Jason Cohen Email & Phone Number

Toronto

Helping our clients by building and reviewing financial plans. Assisting Senior advisor with investment research and recommendations. Assisting clients with estate planning and risk management through insurance products. Onboarding clients and ensuring documentation is in good order. Ensuring account transfers are completed thoroughly and efficiently. Answering client inquiries. Executing client trades as needed.

Toronto, Ontario, Canada

I specialize in helping financial advisors to streamline their business to make more money and free up their time. With over 18 years experience in the financial services field, I use my expertise to guide advisors to build sales and make their practices more efficient.

Toronto, Canada Area

Advised clients on their insurance and investment needs. I helped clients to protect their income and lifestyle in case they couldn't work due to illness or injury. Used creative prospecting and promotion to talk to prospective clients and set meetings. Created my own discovery process to ensure I understood all areas of the clients financial lives. Was consistently in the top 10 in sales and FYC for advisors under 1 year for the region.

Toronto, Ontario, Canada

Worked with clients in all areas of financial planning including budgeting, investment management, goal setting and risk management. Worked with a large advisory team with assets of over $150M. Helped the senior advisors with meeting prep, investment research and analysis, portfolio rebalancing and fee reduction.

Greater Toronto Area, Canada

Consultant working with advisors through MGA channel to help advisors build their business. Used creative strategies to understand advisors and their clients. Used tools and handouts to help promote the Equitable brand. Conducted seminars on topics including: Positioning Segs Funds for your insurance clients and behavioral finance. Hosted annual advisor road shows. Exceeded targets for number of new advisors in first year.

Help financial advisors to build sales.Offer advice and insight in financial markets, funds and macro economicsHelped deliver custom proposals to position Standard Life ProductsDelivered presentations to new and experienced advisors on concepts and productsContacted New advisors to introduce Standard Life Products and concepts

Toronto

Helped manage a 30M block of businessAided in conducting client seminarsBooked meetings and scheduling for senior advisorCreated custom investment proposals to help drive business

3174 Yonge Street

Branch Financial Advisor. Advised bank customers on investments and day to day banking. Secured mortgages and loans for clients, Handled a book of over 200 clients as well as day to day business.

Toronto, Ontario

Helped clients by offering advice and insight in financial and estate planningUsed creative process to drive business through marketing and direct contactConducted client based seminarsWorked with centres of influence (Lawyers, accountants, Mortgage brokers, P&C brokers) to create mutual business

Associates Degree, Broadcast Journalism

Broadcast Journalism

Diploma, Business Administration

Business Administration

Education record