Supporting all distribution channels for various business partners within Advisory Network relating to Data Analysis. Drive Advisor Productivity by reporting on incentives, tools launched, advisor production, initiatives etc. Complete complex analysis of distribution channels, product sales and mix, assets under management and compensation to help determine where opportunities exist and make recommendations that can be measured accordingly.

• Weekly, Monthly and Quarterly sales reporting and analysis.• Completing annual budgets for National Accounts, Managed General Agencies and Wealth and Insurance Solutions Enterprise.• Maintaining and updating the advisory network reporting hubs for NA, MGA and WISE. Reports included monitoring sales, assets under management, notional commissions and performance metrics. • Completing Ad-hoc reports authored in Cognos 11 to support various business partners. • Investigating sales… Show more • Weekly, Monthly and Quarterly sales reporting and analysis.• Completing annual budgets for National Accounts, Managed General Agencies and Wealth and Insurance Solutions Enterprise.• Maintaining and updating the advisory network reporting hubs for NA, MGA and WISE. Reports included monitoring sales, assets under management, notional commissions and performance metrics. • Completing Ad-hoc reports authored in Cognos 11 to support various business partners. • Investigating sales discrepancies and completing manual adjustments when required. Show less

• Collecting, analyzing and presenting data for individual audits and integrity control tasks. • Preparing reports regarding individual performance, compliance, system security, and due diligence requirements applicable to Wealth Management.• Working closely with Admin Managers and Trainers regarding audit results and integrity control reports.• Analyzing business processes and comparing them to individual performance. Providing insight by identifying areas of improvement and… Show more • Collecting, analyzing and presenting data for individual audits and integrity control tasks. • Preparing reports regarding individual performance, compliance, system security, and due diligence requirements applicable to Wealth Management.• Working closely with Admin Managers and Trainers regarding audit results and integrity control reports.• Analyzing business processes and comparing them to individual performance. Providing insight by identifying areas of improvement and recommending process changes to better meet the high standards we have for our customers. • Liaising with internal and external audit to ensure adequate controls are in place and operating effectively. Show less

• Corresponding with financial advisors to ensure client’s applications are in good order and accurate. All applications/paperwork must follow legal parameters• Helping team members with complex and day to day questions, as the team looked to me as a resource.• Working well in a team setting, helping other members when busier times of the year are upon us (RRSP season especially from January – April).• Learning multiple investment programs to perform my day to day tasks across… Show more • Corresponding with financial advisors to ensure client’s applications are in good order and accurate. All applications/paperwork must follow legal parameters• Helping team members with complex and day to day questions, as the team looked to me as a resource.• Working well in a team setting, helping other members when busier times of the year are upon us (RRSP season especially from January – April).• Learning multiple investment programs to perform my day to day tasks across various lines of business throughout the company (ex: SAS, Vantage, Investment Centre and GWL mainframe) Show less

• Auditing complex financial transactions for London Life individual savings products in French and English and ensuring compliance. • Becoming aware of business functions and the importance of quality assurance and performance management within these functions.