Devin Cabel, Pfp Email & Phone Number

Calgary, Alberta, Canada

Manage the business relationship for 70+ independent portfolio management and introducing brokerage firms in Western Canada.Partner with existing investment firms to streamline and improve the fiscal health of their business.Counsel prospective new independent firms on the process of becoming independent.Analyze and present client fee schedules based on trade, account and holding metrics.Provide regulatory and compliance guidance.Plan, host and execute client events such as holiday parties, golf tournaments and workshops.Educate internal partners on NBIN service and product offerings.

Calgary North

Calgary, Canada Area

Supports advisors across Alberta by providing premiere investment solutions for income oriented investors. Simplifies advisor's businesses and increases their revenue. Partners with advisors looking to grow their book and provides business building strategies exclusive to O'Leary Funds.

Alberta, Canada

Work closely with Investment Advisors in Alberta to help their clients reach their investment goals and help make advisor's businesses more efficient and profitable. Promote National Bank's brand and mutual fund lineup.

Calgary, Canada Area

Make proactive sales calls to investment advisors to increase gross sales, reduce redemptions and increase brand awareness. Conduct sales and practice management training sessions with clients.

Calgary, Canada Area

Portfolio comparisons, manage budget, coordinate events, book meetings.

Red Deer, Alberta, Canada

Mortgages, investments, lines of credit, loans, bank accounts.

Bachelor Of Commerce Degree, Marketing

Bachelor of Commerce Degree, major in Marketing

Education record