Commercial Real Estate investor & consultant in and around the GMA.

- Develop strategies to boost the sales of products offered in branches;- Prepare and present to sales and management teams workshops and interventions related to products sold;- Act as the single point of contact for caisse managers and general managers;- Analyse management reports and offer solutions to correct the situation.

- Prepare and present to internal advisors new products launched;- Develop strategies to boost sales;- Assist advisors in the preparation of complex files;- Comparison of internal funds and competition funds and portfolios to provide sales arguments.

- Support alternate distribution networks in their mutual funds product offering- Recommend and document product development ideas for implementation- Research and analyse in-house and competitors’ Mutual Funds- Prepare monthly sales and performance reports

- Recommend and document product development ideas for implementation- Research and analyse in-house and competitors’ Mutual Funds- Prepare and present new products presentation to employees- Prepare monthly and quarterly sales, AUM and performance reports- Lead projects for prompt delivery of marketing and legal documents

-Research and analyse fixed income and Canadian equity mutual funds-Quantitative and qualitative analysis of the markets and mutual funds-Prepare quarterly and monthly market and fund performance commentary-Took part in a multi-million $ project – Change of in-branch customer approach and software-Manage product database for financial applications used in branch network-Responsible for a product database that supplies the branch network with specific product information

-Evaluate and analyze clients’ investment needs and offer recommendations accordingly-Quantitative and qualitative analysis of the markets and mutual funds-Prepare and give conference to employees and prospective clients-Develop investment solutions and setup of plans and budgets-Work tightly with other teams within the branch for achieving sales targets-Develop book of assigned clients

-Evaluate and analyze clients’ investment needs and offer recommendations accordingly-Quantitative and qualitative analysis of the markets and mutual funds-Develop book of assigned clients

Evaluate and analyze clients’ investment and credit needs and offer recommendations accordingly