Madeline Cann Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Collaborate with Fidelity Wealth team in build phase development of policies and procedures to deliver excellent client and advisor experience- Engage with compliance and legal departments to ensure regulatory (CIRO) and legal requirements are met- Assist in development of client onboarding forms, working with data privacy team to appropriately manage client PII- Work with Advisor to onboard Pilot Program Clients - Act as product owner on the technology scrum team developing CRM and associated tools

Toronto, Ontario, Canada

- Assisted four territories in reaching sales targets by booking advisor meetings, managing events, distributing marketing materials, and ensuring alignment with compliance standards- Developed strong client relationships and resolved advisor inquiries promptly and professionally- Promoted responsible investing products to IIROC & MFDA advisors as an opportunity to make money and a difference- Maintained a strong understanding of company products and the influence of current market environments- Collaborated with team members to review and improve territory business plans- Generated portfolio proposals and comparisons for clients using Capintel software

Toronto, Ontario, Canada

- Coordinated administrative activities for three portfolio managers- Collaborated with sponsors to develop client events and seminars- Developed marketing materials to convey market trends and other client communications- Arrange luncheons with fund companies to ensure teamwide KYP requirements are met- Problem solved to resolve account inquiries independently, accurately, and efficiently- Provide surveillance of accounts to plan for contribution deadlines and maintain IIROC compliance - Acted as point of contact for clients to perform tasks such as withdrawals, transfers, tax questions, and more

Toronto, Canada Area

- Warmly welcomed clients to the stadium, directing them to seats and ascertaining any unique needs - Worked with the TD Comfort Zone team to deliver the best possible client experience in a high-paced environment

Toronto, Canada Area

- Assisted in planning, accounting, and organization of inventory needs across the school

Muskoka, Ontario

- Responsible for opening and closing of tennis pro shop, including daily sales summary - Assisted in the organization and running of daily clinics and tournaments- Managed a team of volunteers

Bachelor Of Science - Bsc Honours, Biology, General

Activities and Societies: Hugh Henry Lab Volunteer WeQuest Student Research TeamMinor in Psychology Dean's Honor List

High School Diploma

Activities and Societies: Graduated with Honour Role