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.

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.

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.

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.

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.

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.