Gurpreet Mann Email and Phone Number

I have the responsibility to support shifts in branch behaviour based on firm priorities and includes driving the adoption and integration of goal-based advice, its tools, and resources to help clients meet their financial goals:•Lead the adoption and integration of the firm's formal advice and guidance through the increased application of goals-based advice, and its planning tools to help meet clients' financial goals.• Proactively perform gap analyses, review all considerations, and… Show more I have the responsibility to support shifts in branch behaviour based on firm priorities and includes driving the adoption and integration of goal-based advice, its tools, and resources to help clients meet their financial goals:•Lead the adoption and integration of the firm's formal advice and guidance through the increased application of goals-based advice, and its planning tools to help meet clients' financial goals.• Proactively perform gap analyses, review all considerations, and make recommendations to resolve and lead the design/execution of filling the gaps to help our clients meet their goals• Gather, understand, and influence prioritization of insights from branch teams about the training, performance support, integration, and/or application knowledge they need to increase adoption and usage of a comprehensive solution.• Ensure the communication and application of timely opportunities and risks to branch teams as they relate to the client needs and impact on different groups of clients.• Identify and assess risks, issues, and opportunities with impacts for stakeholders related to other changes underway.• Effectively execute stakeholder and sponsorship management and communication throughout the life of a project, which requires influencing stakeholders and senior leaders across the firm• As a key stakeholder, gather and share insights within the firm and externally (regulatory, industry) to increase our collective knowledge, efficiency, and effectiveness to optimize the delivery of comprehensive solutions to our branch teams.• Serve as a thought leader on enhancements and improvements to the GBA systems and workflow tools.• Balance the demands of multiple complex projects simultaneously, with a high degree of visibility and urgency, often with overlapping timeframes and spanning multiple areas across the firm/division• Responsible for leading others on functional or virtual (cross-divisional) teams, including coaching and mentoring Show less

‣Performance & Accountability leader for 5 regions across Canada, including Quebec‣ Strategic Consultant to the performance leadership team to help influence, build, execute businessplan strategies‣ Gained leadership development and coaching to performance experience‣ Cross-collaboration through various high performance teams and project work‣ Project management: responsible for the direction, coordination, implementation, execution, controland completion of projects… Show more ‣Performance & Accountability leader for 5 regions across Canada, including Quebec‣ Strategic Consultant to the performance leadership team to help influence, build, execute businessplan strategies‣ Gained leadership development and coaching to performance experience‣ Cross-collaboration through various high performance teams and project work‣ Project management: responsible for the direction, coordination, implementation, execution, controland completion of projects, while remaining aligned with strategy, commitments and goals of theorganization.‣ Evaluate new FA needs and opportunities based on his/her unique situation to provide tailoredbusiness plan development coaching through a human-centred lens‣ For new FAs, acted as their informal leader: Operate as a one-point-of-contact for FAs includingdeveloping business strategies tailored to them, equipping them with resources to execute, and ultimately holding them accountable through the Performance Improvement Process and termination of employment if applicable‣ For veteran FAs and branch teams, this role helps takes their business to the next level by uncovering their vision, developing specific business plan strategies, and supporting their execution‣ Support leadership and business development programs, classes, and courses‣ Able to influence and provide development support to FAs which has a direct correlation to theirconfidence, engagement, and overall performance‣ Communicate performance expectations or requirements and monitor, and evaluate theirperformance‣ Gather, elicit, and synthesize all relevant data about the individual FA and the region such as theirunique situation (branch vision and goals, prior experience, office/asset situation, branchdiagnostics)‣ Work with the FA to co-create a business plan that focuses the FA on the best strategies to meet Show less

‣ Very strong performance in the hiring and sourcing of “experienced financial advisors” which impacts firm revenue directly; brought in 47 million AUC cumulatively from competitor firms resulting in gross commission of 1% (about $470k in annual recurring revenue)‣ Exceeded performance expectations for hiring and achieving contracts‣ Established strong relationships with the regions to help increase referrals and create strategicpartnerships‣ Led EP/EFA hiring by creating and… Show more ‣ Very strong performance in the hiring and sourcing of “experienced financial advisors” which impacts firm revenue directly; brought in 47 million AUC cumulatively from competitor firms resulting in gross commission of 1% (about $470k in annual recurring revenue)‣ Exceeded performance expectations for hiring and achieving contracts‣ Established strong relationships with the regions to help increase referrals and create strategicpartnerships‣ Led EP/EFA hiring by creating and facilitating learning sessions across Canada‣ Sourced financial advisor candidates through LinkedIn, cold calling experience advisors, Indeed,Jobboom, Jobillico‣ In-depth knowledge of recruiting and hiring processes and sourcing knowledge‣ Advanced knowledge of competency based selection‣ Proven ability to develop and implement new business strategies to support the changing marketconditions and future firm growth‣ Experience with ATS and CMS‣ Develop and execute a business plan in partnership with the regional leaders and recruiting leaders‣ Helped talent acquisition manager and in sourcing and selection‣ Participation in the formulation and extension of employment offers for industry candidates‣ Work collaboratively with various recruiting teams across Canada, internal areas of the firm, andfinancial advisors throughout the region‣ Supported Quebec, hired bilingual candidates‣ Deliver FA recruiting messages and competitive knowledge to Regional leadership teams, homeoffice associates to gain support of the firm’s growth message Show less

‣ Consistently exceeded performance expectations, above 110%‣ Level Leader in the leadership team within 4 months of Can-Sell date‣ Women Inclusion Specialist in the region, attended and hosted various recruiting events‣ Selected to be guest speaker on the CARMA call multiple times‣ Selected by the RL to be part of BLC program (Building Leadership Capacity)‣ Worked closely with the recruiting team to help make calls to potential candidates‣ Provided feedback to the… Show more ‣ Consistently exceeded performance expectations, above 110%‣ Level Leader in the leadership team within 4 months of Can-Sell date‣ Women Inclusion Specialist in the region, attended and hosted various recruiting events‣ Selected to be guest speaker on the CARMA call multiple times‣ Selected by the RL to be part of BLC program (Building Leadership Capacity)‣ Worked closely with the recruiting team to help make calls to potential candidates‣ Provided feedback to the leadership team and regional leader on potential candidates‣ Knowledge and practical use of different EJ systems (contact tracking and Joneslink)‣ Quickly built strong referral relationships with accountants and lawyers in the area‣ Engaged with clients every day to understand their long and short term financial goals‣ Built client loyalty by providing an exceptional client experience resulting in referrals Show less

Started a successful wedding photography business after finishing universityIncreased sales revenue by over 250% within first 3 years of being in businessExpanded to newborn and maternity photographyManaged a small team of photographers Built a strong referral pipeline by providing the best client experience Responsible for marketing and advertising initiativesBuilt and designed website, company logo, brand and marketing initiatives in community

‣ Trading Associate‣ Provided service to U.S. clients while consistently exceeding sales targets by over 257%‣ Chosen to be in the management development program to help manage and buildcoaching skills‣ Led the associate engagement pillar and helped establish strong relationships with seniorleaders‣ LEAN - responsible for making timely independent and collaborative decision‣ Led huddles and manage team by presenting various sales dialogue models

‣ Customer Service Representative at a retail branch‣ Successfully paced above 250% of sales targets at all times‣ In-depth knowledge of maintaining positive customer relations‣ Hands-on experience in exercising discretion, judgment, and proposal about varioustransactions‣ Well versed in recognizing customers’ financial services requirements and needs

‣ Insurance Advice Specialist in Phone Channel‣ Handled incoming calls while selling Balance Protection insurance and other credit products‣ Quarter 1 Champion award winner within the first 3 months of being hired‣ Consistently met and exceeded sales targets by over 140%‣ Listened to customers, analyzed their needs and offered adapted solutions‣ Started coaching team and provided constructive call-shadowing feedback to peers

Edited resumes/cover letters by providing constructive feedback to help improve candidates’ writing and interview skillsInitiated and led interview workshops in a new and creative manner to attract more membersEvaluated performance and helped raise awareness about the services through effective marketing campaigns