Oversee the entire Vancouver Office’s sales and distributionEstablish sales objectives, develop annual sales quotas for Vancouver teamCoach and train business developers, sales personnel and lead distribution network in establishing and executing the sales plan and strategiesIdentifies market needs, direct sales team create sales materials, social media and advertisingAttend client meetings, consult clients with tax issues and overseas family structure by liaising with lawyers and accounts

Set up meetings with clients,and conduct in-depth reviews of clients' financial circumstances, current provision and future aimsCustomize suitable financing solutions, assist clients meet their optimal financial goalscompleting risk analyses Research various resources and provide clients suitable products and servicesassisting clients to make informed decisionsReview and respond to clients changing needs and financial circumstancesPromot and Sell financial products to meet given or negotiated sales targetsLiais with head office and financial services providersKeep up to date with financial products and legislationContact clients with news of new financial products or changes to legislation that may affect their savings and investmentsMeeting the regulatory aspects

Drafted and managed conveyancing documents. Obtained, filled and verified documents for completion register documents as requiredOrganized and assembled due diligence searches, liaised with legal assistants, lawyers and clients on file progressWorked on both residential and commercial real estate transactions. Communicate with clients and prepared documentsOther general administrative duties as required

Provide client objective advice and total solutions through the products available at the companyCreates and maintains client relationships. Effectively develops referral networks from existing client baseDevelops and executes marketing plan from marketing professionals and local office support