Mikkel Hansen Email & Phone Number

Hamilton, Ontario, Canada

Greater Toronto Area, Canada

Senior leader of IGPWM Compliance in Ontario Region overseeing 17 Compliance Branch Managers that are responsible for 21 Regional Offices encompassing 842 registrants with 6.2 Billion in AUM. Inclusive of coaching and managing of supervisors and registrants, major responsibility also includes the redesign, implementation and introduction of the corporate.

Oakville, Ontario

Creating and preserving wealth for successful families and entrepreneurs.Managing one's own wealth and investment decisions can be stressful, time-consuming and confusing. This when paired with today’s economic realities and uncertainty of what is to come, can only further amplify emotions and create numerous inefficiencies. Our priority is to to help by.

Hamilton, Ontario, Canada

Communicated with clients regarding their financial goals, providing professional advice and addressing complex credit and investment needs. Collaborated with peer professionals in financial planning, retirement planning, mortgages, and business banking to ensure clients received customized and targeted recommendations.

Oakville/Burlington, Ontario, Canada

Managed full-service retail brokerage branch, including new business development, client service, operations, communications, HR management, and relationships with other bank branches. Managed client portfolios and monitored adherence to all government and corporate regulations, rules, policies, and guidelines.Management of Oakville and Burlington branches.

Toronto, Ontario, Canada

Managed operations throughout the region, ensuring that branch operations met their business objectives of profitability, market share, and NPS were achieved. Identified analyzed, and mitigated risk factors affecting applicable regulations and compliance.Key Accomplishments:Partnered with branch management to review and approve budget initiatives and.

Vancouver, British Columbia

Served as primary business unit compliance officer for BC division conducting regulatory oversight for the enterprise and representatives summarized by Tier 1 oversight, practice management coaching and compliance monitoring and testing. This role also included the execution of branch reviews across Canada and providing guidance to business partners on.

Courtenay, British Columbia, Canada

Generated Wealth Management sales within territory through Trust and Private Banking opportunities with prospective and existing clients, as well as referrals from external sources. Simultaneously managed the brokerage branch, including new business development, client service, operations, communications, and staffing.

Vancouver, British Columbia

Generated Wealth Management sales within territory through Trust and Private Banking opportunities with prospective and existing clients, as well as referrals from external sources. Simultaneously managed the brokerage branch, including new business development, client service, operations, communications, and staffing

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

Conducted proactive sales calls to expand business and increase market share, advised clients on products and services, and provided support to dealers and brokers on market and fund performance, as well as portfolio profiles, value-added programs, products, and corporate updates.

Bachelor Of Science - Global Resource Systems, International/Global Studies

Bachelor'S Degree, International Business/ Management

Bachelor'S Degree, Environmental Economics