Jamie Mclean

Jamie Mclean Email and Phone Number

Managing Partner @ Rockmoor Wealth Management
Delta, BC, CA
Jamie Mclean's Location
Delta, British Columbia, Canada, Canada
Jamie Mclean's Contact Details

Jamie Mclean work email

Jamie Mclean personal email

n/a
About Jamie Mclean

Every client has a unique situation. With over 18 years of experience in the financial services industry, Jamie prides himself in working closely with his clients to help achieve their financial goals with tailored solutions and ongoing support.

Jamie Mclean's Current Company Details
Rockmoor Wealth Management

Rockmoor Wealth Management

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Managing Partner
Delta, BC, CA
Website:
rockmoorwealth.com
Employees:
7
Jamie Mclean Work Experience Details
  • Rockmoor Wealth Management
    Managing Partner
    Rockmoor Wealth Management
    Delta, Bc, Ca
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  • Manulife Securities
    Investment Fund Advisor
    Manulife Securities Aug 2020 - Present
    British Columbia, Canada
    Strive Wealth Management is a trade name used to carry on business related to life insurance and mutual fund products. Mutual fund products are sold through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.
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  • Strive Wealth Management
    Life Insurance Advisor
    Strive Wealth Management Jul 2021 - Present
    British Columbia, Canada
  • Scotiabank
    Investment Specialist & Financial Planner
    Scotiabank Jan 2018 - Aug 2020
    Surrey/Delta
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  • Bmo Financial Group
    Financial Planner
    Bmo Financial Group Jan 2014 - Jan 2018
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  • Bmo Financial Group
    Branch Manager
    Bmo Financial Group 2009 - 2014
    As a Branch Manager my main responsibilities include:• Developing & implementing initiatives to grow balances, revenue and customer service scores. • Coaching sales & service staff and implementing performance measures. • Coordinating the collaboration of partners within the branch & area. • Maintain a network in the community to enhance company visibility and build a strong referral sources.• Providing solutions for customer complaints and escalations.
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  • Bmo Financial Group
    Area Manager In Store Banking
    Bmo Financial Group 2007 - 2009
    As an Area Manager In Store Banking my main responsibilities included:• Oversee 15 In Store branches in the Fraser Valley and BC Interior areas.• Developed & implemented initiatives to grow balances and revenue.• Coached managers and implemented performance measures.• Collaborated with the internal & external partners to grow business• Provided solutions for customer escalations.
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  • Bmo Financial Group
    Branch Manager In Store Banking
    Bmo Financial Group 2006 - 2007
    As a Branch Manager In Store Banking my main responsibilities include:• Developing & implementing initiatives to grow balances, revenue and customer service scores. • Coaching sales staff and implementing performance measures. • Coordinating the collaboration of partners within the branch & area. • Maintain a network in the community to enhance company visibility and build a strong referral sources.• Providing solutions for customer complaints and escalations.
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  • Bmo Financial Group
    Financial Service Manager
    Bmo Financial Group 2004 - 2006
    As a Financial Service Manager my main responsibilities included:• Exceeding personal sales targets in all lines of business. • Identifying customer banking needs & providing tailored solutions that included everyday banking, investments, loans & mortgages. • Collaborating and creating referral networks with partners and specialized sales teams. • Building lasting customer relationships.
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Jamie Mclean Skills

Investment Advisory Wealth Management Financial Planning Retirement Planning Mutual Funds Investments Portfolio Management Financial Analysis Banking Relationship Management Risk Management Financial Services Mortgage Lending Loans Retail Banking Consumer Lending Credit Lines Of Credit Residential Mortgages Credit Analysis Small Business Lending Credit Risk Sports Branch Management Branch Banking Refinance Cross Selling Mortgage Banking Credit Cards Nutrition Finance Management Customer Service Personal Financial Planning

Frequently Asked Questions about Jamie Mclean

What company does Jamie Mclean work for?

Jamie Mclean works for Rockmoor Wealth Management

What is Jamie Mclean's role at the current company?

Jamie Mclean's current role is Managing Partner.

What is Jamie Mclean's email address?

Jamie Mclean's email address is ja****@****bmo.com

What skills is Jamie Mclean known for?

Jamie Mclean has skills like Investment Advisory, Wealth Management, Financial Planning, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Analysis, Banking, Relationship Management, Risk Management, Financial Services.

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