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Experienced marketing professional specializing in the financial services industry. Managed and developed marketing initiatives for a wide range of consumer marketing programs to drive sales of segregated funds, mutual funds, debt offerings. Working knowledge of the Canadian wealth management and financial planning markets. Ability to deliver innovative sales and marketing solutions and apply new and unique approaches with clear business impact. Strong ability to lead cross-functional teams by establishing a common purpose and enabling team members to deliver marketing programs with excellence. Specialties: * Project Management* Wealth Management Product Marketing* Product Sales & Marketing * Financial Services/Planning * Individual Distribution & Marketing* Accounting & Business Marketing* Group Retirement Services Knowledge* Strong Communication Skills
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Manager Wealth MarketingCanada Life Sep 2020 - PresentToronto, Ontario, Ca -
Associate Marketing ManagerCanada Life Jan 2014 - Sep 2020Toronto, Ontario, CaDeveloped mid-market consumer insights and created impactful wealth management marketing programs for Great-West Life, London Life, Canada Life and Quadrus Investment Services with the Individual Distribution and Marketing team. Created and implement a wide range of consumer marketing programs (leveraging consumer-facing products, tools, services, etc.) to drive sales of segregated funds, mutual funds. Provide direction and feedback to Wealth Management on behalf of Individual Distribution & Marketing regarding product design, tools and services.
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Product Marketing SpecialistCanada Life Aug 2011 - Dec 2014Toronto, Ontario, CaDevelop and execute marketing initiatives in accordance with Wealth Management Product Sales & Marketing strategies. Collaborate with Marketing Delivery personnel to promote investment products and services for multiple brands across the Great West Life. Manage and participate in the development and execution of marketing initiatives and act as the subject matter expert on the needs of clients in the wealth accumulation consumer mid-market. Provide content for and ensure accuracy and relevance of consumer materials and general communications to various distribution groups -- including Freedom 55 Financial, Gold Key and Canada Life. Assist Wealth Management leaders and staff understand consumer markets and segments,distribution channel levers, preferences and requirements.
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Group Retirement Services RepresentativeCanada Life Jan 2009 - Aug 2011Toronto, Ontario, CaResponsible for providing assistance and completing transactions for members of Group Retirement Plans and provide assistance with retirement planning strategies. Helping clients with inquiries concerning general, and specific account information. Using my experience and knowledge to answer questions, resolve problems, and educate clients on a variety of retirement plan issues. Ability to assist with member re-enrolment calls and enrolment of clients, as well as maintenance of employee/member enrolment data
Greg Davidson Education Details
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Ubc Sauder School Of BusinessAward Of Achievement In Digital Analytics -
Fanshawe CollegeAccounting And Business Marketing
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Ivey Business School At Western UniversityUnderstanding Your Customer Program
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Csi Global Education Inc.Canadian Securities Institute Course
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Loma CanadaPrincipals In Financial Services
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Loma CanadaPersonal Financial Planning
Frequently Asked Questions about Greg Davidson
What company does Greg Davidson work for?
Greg Davidson works for Canada Life
What is Greg Davidson's role at the current company?
Greg Davidson's current role is Manager Wealth Marketing at Canada Life.
What is Greg Davidson's email address?
Greg Davidson's email address is gr****@****ife.com
What is Greg Davidson's direct phone number?
Greg Davidson's direct phone number is 1-877-566*****
What schools did Greg Davidson attend?
Greg Davidson attended Ubc Sauder School Of Business, Fanshawe College, Ivey Business School At Western University, Csi Global Education Inc., Loma Canada, Loma Canada.
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