• Prise en charge intérimaire, chez Beneva, d’une équipe de 23 conseillers (chevronnés et novices) avec comme mandant la croissance de vente en assurance pour les uns, et en placements pour les autres.• Après observations, élaboration de stratégies de coaching individuels et collectifs menant à des résultats motivants: un esprit d’équipe, une reprise de confiance en soi des conseillers et une croissance d’activités et des ventes.• Accompagnement des conseillers sur le terrain, pour… Show more • Prise en charge intérimaire, chez Beneva, d’une équipe de 23 conseillers (chevronnés et novices) avec comme mandant la croissance de vente en assurance pour les uns, et en placements pour les autres.• Après observations, élaboration de stratégies de coaching individuels et collectifs menant à des résultats motivants: un esprit d’équipe, une reprise de confiance en soi des conseillers et une croissance d’activités et des ventes.• Accompagnement des conseillers sur le terrain, pour résolution des cas complexes et conservations de clients, des stratégies de ventes en assurance et placements, retraite ou successions.• Développement chez La Capitale (LCSF), après intégration de mon rôle, d’une nouvelle stratégie pro-active de préparation visée sur la rétention de conseillers – un plan d'activites de prospection actif et constant, la vision d'etrepreneur et le développement d’affaires. • Responsable de rebâtir l’équipe de ventes pour LCSF à Québec, partant d’aucun conseiller. Après six mois dans le poste: un pipeline actif avec un potentiel de cinq conseillers – dépassement les cibles et objectifs de 2023.• Développement de stratégies de Recrutement des conseillers sur le terrain, par réseautage et référencement et media-sociaux et autres stratégies cibles.• Toujours ouvert à l’apprentissage des produits, processus et la formation des conseillers. Proposition d’autres astuces en complément pour leur développement professionnel. Show less

• Build wealth management strategies based on unique goals and objectives for each client • Assets planning, focus on retirement, protection, long-term and short-term personal/family milestones • Estate planning for businesses and High Net Worth clients, building strategies to defer or reduce taxes using various financial resources• Portfolio reviews to regularly evaluate investment performance toward achieving documented long-term financial goals, while ensuring proper… Show more • Build wealth management strategies based on unique goals and objectives for each client • Assets planning, focus on retirement, protection, long-term and short-term personal/family milestones • Estate planning for businesses and High Net Worth clients, building strategies to defer or reduce taxes using various financial resources• Portfolio reviews to regularly evaluate investment performance toward achieving documented long-term financial goals, while ensuring proper protection/insurance plan is in place• Manage 500+ households, while generating new business using a personal and virtual approach• Master business increase after block acquisitions, by gaining clients’ trust through full disclosure, ethical approach, and a client centered philosophy• Present seminars on Investment and Financial strategies, Group Retirement workplace, and Financial literacy to prospective clients and various audiences• Managed a team of five, maintained proper business service & continuity, collaborated with two administrative assistants, an associate advisor, a junior advisor, and internal/external business partners • Annual goal driven business planning using quantitative and qualitative measures, operation budget, business projection, marketing, service strategies, etc. Show less

• Enhanced candidates' potential to find employment by teaching job search skills and holding mock interviews• Interviewed clients and administered skill assessments to determine employability• Recognized client employment barriers and devised strategies to resolve• Matched clients to open positions based on skills and work requirements• Managed large caseloads and placed ten clients per month in search of gainful employment• Developed job leads in order to increase… Show more • Enhanced candidates' potential to find employment by teaching job search skills and holding mock interviews• Interviewed clients and administered skill assessments to determine employability• Recognized client employment barriers and devised strategies to resolve• Matched clients to open positions based on skills and work requirements• Managed large caseloads and placed ten clients per month in search of gainful employment• Developed job leads in order to increase placements• Marketed individual skills, abilities and interests to develop potential employment opportunities and secure employment• Developed relationships with diverse businesses to create competitive and permanent job opportunities for consumers Show less

•Group Retirement Services: Answered calls, emails and faxes daily addressing customer Group Retirement inquiries, solving problems and providing account information•Long Term Care Insurance: Helped opening and regular account maintenance of client, responded and proceeded with administrative inquiries, played key role of service recovery ensuring irate clients are satisfied and retained•Group Disability Payment Specialist: Received disability claim inquiries, worked with adjudicators… Show more •Group Retirement Services: Answered calls, emails and faxes daily addressing customer Group Retirement inquiries, solving problems and providing account information•Long Term Care Insurance: Helped opening and regular account maintenance of client, responded and proceeded with administrative inquiries, played key role of service recovery ensuring irate clients are satisfied and retained•Group Disability Payment Specialist: Received disability claim inquiries, worked with adjudicators team and proceeded with payments calculations and inquiries after approval•Group Client Administrator: worked closely with plan sponsors/administrators ensuring proper set up, engaged other parties such as group underwriters and client relationship managers in the set-up process•Contract Writer: Very detailed oriented, building Group Plan text or booklet, ensuring plan provisions are well illustrated and taking consideration of both federal and provincial legislations Show less