James Joseph Hickman, Cfp®, Cim® Email & Phone Number

Ottawa, ON, CA

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

Ottawa, Canada Area

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.

Ottawa, Canada Area

-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.

Ottawa, Canada Area

-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.

Ottawa, Canada Area

-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.

* 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

3 Year Diploma, Business Administration, Financial Services Major

B.A. Honours, Law, Concentration Business Law, Minor Psychology

High School