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David Mercier is listed as Account Executive | Group Pension & RRSP based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for David Mercier.
David Mercier previously worked as Client Relationship Executive at Sun Life Financial and Senior Account Manager at Sun Life Financial. David Mercier holds Master Of Business Administration (M.B.A.) from York University - Schulich School Of Business.
A Senior Account Executive with extensive experience building and maintaining client relationships on large, complex group pension and savings plans. Known for being a strong relationship builder, with a passion for client service excellence and a dedication to maintaining a profitable, high performing book of business.
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Toronto On
Maintained responsibility for 12 significant pension & savings clients in the GTA (assets exceed $2.2 bill).Project managed the implementation of a number of new plans and facilitated seamless transitions from previous record keeper.Created annual strategic plans for clients that improved client satisfaction and improved plan profitability - realized an annual improvement in performance exceeding $150,000 within block of business.
Toronto On
Prepared and delivered pension committee presentations to a range of stakeholders including plan sponsors and consultants. Presentations included strategic initiatives and updates re plan membership, investment statistics, usage of plan member tools, etc.
Managed client accounts with assets ranging between $1 mill & $2 mill (responsible for approximately 50 clients).Collaborated with consultants and brokers to ensure client satisfaction.
Completed MBA on a part time basis while working full time at Sun Life Financial.
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David Mercier is listed as Account Executive | Group Pension & RRSP.
David Mercier is based in Toronto, Ontario, Canada.
David Mercier has worked for Sun Life Financial.
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David Mercier holds Master Of Business Administration (M.B.A.) from York University - Schulich School Of Business.
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