- 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 understand their practice management and client experience processes and practices, and recommend and implement consulting / coaching… Show more - 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 understand their practice management and client experience processes and practices, and recommend and implement consulting / coaching programs and solutions.- Improved practice management helps the advisor to dramatically increase client experience, converts customers to advocates, uncover new assets/revenue, build and competitor-proof fiercely loyal clients, establish a steady stream of qualified referrals and run more efficient and profitable practices.If you’re a growth-minded Financial Advisor and / or a leader of a visionary financial advisory firm, or a regional / national financial institution, message me through LinkedIn now for more information about how Pareto Systems can help your individual practice or your firm’s financial advisors.Contact me at: 778.478.9969 or 1.866.593.8020 extension 1022email: grant@paretosystems.com Show less

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 coaching, training and recognition including performance measurement and reporting;- Investment Specialist recruitment.-… Show more 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 coaching, training and recognition including performance measurement and reporting;- Investment Specialist recruitment.- Developing short and medium term market strategies in support of strategic business objectives.- Leading the execution of sales management strategies and initiatives for the region.- Leading talent & people management initiatives and activities for the region.Additionally, Grant was the key liaison between Wealth Management, Scotia iTRADE and the Canadian Banking divisions, and contributes to the success of all businesses through profitable investment portfolio growth and revenue generation - leading collaboration & relationship building initiatives across the region. Show less

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 understands the importance of a well-integrated cross-operational strategy and providing visible and impactful collaborative leadership within the organization and across the credit union system.• 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 established executive who understands the importance of a well-integrated cross-operational strategy and providing visible and impactful collaborative leadership within the organization and across the credit union system.• Strategy and execution – Banking, Investments & Insurance• Disruptive innovator• Negotiation Skills• Coach and Mentor• Strong Collaborator• Accountable• High IntegrityLeader of the organization's wealth management investment and insurance operations. Successfully designed, executed, and evolved a disruptively innovative wealth growth strategy. Provided leadership and sales management to division regional managers and financial planning advisors. Accountable for achieving and exceeding operational objectives and financial results (sales, revenues, expenses, profitability, and consistent improvement of client loyalty and satisfaction) of the business.Instrumental in providing prescribed focus in building the financial wellness capability within the organization through on-going collaboration and defined training within retail branch, business banking, wealth leadership and staff. Reported to the senior leadership team, presented to the Board of Directors, and engaged with heads of wealth across the national CU system.• Oversaw wealth management assets under management acquisition and growth at an annual average rate of 20% over an eight-year period - growing assets under management from $170 million to over $725 million and quadrupling revenue growth.• Demonstrated that the wealth member experience strategy significantly improved banking member promotion and loyalty scores.• Crafted, communicated and implemented a wealth and banking client experience philosophy based on core financial planning principles. Show less

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.

• 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 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 / Personal Banker, recognized as the top lender and retail bank sales leader for 5 years.• Managed a lending and deposit portfolio of over $80 million and 1500 members. Show less

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.