François Huot, Mba, Bba, Ficb Email & Phone Number

Canada

Designing, implementing, operating, and advising a nationwide division for Property Tax & Valuation Consulting Services, driving strategic expansion. Engineering and executing an efficient nationwide plan, resulting in acquisition of significant client base. Advising National Property Tax & Valuation Consulting Services Team and ensuring successful delivery of mandates. Implementing robust client service framework, leading to client retention rates and satisfaction. Developing and enforcing internal protocols to streamline processing of prospective and existing client requirements, enhancing operational efficiency.• Strategic Planning• Coaching/Training• Lead generation• Salesforce• Artificial Intelligence• English & French

Toronto, Ontario, Canada

As a Director of National Accounts in the Canadian Property Tax Division, I am a dedicated business development professional with a proven background in client service. I combine advisory, negotiation, and organizational strengths to maximize results for clients. I am focused on building long-term relationships with clients built on trust and exceptional service.

Toronto

Devised and executed strategic plans to efficiently cultivate profitable strategic alliances in Canada, the United States, and the Netherlands. Developed and implemented strategic plans to optimize production outputs through manufacturing process modeling and streamlined distribution across various channels. Oversaw the research process, ensuring the optimal utilization of resources. Directed and influenced teams of various sizes, ranging from 5 to 80 team members. Managed the preparation of comprehensive financial analyses, encompassing financial statements, P&L, modeling, financial projections, and cash flows. Led the valuation and negotiation of both local and international acquisitions and strategic alliances. Orchestrated the implementation of reorganization plans.

Toronto

Devised and executed a multi-province strategic plan to optimize the acquisition of a profitable client base efficiently. Established and managed a robust client service matrix to enhance client retention. Implemented internal protocols to ensure the efficient handling of prospective and existing client needs, often proactively. Crafted and executed a tailored training program for Desjardins Credit Union, covering products, market strategies, sales techniques, and branding. Directed and shaped the direction of research and internal business development teams. Oversaw the development of financial planning software.

Formulated and executed a cross-province strategic plan to effectively facilitate the acquisition of a profitable clientele. Introduced a robust client service framework to bolster client retention. Implemented internal protocols to optimize the handling of prospective and current clientele needs, with a proactive approach. Crafted and executed a customized training program, encompassing products, markets, sales, and branding. Directed the development of financial planning software.

Implemented a strong client servicing matrix to foster clientele retention. Implemented internal protocol ensuring optimal processing of prospective and current clientele needs, often on a proactive basis. Accomplishments include $64M in new AUM in 2000, $500K per week in new AUM thereafter, and licensure for Stocks, Bonds, Derivatives, etc.

Management & Finance (Micro Program)

Master Of Business Administration (Mba), Financial Services

Bachelor Of Business Administration (Bba), Finance

Fellow Of The Canadian Securities Institute (Fcsi), Finance

Financial Management Advisor (Fma), Finance

Planificateur Financier (Pl.Fin.), Finance

Fellow Of The Institute Of Canadian Bankers (Ficb), Finance