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Dave B. Email & Phone Number

Advisor Relationship Manager and Directeur Relation Conseiller - Quebec at Manulife Wealth
Location: Laval, Quebec, Canada 9 work roles 1 school
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Current company
Role
Advisor Relationship Manager and Directeur Relation Conseiller - Quebec
Location
Laval, Quebec, Canada
Company size

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.

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Email format at Manulife Wealth

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Manulife Wealth

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Profile bio

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

Current workplace

Dave B.'s current company

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Manulife Wealth
Manulife Wealth
Advisor Relationship Manager and Directeur Relation Conseiller - Quebec
Laval, QC, CA
Employees
1411
AeroLeads page
9 roles · 21 years

Dave B. work experience

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Advisor Relationship Manager And Directeur Relation Conseiller - Quebec

Laval, Qc, Ca

Bilingual Advisor Support Manager

Montreal, Quebec, Canada

Bilingual Business Transition Associate/ Agent Relationel Bilingue, Transition Des Affaires

Montreal, Canada Area

Jan 2020 - Oct 2022

Bilingual Advisor Support Specialist / Conseiller Bilingue En Support Spécialisé

Montreal, Canada Area

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

Mar 2006 - Jan 2020

Bilingual Mutual Fund Customer Service

Toronto

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.

Jun 2004 - Mar 2006

Bilingual Advisor Services Co-Ordinator

Toronto, Canada Area

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.

2006 - 2011 ~5 yrs

Bilingual Customer Service And Audit

Ghr Systems

Toronto, Canada Area

Providing information regarding point of sale purchases for recreational vehicle to different dealerships, such as Yamaha, Suzuki and Laurentian Bank.

Sep 2002 - Jun 2004

Bilingual Customer Service Representative

Scarborough, On

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.

Mar 2000 - Sep 2002

Bilingual Customer Service Representative

Scarborough, On

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.

Jun 1998 - Mar 2000
Team & coworkers

Colleagues at Manulife Wealth

Other employees you can reach at manulifesecurities.ca. View company contacts for 1411 employees →

1 education record

Dave B. education

  • Thomas. L. Kennedy
    Thomas. L. Kennedy
FAQ

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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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