Rui Barreto PFP, RRC

Experience

• 

  Tommy Hilfiger

  Mar 1997 - Aug 2001

  Tommy Jeans Relationship Sales Manager - Ontario

  -Managed the Independent base of clients in the Ontario territory for the Tommy Hilfiger Jeans Division.-Strong business development skills and management of resources to achieved year over year targets. -Strong negotiation skills.-Increased territory by revenue and clients.

• 

  RBC Royal Bank

  Aug 2001 - Nov 2007

  Hired, trained and managed a team of 10. Employee development resulted in growth, increased employee morale and reduced employee turnover. Key Accomplishments:- Created a new sales support team referral system which generated over $1,000,000 in qualified referrals in the first week.- Championed the new RBC Client experience by coaching staff, enabling them to be more efficient in identifying and closing sales opportunities, dealing with client objections and problem resolution.- Developed a strong RBC Financial Group community relationship to capitalize on business opportunities. Show less

  • Senior Account Manager

    Jan 2005 - Nov 2007

  • Assistant Manager

    Jan 2004 - Jan 2005

  • Personal Financial Service Representative

    Aug 2001 - Jan 2004
• 

  RBC Wealth Management

  Nov 2007 - Nov 2009

  Financial Planner

  Key Accomplishments:• Achieved a year end ranking in the top quartile of all 1200 Financial Planners.• Optimized and drove sales results through new client acquisition from development of relationships within the community and centres of influence.• Increased client satisfaction and share of wallet through strong use of wealth management techniques, mortgage and lending practices.

• 

  RBC

  Nov 2009 - Nov 2011

  Senior Mortgage Specialist

  Key Accomplishments:• Over 100% increase in year over year business development with 2011 business achievement of over $50MM• Using my application of business acquisition, marketing and business planning, I was able to achieve top quartile ranking among my peers.• My excellent presentation and organizational skills allow for acquisition and closing of business often on first meeting.

• 

  Moody's

  Nov 2011 - now

  As a Associate Director at Moody’s, I am dedicated to exceeding the expectations and requirements of both internal and external customers. My primary responsibility is to gather firsthand customer information to improve our products and services.In this role, I have a number of key responsibilities including:• Driving the development of new and existing business within our account base.• Collaborating with the Director of Business Development to identify and target prospects, initiate new sales activity, and manage sales cycles to closure.• Pursuing alternative distribution channels for our products to drive future growth opportunities.• Working closely with our Marketing team to generate leads for future client meetings and engagements.• Collaborating with other teams including Marketing, Product Management, Corporate Support, and Project Management to promote product quality improvement and develop new revenue sources.• Engaging with senior level stakeholders within financial institutions to discuss best practices and training, learning, and development needs.• Assessing customers' needs by providing consultative services and understanding specific challenges faced by their business as it pertains to training.• Acting as a market and product/service expert during the sales cycle.• Coordinating responses to product and service information requests from prospects and clients.• Maintaining awareness of competitors' initiatives.• Developing and testing pricing strategies internally on major bids and proposals.My ability to understand customers' needs and collaborate effectively with different teams has been integral in my success in driving business growth and revenue. I am passionate about creating exceptional customer experiences and delivering results that exceed expectations. Show less Responsible for CSI's relationship management of the big five banks in Canada as well as the key clients in Canada and other regions.Key responsibilities: • Develop and manage relationships with the top five banks in Canada, as well as key clients in Western Canada and the United States.• Drive business growth by positioning Moody's Analytics/CSI as the leading provider of training services within the financial industry.• Identify and understand the strategic objectives and training priorities of customer organizations, including regulators, financial institutions, and associations.• Collaborate with internal stakeholders to deliver tailored training solutions that meet the specific needs of clients, ensuring their continued success.• Proactively engage in the sales process, targeting and pursuing new prospects, initiating sales activities, and guiding the sales cycle to successful closures.• Champion the expansion of our market reach into the United States and the Caribbean, leveraging existing relationships with Canadian financial institutions.• Provide exceptional customer service, ensuring responsiveness and delivering relevant solutions to build and maintain solid relationships with key stakeholders.• Act as a trusted advisor, offering insights and industry expertise to support clients' decision-making processes.• Contribute to the overall growth and success of CSI by consistently achieving sales targets and fostering a culture of excellence within the sales and service team.By effectively managing relationships, driving sales initiatives, and delivering top-notch service, I play a crucial role in strengthening Moody's Analytics/CSI's position as the go-to training partner for leading financial organizations. Show less I collaborated with Moody's and CSI Global Partners in devising comprehensive learning strategies and tailored solutions to effectively tackle the evolving requirements of the financial institutions industry and regulatory landscape.Key contributions include:• Facilitating the development of custom certificates, courses, and content to proactively address industry and regulatory changes. This involved extensive research, analysis, and collaboration with subject matter experts to ensure the content was relevant, up-to-date, and aligned with the specific needs of financial institutions.• Providing valuable assistance and expertise to the sales team, aiding in the formulation of strategic approaches to capitalize on client opportunities. By leveraging my knowledge of learning strategies and solutions, I supported the team in effectively communicating the value proposition and benefits of our offerings to potential clients.• Additionally, I played a pivotal role in career progression modeling and training strategy support. By analyzing industry trends, identifying skill gaps, and collaborating with internal stakeholders, I helped design and implement training programs that empowered professionals to enhance their skills, advance their careers, and meet the evolving demands of the financial institutions sector.By actively engaging with Moody's and CSI Global Partners, I ensured the development and delivery of comprehensive learning solutions that not only met the industry's ever-changing requirements but also drove business growth and client satisfaction. Show less Leveraged industry and regulatory expertise to facilitate the management, maintenance, and expansion of CSI's extensive Retail Bank training catalog.• Played an integral role in the development and enhancement of key training programs, including: o Certificate in Personal Banking o Certificate in Bank Management o Personal Lending & Mortgage Course, where I had significant influence in shaping the advanced mortgage lending module.• Collaborated with cross-functional teams to design and deliver customized training solutions tailored to meet specific client needs and objectives. Show less

  • Director - Sales Representative Risk Solutions

    Sept 2024 - now

  • Director of Business Development - Wealth Management Regulatory Licensing, Compliance & Advice

    Oct 2021 - Sept 2024

  • Associate Director - Business Development & Client Relationships

    Apr 2019 - Oct 2021

  • Assistant Director Of Business Development

    Jan 2017 - Apr 2019

  • Assistant Director - Training and Certification, Product Strategist

    Mar 2016 - Dec 2017

  • Content Development Specialist

    Nov 2011 - Mar 2016