Mark Toner Email & Phone Number

I am a seasoned business executive with 15+ years of management leadership in the financial services sector. Recognized with myriad local and national awards in managing, developing, and servicing a client base within the financial services industry, I have a verifiable history of growth and expansion since my tenure as consultant and division director with a national financial services business. Having successfully managed $200 million in division assets as well as having achieved top quartile in the nation in recruiting and managing my team, I have consistently exceeded budgetary and performance goals and I am adept at achieving maximum operational output with minimal resource expenditure. Executive focal points include team management, management development, sales development, and project management. Delivering superior administration on the latter areas of expertise requires utilization of effective communication skills, negotiation skills, as well as business acumen, financial analysis, project management and budget management to support efficiency and maximum returns. I am also well versed in the designing, delivering, and aligning of sales strategies with established and emerging financial planning services to optimize business performance and client satisfaction.As a Division Director and Branch Manager with Investors Group Financial—a Canadian financial services company with $120 billion in total assets under management. Under my leadership, I have recruited and mentored top consultants, achieved top quartile, and elected to the National Advisory Board of Managers. In addition, I liaise with senior leadership, clients, and sales teams to ensure the company’s sales support structure is driving the business forward with minimal expenditures.Colleagues describe me as a progressive, driven, down-to-earth, sales and managerial expert who can be relied on to offer superior solutions that deliver profitable results on time and under budget.

Listed skills include Retirement Planning, Financial Planners, Estate Planning, Strategic Financial Planning, and 40 others.