Jan 2016 - Jan 2018

  Director, fleet strategies

  • Partnered with businesses to optimize fleet performance by providing services, technologies and solutions through proactive consulting• Prospected for new accounts through outbound cold calls and physical visits throughout Ontario• Completed proactive consulting and strategic recommendations quarterly through policy endorsement, process efficiencies, benchmarking and the closing of service opportunities• Managed external vendor relationships for the products and services resold and managed through my portfolio • Provided dotted lined direction and guidance to client support services team Show less

• 

  Fairstone

  Jan 2018 - Jan 2019

  Auto financing, sales & business development

  Fairstone Financial Inc. (Formerly known as CitiFinancial Canada, Inc.), Toronto, ONDesigned and executed on a plan for a newly created division focused on client satisfaction, client retention and growth. Through prospecting, soliciting, developing and maintaining business relationships to promote and sell products, services and capture market share I have delivered consistently and balanced between sales objectives, portfolio profitability and client and partner satisfaction. ● Built the sales talk track, deck and in-dealership sales aids ● Gained leadership buy-in to pilot two new financing programs ● Developed an on-boarding guide and provided training for new hires● Recommended and implemented processes to streamline support roles and leverage client servicing as a brand awareness moment ● Have acted as the subject matter expert for our marketing department to design and deliver dealership decals, voice of the customer survey and run our first dealership sales contest● Planned the development of regional visibility efforts and have expanded brand awareness through researching, networking and participating in JD Power Talk Auto, TADA Christmas lunch, AutoShow VIP night, sat as a panelist in the TADA CarsAndJobs.ca live stream, CADA summit and sponsorship of the Auto Remarketing Conference Show less

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  Volvo car canada

  May 2019 - now

  Responsible for ensuring new materials are constantly being developed and deployed to the retailers as well as internal stakeholders. Completed field training at retailers or through the region for non-commercial sales topics (Manufacturer Specific Programs, New Product, Non-technical).Responsibilities included:• Customer Experience Curriculum Development• In-Retailer training execution & administration• Adapt US and European Sales Training Materials for Canada• Study and analyze industry trends• Analytics & Reporting• Customer Survey management• Preparing & giving presentations• Web Portal management and reporting (Salesforce powered) Show less

  • Regional Operations and Aftersales Manager

    Nov 2023 - now

  • Regional Operations Manager (Interim) Canadian Prairies Region

    Jun 2023 - Nov 2023

  • Market Manager - Financial Services, Remarketing/Pre-owned, and Retention.

    Jun 2020 - Nov 2023

  • Manager, Omni Channel Customer Experience

    May 2019 - Jun 2020