Grant Gamble Cfp
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Grant Gamble Cfp Email & Phone Number

Business Strategist and Consulting Executive at Pareto Systems
Location: Greater Kelowna Metropolitan Area, Canada, Canada 7 work roles 4 schools
1 work email found @scotiabank.com 3 phones found area 604 and 888 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email g****@scotiabank.com
Direct phone (604) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pareto Systems
Role
Business Strategist and Consulting Executive
Location
Greater Kelowna Metropolitan Area, Canada, Canada
Company size
24 employees

Who is Grant Gamble Cfp? Overview

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Quick answer

Grant Gamble Cfp is listed as Business Strategist and Consulting Executive at Pareto Systems, a company with 24 employees, based in Greater Kelowna Metropolitan Area, Canada, Canada. AeroLeads shows a work email signal at scotiabank.com, phone signal with area code 604, 888, and a matched LinkedIn profile for Grant Gamble Cfp.

Grant Gamble Cfp previously worked as Business Strategist / Consulting Executive at Pareto Systems and Regional Director, Investment Specialists and Financial Planners at Scotiabank. Grant Gamble Cfp holds Bba, Joint Major Business And Economics (Finance Emphasis) from Simon Fraser University.

Company email context

Email format at Pareto Systems

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*@scotiabank.com
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AeroLeads found 1 current-domain work email signal for Grant Gamble Cfp. Compare company email patterns before reaching out.

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Profile bio

About Grant Gamble Cfp

I have over 30 years of experience in providing financial advice, advisor coaching, team management, and designing / executing banking and wealth strategies; building and leading high-performing teams, and driving sales and market growth for both bank and credit union wealth planning organizations.My core competencies include sales and market strategies, investment advisor recruitment, talent and people management, wealth management strategy and execution, disruptive innovation, negotiation skills, coaching and mentoring, collaboration and accountability. I also have a strong domain expertise in advisor practice management, client/advisor experience, and CRM tools, especially Salesforce. I am passionate about delivering exceptional service and value to clients and advisors, and fostering a culture of innovation and excellence in the wealth management and banking industry.

Listed skills include Wealth Management, Investments, Portfolio Management, Banking, and 34 others.

Current workplace

Grant Gamble Cfp's current company

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Pareto Systems
Pareto Systems
Business Strategist and Consulting Executive
Kelowna, BC, CA
Website
paretosystems.com
Employees
24
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Company profile
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7 roles · 35 years

Grant Gamble Cfp work experience

A career timeline built from the work history available for this profile.

Business Strategist And Consulting Executive

Pareto Systems

Kelowna, BC, CA

Business Strategist / Consulting Executive

Current
Pareto Systems

Kelowna, British Columbia, Canada

- Pareto Systems is an industry-leading business development consulting firm dedicated to providing best-of-class wealth management practice management tactics and transformational implementation.- As Business Strategist / Consulting Executive with Pareto Systems I am responsible for working with financial advisory firms throughout North America to.

May 2024 - Present

Regional Director, Investment Specialists And Financial Planners

Scotiabank

Lower Mainland, Fraser Valley, And Okanagan Valley, British Columbia

As Regional Director, Mobile Advice Team, Grant managed his team of Financial Planners from Tsawwassen to Vernon, over 55 Scotiabank branches, and was specifically responsible for all elements of sales, tactical and strategic management, including:- Sales and market strategies including sales and business planning budgets/targets;- Delivery of sales.

Jun 2017 - May 2024

Vice President Wealth Management

Prospera Credit Union
  • Covering the credit union’s footprint from Vancouver to Vernon, Grant provided experienced and results-proven investment, insurance, and banking operations leadership. A well-respected and established executive who.
  • Strategy and execution – Banking, Investments & Insurance
  • Disruptive… Show more Covering the credit union’s footprint from Vancouver to Vernon, Grant provided experienced and results-proven investment, insurance, and banking operations leadership. A well-respected and.
  • Disruptive innovator
  • Negotiation Skills
  • Coach and Mentor
Apr 2012 - Jun 2017

Senior Manager, Wealth Management

Prospera Credit Union

Abbotsford British Columbia

Designed and successfully executed the Wealth Management strategy, building out the wealth management sales and support complement of Investment Specialists, Financial Planners, and Wealth Assistants.Defined the wealth management member experience which helped build the foundation to the retail banking service and advice strategy.

Nov 2007 - Apr 2012

Certified Financial Planner™ And Financial Advisor

Coast Capital Savings

South Surrey, British Columbia

  • As a Financial Planner, built the largest client wealth portfolio within the company, growing a mutual fund client portfolio from $15 million to over $70 million in assets over a six-year period.
  • Mentored staff and collaborated with peers, in a senior planner capacity.
  • Implemented ongoing peer-to-peer best practice knowledge sharing within the company.
  • Participated in ongoing company-advisor focus groups and business planning committees.
  • As a Financial Advisor /… Show more
  • As a Financial Advisor / Personal Banker, recognized as the top lender and retail bank sales leader for 5 years.
Mar 1996 - Nov 2007

Manager

Canada Trust
  • Progressive roles including:
  • commercial automotive dealer financing and consumer sales,
  • relationship manager providing credit and deposit solutions
  • branch management roles leading 10+ lending and investment staff.
  • successfully opened for a new retail branch location.
1991 - 1996 ~5 yrs
Team & coworkers

Colleagues at Pareto Systems

Other employees you can reach at paretosystems.com. View company contacts for 24 employees →

JW Jason W. Jason W. Colleague at Pareto Systems Olathe, Kansas, United States, United States View → EC Elaine Christakos Coach Elaine Christakos Coach Colleague at Pareto Systems Kelowna, British Columbia, Canada, Canada View → BC Bob Chamberlain Bob Chamberlain Colleague at Pareto Systems Kelowna, British Columbia, Canada, Canada View → M" Mike Mike "Cy" Cajthaml Jr. Colleague at Pareto Systems Overland Park, Kansas, United States, United States View →
4 education records

Grant Gamble Cfp education

Elp, Executive Leadership Program

Niagara Institute

Niagara's Executive Leadership Program addresses the unique challenges and opportunities that exist in the top tiers of organizations..

FAQ

Frequently asked questions about Grant Gamble Cfp

Quick answers generated from the profile data available on this page.

What company does Grant Gamble Cfp work for?

Grant Gamble Cfp works for Pareto Systems.

What is Grant Gamble Cfp's role at Pareto Systems?

Grant Gamble Cfp is listed as Business Strategist and Consulting Executive at Pareto Systems.

What is Grant Gamble Cfp's email address?

AeroLeads has found 1 work email signal at @scotiabank.com for Grant Gamble Cfp at Pareto Systems.

What is Grant Gamble Cfp's phone number?

AeroLeads has found 3 phone signal(s) with area code 604, 888 for Grant Gamble Cfp at Pareto Systems.

Where is Grant Gamble Cfp based?

Grant Gamble Cfp is based in Greater Kelowna Metropolitan Area, Canada, Canada while working with Pareto Systems.

What companies has Grant Gamble Cfp worked for?

Grant Gamble Cfp has worked for Pareto Systems, Scotiabank, Prospera Credit Union, Coast Capital Savings, and Canada Trust.

Who are Grant Gamble Cfp's colleagues at Pareto Systems?

Grant Gamble Cfp's colleagues at Pareto Systems include Jason W., Elaine Christakos Coach, Bob Chamberlain, and Mike "Cy" Cajthaml Jr..

How can I contact Grant Gamble Cfp?

You can use AeroLeads to view verified contact signals for Grant Gamble Cfp at Pareto Systems, including work email, phone, and LinkedIn data when available.

What schools did Grant Gamble Cfp attend?

Grant Gamble Cfp holds Bba, Joint Major Business And Economics (Finance Emphasis) from Simon Fraser University.

What skills is Grant Gamble Cfp known for?

Grant Gamble Cfp is listed with skills including Wealth Management, Investments, Portfolio Management, Banking, Financial Services, Strategic Financial Planning, Wealth, and Financial Advisory.

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