Jad Hilal, Mba Cim Email & Phone Number

Montreal, Canada Area

Achieve all wealth sales and retention targets, for all products (mutual funds, segregated funds, payout annuities) across all distribution channels by developing and managing various forms of sales promotionExpand and prospect for new advisor relationshipsEffective execution of sales campaignsDevelop and deliver promotional and educational supportCreate.

Montreal, Canada Area

• Investment Wholesaler - Standard Life
• Create, develop and leverage relationships with financial advisors and centers of influence in a pre-determined geographical territory
• Promote the full array of investment options and solutions offered – Mutual funds, Alternative funds, Segregated funds, Term Funds and Annuities, various sales concepts and best practices
• Continuous monitoring of the competition’s products
• Promote and deliver Standard Life’s Business Consultancy value-added program

Montreal, Canada Area

• Create, develop and leverage relationships with financial advisors and centers of influence in a pre-determined geographical territory mainly over the phone
• Promote the full array of investment options and solutions offered – Mutual funds, Segregated funds, Term Funds and Annuities, various sales concepts and best practices – through phone meetings, face-to-face meetings.
• Become a precious resource and business partner to clients and colleagues
• Reach sales and activity targets, using an optimal mix of phone, in-person and group meetings
• Work closely and efficiently with the senior wholesaler

• In charge of a team of 14 Financial Service Representatives, Personal and Small Business
• Weekly and monthly coaching & activity planning for all representatives
• Preparation and presentation of weekly, monthly, quarterly and yearly sales meetings
• Responsible for training and perfecting the sales force
• Creation and implementation of incentives to promote desired sales tactics and behaviors
• Use all available resources and partners from different lines of business to increase knowledge, productivity and client satisfaction

Montreal, Canada Area

• In charge of a CIBC branch and its daily operation
• Sales, service, customer service, risk management.
• Manage, verify and forecast cash reserves
• Coach and negotiate pricing guidelines to control profitability
• Compliance administrator - Mutual fund transactions

Montreal, Canada Area

• Loans, Lines of credit, Mortgages
• Investments and retirement plans
• Proactively solicit existing clientele to discover opportunities for sales, referrals and discussion
• Use all available resources and partners to ensure an incredible client experience

Montreal, Canada Area

Master Of Business Administration (Mba), Financial Services

Education record

Education record

Dec, Pure & Applied Sciences

Des