Heather Whyte Email & Phone Number

Toronto, Canada Area

Responsible for ensuring that the branch is managed efficiently, effectively and for the implantation of Branch Manager directives, oversight of banking transactions and monitor branch summary of revenue and expenses. Accountable for the hiring, training, supervision and performance management of all non-commissioned branch support staff (14 direct reports), support the Branch Manager in cultivating a performance oriented culture in the branch. Consistent demonstration of high levels of… Show more Responsible for ensuring that the branch is managed efficiently, effectively and for the implantation of Branch Manager directives, oversight of banking transactions and monitor branch summary of revenue and expenses. Accountable for the hiring, training, supervision and performance management of all non-commissioned branch support staff (14 direct reports), support the Branch Manager in cultivating a performance oriented culture in the branch. Consistent demonstration of high levels of internal and external client service, enter buy/sell orders when required, adhere to compliance and audit requirements. Show less

Toronto

As a member of the Training & Development (Advisor Services) department, served as the main point of contact for all Investment Advisor (IA) teams and Branches across Canada, where my focus is providing timely support and resolution for any issues or queries that IA teams may have. Responsible for the system, application and policy/procedure training for all new support staff across the country, also tasked with the creation of training plans. Actively involved in the Advisor on-boarding and… Show more As a member of the Training & Development (Advisor Services) department, served as the main point of contact for all Investment Advisor (IA) teams and Branches across Canada, where my focus is providing timely support and resolution for any issues or queries that IA teams may have. Responsible for the system, application and policy/procedure training for all new support staff across the country, also tasked with the creation of training plans. Actively involved in the Advisor on-boarding and transition process of new business to the Firm.I am licensed as an Investment Representative (IR). Show less

Calgary, Canada Area

Employed as part of a five person discretionary investment management team. Responsible for client service, assessment and account maintenance, including management of client information database (Salesforce), preparation of client reporting and presentation materials, new client documentation, processing of client cheque/EFT/wire payment requests, and the management of portfolio fees. Tasked with monitoring asset allocation, account re-balancing, and drafting investment policy statements… Show more Employed as part of a five person discretionary investment management team. Responsible for client service, assessment and account maintenance, including management of client information database (Salesforce), preparation of client reporting and presentation materials, new client documentation, processing of client cheque/EFT/wire payment requests, and the management of portfolio fees. Tasked with monitoring asset allocation, account re-balancing, and drafting investment policy statements. Managed and tracked the finances, budget, and all expenses relating to the team. Strong knowledge of securities industry systems such as Dataphile, FundCom, MorningStar, StockCharts, Bloomberg, and PureFees. Show less

Toronto, Canada Area

Provided front line, first-point-of-contact sales and product support for BMO Nesbitt Burns investment advisors (IAs) across the country, and was also the main contact for BMO’s national business development team, wealth management consultants, product development & management teams. Played a key role in the training, development and deployment of new product initiatives and enhancements. Responsible for pricing analysis, approving exceptions, and preparing requests for proposals for… Show more Provided front line, first-point-of-contact sales and product support for BMO Nesbitt Burns investment advisors (IAs) across the country, and was also the main contact for BMO’s national business development team, wealth management consultants, product development & management teams. Played a key role in the training, development and deployment of new product initiatives and enhancements. Responsible for pricing analysis, approving exceptions, and preparing requests for proposals for institutional and high net worth clients. Organized and hosted business development initiatives/functions, IA training, client events, conference calls. Liaised with external & internal money managers to organize seminars, marketing efforts, due diligence events, new manager road shows. Show less

Toronto, Canada Area

Provided sales support and full client service for a team of Investment Advisors. Services included development and maintenance of client relationships, the investigation and resolution of client inquiries, cash management, and the coordination with back office, mutual fund companies, and third party providers. Responsible for reactive trade execution (GIC's, fixed income, mutual funds, equities and options).

Oakville, Ontario, Canada

Engaged as a member of a four person wealth management advisory team, working directly with the Branch Manager. Involved with developing client relationships, documentation preparation, scheduling of client appointments, and client follow-up.