Dave B. Email & Phone Number
Who is Dave B.? Overview
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Dave B. is listed as Advisor Relationship Manager and Directeur Relation Conseiller - Quebec at Manulife Wealth, a with 1411 employees, based in Laval, Quebec, Canada. AeroLeads shows a matched LinkedIn profile for Dave B..
Dave B. previously worked as Bilingual Advisor Support Manager at Manulife Wealth and Bilingual Business Transition Associate/ Agent Relationel Bilingue, Transition des Affaires at Ia Private Wealth. Dave B. studied at Thomas. L. Kennedy.
Email format at Manulife Wealth
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About Dave B.
Outstanding relationship building capacityAbility to executeStrong organizational & planning skillsManage multiple tasks and respond to changing prioritiesExceptional writing, verbal and presentation skills (French & English)Strong work ethicHigh level of enthusiasmAbility to excel in a flexible, fast paced environment
Dave B.'s current company
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Dave B. work experience
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Bilingual Advisor Support Manager
Bilingual Business Transition Associate/ Agent Relationel Bilingue, Transition Des Affaires
Bilingual Advisor Support Specialist / Conseiller Bilingue En Support Spécialisé
English: Responsible for supporting HollisWealth and IAS Advisors to implement a number of tools and services, developed by the Retail Division, to enhance Advisor best practices and support Advisor business growth. The Various support include: CQ5 Advisor Website, The Social Media via Sungard monitoring system, NBCN Compass platform , Cloud Storage via Box.com and CE process.Français: Responsable de support pour les Conseillers de Patrimoine Hollis et IA dans différent domaine et services, développée par notre équipe de gestion des avoirs, renforcer et présenter les meilleures pratiques permettant d’améliorer la croissance des affaires des conseillers. Nos outils tel que : Adobe CQ5 – site Web du conseiller, Le Réseau Social - Protegent de SunGard, NBCN Compass, Solutions de stockage infonuagiques à partir de Box.com ainsi que Office 365 et Processus de crédits FC
Bilingual Mutual Fund Customer Service
Act as a liaison between Advisors in the field and Head Office. Provide timely feedback and information relating to trades, Back office and Front offices support.
Bilingual Advisor Services Co-Ordinator
Provide timely feedback and information relating to trades, Back office procedures and Front office support in French and English. Provide training and support via phone or in person for software and platforms available to Advisors in the branch office.
Bilingual Customer Service And Audit
Providing information regarding point of sale purchases for recreational vehicle to different dealerships, such as Yamaha, Suzuki and Laurentian Bank.
Bilingual Customer Service Representative
Responding to Client and Branch inquiries for trading accounts. Providing statements and account balances on investment account and transaction details. Acts as a liaison between various areas such as Branches across Canada, Head Office, Compliance Dept and other Back Office Dept.
Bilingual Customer Service Representative
Responding to Client and Branch inquiries for Telephone Banking, PC Banking, Visa. Providing statements and account balances and transaction details. Reporting Lost and Stolen reports.
Colleagues at Manulife Wealth
Other employees you can reach at manulifesecurities.ca. View company contacts for 1411 employees →
Taylor Szeto
Colleague at Manulife WealthSaskatchewan, Canada
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VT
Val Tonnesen
Colleague at Manulife WealthGreater Vancouver Metropolitan Area, Canada
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BP
Bryan Paul, Cim, Ris
Colleague at Manulife WealthFergus, Ontario, Canada
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JW
Jon Williams Cfp Cim
Colleague at Manulife WealthLondon, Ontario, Canada
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AP
Andre Piunno
Colleague at Manulife WealthMontreal, Quebec, Canada
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MC
Michael Ca>
Colleague at Manulife WealthCanada
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CA
Carolina Alvaro
Colleague at Manulife WealthMontreal, Quebec, Canada
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DS
Domenic Scavuzzo, Cfp
Colleague at Manulife WealthGreater Toronto Area, Canada
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BM
Barbara Morgan
Colleague at Manulife WealthCanada
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NG
Nicholas Giannone, Pl. Fin
Colleague at Manulife WealthBlainville, Quebec, Canada
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Dave B. education
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Thomas. L. Kennedy
Frequently asked questions about Dave B.
Quick answers generated from the profile data available on this page.
What company does Dave B. work for?
Dave B. works for Manulife Wealth.
What is Dave B.'s role at Manulife Wealth?
Dave B. is listed as Advisor Relationship Manager and Directeur Relation Conseiller - Quebec at Manulife Wealth.
Where is Dave B. based?
Dave B. is based in Laval, Quebec, Canada while working with Manulife Wealth.
What companies has Dave B. worked for?
Dave B. has worked for Manulife Wealth, Ia Private Wealth, Ia Financial Group (Industrial Alliance), Industrielle Alliance, and Dundeewealth Inc.
Who are Dave B.'s colleagues at Manulife Wealth?
Dave B.'s colleagues at Manulife Wealth include Taylor Szeto, Val Tonnesen, Bryan Paul, Cim, Ris, Jon Williams Cfp Cim, and Andre Piunno.
How can I contact Dave B.?
You can use AeroLeads to view verified contact signals for Dave B. at Manulife Wealth, including work email, phone, and LinkedIn data when available.
What schools did Dave B. attend?
Dave B. studied at Thomas. L. Kennedy.
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