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Mario Colalillo, CFP®

Mario Colalillo, CFP®

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  • Timeline

  • About me

    Regional Director at National Bank Investments

  • Education

    • St. Michaels College School

      2006 - 2011

    • Ryerson University

      2011 - 2015
      Bachelor of Commerce (BCom) Finance

      Activities and Societies: Ryerson University Finance Society

  • Experience

    • TD

      Jan 2013 - Aug 2015

      • Financial Services Representative

        Dec 2014 - Aug 2015

      • Customer Service Representative

        Jan 2013 - Dec 2014

    • National Bank Investments

      Sept 2015 - now

      - Inside Sales Representative responsible for generating sales and servicing of over $550M in mutual fund and ETF assets within Toronto and GTA West.- Tailor proactive investment solutions to Investment Advisors in both IIROC and MFDA firms by forecasting market trends and regulatory impacts- Working alongside the Regional Director to prospect and grow the territory consistently over 5 years- Organize and conduct client conference calls with Portfolio Managers, Webinars educating Investment Advisors on how to optimize online presence and branch presentations highlighting new product launches Show less

      • Regional Director

        Apr 2021 - now

      • Regional Associate

        Sept 2015 - Apr 2021

  • Licenses & Certifications

    • Canadian Securities Course

      Canadian Securities Institute (CSI)

    • Certified Financial Planning Level 1

      Financial Planning Standards Council (FPSC)
      Jun 2015

    • Certified Financial Planner®

      Financial Planning Standards Council (FPSC)
      Jan 2019

    • Investment Funds In Canada

      Canadian Securities Institute (CSI)