Johnathan Ciliberto Email & Phone Number

Advisor Hunt is for Financial Advisors. We hunt for established advisors seeking to maximize their career wealth.Our mission is to grow advisor wealth by providing access to and facilitating value-creating partnerships and deals. > For established Financial Advisors > Advisor and book transitions > Maximize career wealth > Discrete processes > Across CanadaWe work from several locations across Canada, with all of our Consultants attached to our head office in the Old Port of Montreal.Be Deliberate.

Kitchener, Ontario, Canada

Monteal, Qc

• Responsible for business and territory development, new client acquisition, and outside sales • Provide financial planning advice, with an emphasis on tax efficient investment planning to high net worth individuals, and businesses including retirement and succession planning • Leveraged partners and maintained relationships with numerous professionals such as lawyers, tax specialists, accountants, mortgage brokers, notaries, actuaries at an arm’s length basis • Prepared and presented financial plans and investment reviews to help clients better understand their financial situation • Portfolio Management; designed, recommended, and implemented investment policies and performed regular portfolio monitoring and reviewing to verify performance• Consistently overachieve sales mandate and recipient of RBC’s 2016 National Top Performer prize.

Montreal, Qc

• Developed and implemented targets and a tactical plan for market development and client acquisition • Organized events centered on client acquisition, network appreciation and product promotion • Execute tactics including cold calling, shoe leather marketing, and networking • Responsible for conducting credit due diligence and risk assessment • Provided strong customer service leadership to resolve conflicts which resulted in client retention and renewal

Montreal, Canada Area

• Assisted in maintaining client relationships. • Contributed to the acquisition of new wealth management clients.• Organize client events centered on client acquisition.

Bachelor Of Commerce (Bcom), Human Resources Management And Services

John Molson School on Business

Iqpf, Financial Planning And Services

Licensed Financial planner

International Baccalaureate, Business And Commerce, International Business/Trade/Commerce

Canadian Securities Course (Csc®)