David Kat

Experience

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  IBM

  Oct 1992 - Oct 1993

  Production Repairs and Quality Control
• 

  Investors Group

  Mar 1994 - Apr 1995

  Mutual Fund Representative
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  Canada Trust

  Nov 1995 - Jan 1999

  • Manager Customer Sales and Service

    Jan 1998 - Jan 1999

  • Financial Advisor

    Nov 1995 - Dec 1997
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  TD

  Jan 1999 - May 2002

  Financial Planner, TD Waterhouse

  Similar accountabilities to most recent position.

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  BMO

  Jun 2002 - Aug 2009

  Develop and implement initiatives with Investment Sales Managers and District VP’s to improve sales coaching and overall effectiveness of wealth sales teams.Act as a liaison between Corporate Office, Sales Managers, and District leads to ensure priorities and initiatives are communicated and delivered effectively versus measured improvement targets.Delivered High Performance Culture workshops, technology proficiency seminars, and other sales effectiveness deliverables to ensure consistency across lines of business and improvement of sales and service results. Show less

  • Financial Planner

    Nov 2006 - Aug 2009

  • Performance Enhancement Manager

    Sept 2005 - Nov 2006

  • Operational Assessment Analyst

    Mar 2004 - Sept 2005

  • Technology Effectiveness Coach

    Nov 2003 - Mar 2004

  • Financial Planner

    Jun 2002 - Nov 2003
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  Meridian Credit Union

  Aug 2009 - Nov 2012

  Senior Wealth Advisor

  Provide guidance and advice to retail and commercial Members relating to investments, tax efficiency, retirement and estate planning.Develop tactics to deliver upon sales targets and enhance skills of retail staff to identify and refer target Members.Called upon as a resource by Wealth Director and Sales Manager to develop and deliver presentations and workshops to peer group, aimed at measured improvement of effectiveness of Senior and Junior Wealth Advisor team.Provide support to branch network in areas of sales effectiveness and improving Member Net Promoter scores, by leading sales meetings focused on scripting skills, product knowledge and opportunity spotting.Consistently called upon as subject matter expert by leadership and peers, in areas of technology and sales effectiveness, product knowledge, taxation and estate planning. Show less

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  Manulife Financial and Manulife Securities

  Jan 2013 - now

  PlanRight Advisor

  Providing wealth management solutions for individuals and business owners by employing customized tax, investment and retirement income strategies. Ensuring proper planning to help protect what's important to you and your loved ones now and in the future.