Eric Guay Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Worked with the Project Horizon team to create a request for proposal, embarking on a journey to create Ontario’s first hospital specific digital front door.

Toronto, Ontario, Canada

Led an operational initiative to implement AI technology to automate processes and streamline document generation, resulting in efficiencies in underwriting, funding, and compliance. Assumed end-to-end ownership for ScotiaHome by collaborating with cross-functional teams to conceptualize, define and implement new features.

Engaged in primary and secondary research to build an empathy for the context and then ideate the potential of adopting various digital technologies progressing towards the client’s vision and the organizations future.Helped transform SickKids current business model using a digital front door to provide access to care and health information through an omni-channel engagement platform. Developed a comprehensive AI strategy for CIBC Private Wealth Management.

Analyzed current and prospective client’s financial portfolios by understating status, risk tolerance and financial goals to provide a detailed recommendation, resulting in book of business of 100+ clients.Structured large credit applications using internal software, resulting in $2M+ in lending per quarter.Built long-term relationships to maximize long-term investment planning, resulting in $3M+ in investments per quarter.Prospected new clients through business development to build book of business using Salesforce, resulting in 92%+ calls placed to leads.

Engaged customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions. Built customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking. Developed ongoing customer relationships to retain business and further trust.

London, Ontario, Canada

Processed financial transactions like deposits, withdrawals and bill payments as per standardized operating procedures. Understood and determined customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters. Responded and resolved customers' concerns using standard procedures and escalating non-standard activities.

London, Ontario, Canada

April 2017 - August 2017May 2018 - August 2018

Master'S In Management, Mscm, Digital Management

Richard Ivey Excellence Award Consulting Club Finance and Technology Club

Bachelor Of Management And Organizational Studies, Honor’S Specialization In Finance

Dean’s Honour List VP HR for the BMOS Association