Brendan Sharp Email & Phone Number

Vancouver, Bc, Ca

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

As a Physician Engagement Specialist I provide a nurturing and informative approach to introducing physicians and their families to MD's service offerings. By proactive and effective lead management our goal is to match our client needs with the best suited Financial Consultant as they see fit and provide support throughout the process. My areas of expertise include lead generation, client prospecting, communication, strategic planning, and the use of Microsoft Dynamics CRM. My approach involves maintaining proactive communication and a follow up process to maximize client engagement and quality lead generation. By analyzing areas of opportunity to build, maintain, and grow interest and excitement surrounding our services I educate our clients on MD's service offerings, personalize their interactions and experiences all while setting the stage for their ongoing relationship with MD.Helping our clients prepare to meet with our Financial Consultants by establishing a strong initial relationship while ensuring that they understand our physician-focused approach is my primary goal as a Physician Engagement Specialist.

Vancouver, British Columbia, Canada

As a Client Service Associate I provided administrative and contact management support to 3 Financial Consultant in the Early Career segment. My areas of expertise include contact management, strategic planning, organization skills, communication, and the use of Microsoft Dynamics CRM. My approach involves maintaining proactive communication and a follow up process to maximize client engagement and qualitative activities completed. By analyzing areas of opportunity to build, maintain, and grow our physician base I educate our clients on MD's service offerings, personalize their interactions and experiences all while setting the stage for their ongoing relationship with MD.Helping our clients understand the value added of MD's service offerings and ensuring that they understand that we maintain a strong communicative relationship was my primary goal as a Client Service Associate.

Greater Vancouver, British Columbia, Canada

As a Financial Advisor I managed and provided advice to over 250 retail banking customers all with various financial goals and needs ranging from investment planning to mortgage financing. My areas of expertise included contact management, communication, financial planning, prospecting, and delivering a holistic approach to financial advice. My approach involved maintaining proactive communication and a follow up process to grow and nurture customer relationships. By analyzing a customers financial situation this allowed for me to develop opportunities to build, maintain, and grow trust and confidence in the advice provided to our customers. During my tenure I collaborated with various partners within the Scotiabank group, discovered Wealth Management referral opportunities, and shared best practices among my peers to build confidence and momentum to grow our overall business activity.Helping our customers understand the holistic and all encompassing approach to financial planning has allowed me to become an educated, trusted, and confident Financial Advisor.