As an Investment Specialist at Scotiabank I work closely with a portfolio of clients that I provide investment advice to based on an ongoing financial plan. I enjoy my role because it gives me the opportunity to really get to know my clients and their families. Most of my clients lead busy and hectic lives so being able to meet with them when and where it is most convenient for them is an added level of service that I am grateful to be able to provide.

-Maintain and develop a portfolio of clients, meeting with them regularly to discuss their investments and life changes.-Develop financial plans for clients through in depth conversations about there current situation and future goals-Maintain relationships with existing clients through calls, emails and regular appointments-Generate new business through call outs, emails and other marketing initiatives-Proactively contact clients to promote various investment solutions-Coach CSRs and FSMs to identify different opportunities and thereby increase referrals-Prepare Morningstar Portfolio reports for client meetings-When appropriate refer business to BMO partners such as BMO Nesbitt Burns, BMO Harris Private Bank, Investorline and others.

-Assist Financial Planner by preparing forms, regularly contacting portfolio clients, tracking sales and taking overflow appointments-Maintain relationships with existing clients through calls, emails and regular appointments-Generate new business through call outs, emails and other marketing initiatives-Proactively contact clients to promote various investment solutions-Coach CSRs and FSMs to identify different opportunities and thereby increase referrals-Prepare Morningstar Portfolio reports for client meetings-Generate workable financial plans using NaviPlan software to help clients prepare for various future events-Refer business to BMO partners

-Acquire and maintain lasting relationships with clients-Proactively promote a wide range credit solutions to meet client's needs including lines of credits, secured lines of credits, mortgages and personal loans.-Generate new sales leads while at the same time retaining existing customers-Work with clients to develop a workable financial plan that suits their individual needs-Advise clients in the construction and maintenance of their investment portfolios-Manage an assigned book of business while at the same time developing new relationships through call lists and walk-in clients-Help to manage and coach front line in an effort to develop their ability to spot opportunities to cross-sell financial products

* Placed trades for clients on various North American exchanges * Provided market information and news to clients * Provided solutions to customer needs regarding their accounts * Solicited business from both new and existing customers