Financial Services Candidate Profile | TM8 Recruitment

This candidate has been in the financial services industry for almost 15 years, performing a variety of roles, and was recently a Regional Director & Sales Manager for a major bank. He has exceeded expectations in all of his roles, and he?s looking for a new challenge.

HIGHLIGHTS OF QUALIFICATIONS/INTERESTS

• Wholesale and business to business sales experience
• Results driven and proven track record of sales success- consistently #1 in sales volume
• Large connections in a variety of fields including automotive, advisory, law, accounting, mining, consulting
• Commercial mortgage experience ? syndicate, bridge, corporate, proprietary
• Public speaking experience, conducting sales conferences, guest speaking, media, press conferences
• Strategic sales management experience both independently and leading a team
• Extensive experience working with CEO?s, business owners, high profile and high net worth clients
• Professionally traded futures, options, stocks, implemented high level operations and financial management
• Experience networking with high level individuals world-wide in both business and personal settings
• Financial Planning experience for both individuals, companies, and overseas clients
• Extensive network in the financial industry across the country created from years of wholesaling
• Integrity and reputation in the financial industry established through long standing business relationships
• Experience staring up companies from the ground up both in operations and sale
• Senior Management experience
• Experience creating structured products ? derivative linked GICs, custom investment product manufacturing

Educational Summary

CFA Institute
Chartered Financial Analyst Program
UBC Sauder School Of Business
Mortgage Commercial/Residential
Canadian Securities Institute
Canadian Securities Course (CSC)
Professional Financial Planning (PFPC)

College
Major: Engineering
Area of Concentration: Studio Engineering

College
Major: Business
Area of Concentration: Finance

Related Course Work:
An in depth understanding of the financial markets and numerous financial instruments
Experience in presentation delivery to large groups and individuals
A learned understanding of the importance of teamwork and relations with others.
Knowledge of wide array of financial theory, accounting, mathematical, and statistical concepts
Refined writing skills, and the ability to effectively express myself both written and orally.
Have produced publications in regards to stock market trading, analysis, investing, and real estate

EMPLOYMENT HISTORY
2009 ? Present Position: Regional Director and Sales Manager
Responsible for all mortgage and credit products for BC
Found new companies to partner with our division and increased volumes by over 200% after 6 months
Manage a team of sales managers within the province with responsibilities to include, sales coaching, reporting, hiring new staff, generating leads, annual reviews etc.
Meet with key clients to identify sales opportunities: branch managers, regional directors, presidents, CEO?s to build relationships from the top down to gain corporate support
Presented to various executive committees and corporations of all kinds not limited exclusively to the financial sector
Preparing/presenting high level presentations for business plans, sales growth opportunities, operational changes
Some key factors in this role are damage control, client retention, attrition, formulating strategies, and relationship building

Position: Manager of Business Development
Solely responsible for all business activity in Western Canada managing over 4000 financial planners, investment advisors using a variety of investment products
Responsibilities include: preparing meetings with clients and corporations, preparing and presenting to large groups for events across the country, using an advanced level of investment information to formulate investment strategies
Work together with managers and mutual fund corporations to generate new business and increase business with current clients.
Experience presenting and working with CEO?s, senior executives and owners of small, mid, and large corporations and mutual fund companies/manufacturers.

Credit Union, Various Locations, BC
Position: Various positions held

Financial Specialist

Fulfillment of high quality investment products, advice and services to customers
Develop and provide detailed financial strategies for customers including, but not limited to: retirement, education, asset allocation and risk management.
Opening and structuring personal and business bank accounts (trusts, corporations, flow through number companies, estates etc) mortgages, RSP loans, LOC, HELOC and developed new customer relationships while simultaneously identifying distribution opportunities for insurance teams

?

Communications/ Marketing
Worked with senior executives on strategic and tactical corporate development projects
Created documentation for corporate standard on a variety of systematic protocol
Created presentations for Insurance and Investment staff for outbound marketing
If you are interested in this candidate, or would like information on our Financial Services Executive Search and Recruitment services, please contact David Powell ? david@tm8.ca or 604.788.5586

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Source: http://www.tm8.ca/financial-services-candidate-profile/

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