Grant Lycouretzos Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Working in partnership with Regional Sales Director to prospect and maintain business relationships with brokers, planners and financial advisorsDriving attendance to events and new promotions through outbound calling and proactive outreach over emailUse knowledge of current marketplace to identify investment trends that fit advisors’ uncovered needsCounseling advisors in strategic approaches to meet clients’ needs and ensure business developmentConsistently meeting quarterly… Show more Working in partnership with Regional Sales Director to prospect and maintain business relationships with brokers, planners and financial advisorsDriving attendance to events and new promotions through outbound calling and proactive outreach over emailUse knowledge of current marketplace to identify investment trends that fit advisors’ uncovered needsCounseling advisors in strategic approaches to meet clients’ needs and ensure business developmentConsistently meeting quarterly outbound contact targets, meeting bookings and gross/net salesAccepted into Desjardins Investments 2023 Wholesaler Development Class Show less

Toronto, Ontario, Canada

Assisted in the business development efforts of five wholesaling teamsGenerated investment proposals, portfolio and product comparisons, prospect listsFacilitated access to advisors and branches within defined sales territories working closely with Regional Sales Consultants and Directors to ensure all advisors are being coveredAssisted wholesaling teams in strengthening relationships with advisors through business promotion activities, including organizing events and aiding in… Show more Assisted in the business development efforts of five wholesaling teamsGenerated investment proposals, portfolio and product comparisons, prospect listsFacilitated access to advisors and branches within defined sales territories working closely with Regional Sales Consultants and Directors to ensure all advisors are being coveredAssisted wholesaling teams in strengthening relationships with advisors through business promotion activities, including organizing events and aiding in their marketing Show less

Toronto, Ontario, Canada

Created and managed firm’s annual budgetPrepared various reports monthly including cash flow statements and statement of financial positionCalculated and charged client account fees monthly, according to their fee structureManaged and paid firm’s invoices, employees based on respective compensation structures

Toronto, Ontario, Canada

Coordinated growth campaign targeting advisors to buy their books, resulting in $220M AUM transferred-inNew employee onboarding, with responsibilities including writing biographies, setting up various login credentials and updating firm’s webpageCreation of various firm brochures for employees, clients and prospectsManaged firm and CEO’s social media profiles, identifying and regularly publishing relevant contentDirected writing and distribution of press releases, blogs… Show more Coordinated growth campaign targeting advisors to buy their books, resulting in $220M AUM transferred-inNew employee onboarding, with responsibilities including writing biographies, setting up various login credentials and updating firm’s webpageCreation of various firm brochures for employees, clients and prospectsManaged firm and CEO’s social media profiles, identifying and regularly publishing relevant contentDirected writing and distribution of press releases, blogs, newsletters Show less

Toronto, Ontario, Canada

Managed several email accounts, providing initial contact and support for ongoing email campaignsCreated databases of potential advisors and clients to be used for email campaigns Wrote and distributed press releases, blogs and monthly client newslettersScheduled calls, meetings, follow-ups and reminders for CEO and Portfolio Managers with new prospects

Toronto, Canada Area

Met with customers and prospects to understand their financial objectives and needsEvaluated information and provided personalized advice regarding appropriate day-to-day banking, lending and investment servicesOpened chequing, savings and investment accounts for customersCoordinated portfolio reviews with clients to regularly evaluate an investment’s performance toward achieving documented long-term financial goalsMentored new Customer Service Representatives, helping them… Show more Met with customers and prospects to understand their financial objectives and needsEvaluated information and provided personalized advice regarding appropriate day-to-day banking, lending and investment servicesOpened chequing, savings and investment accounts for customersCoordinated portfolio reviews with clients to regularly evaluate an investment’s performance toward achieving documented long-term financial goalsMentored new Customer Service Representatives, helping them surpass their quarterly goals while training them to identify referralsResponsible for opening and closing of the branch Show less

Toronto, Ontario, Canada

Completed financial transactions in an accurate and efficient mannerSurpassed goals each quarter by suggesting fitting products and services, referring clients to Financial AdvisorsManaged and resolved customer conflicts effectivelyEducated customers on emerging digital banking trendsResponsible for opening and closing of the branch

Bachelor’S Degree, Financial Economics, Management Studies Minor

High School Diploma, Honours Certificate Of Bilingual Studies In French Immersion