Michael R. Dutton Email & Phone Number

Oakville, On, Ca

Oakville, On, Ca

Oakville, Ontario, Canada

- Partnered with both internal teams and external stakeholders to successfully transition our back-office to Fidelity Clearing Canada (FCC); by building a robust training curriculum that was delivered to 1,000 advisory teams via both live, virtual sessions and recorded modules.- Instrumental in the development and implementation of the dealers’ first fully online new registrant onboarding program for Manulife Wealth’s Investment Dealer (ID) and Mutual Fund Dealer (MFD) platforms; via collaboration with our learning partners at Learnedly and internal colleagues.- Integral to the development and regular execution of Manulife Wealth’s new In-Branch training initiative for new high net worth advisors and their teams coast-to-coast ($100M+ in AUA).- Coach and mentor colleagues on several teams, providing project management support and responsibilities to re-imagine several onboarding programs to self-serve options; creating efficiency by reducing resources dedicated to the hosting of regular onboarding sessions.

Oakville, Ontario

- Develops and delivers innovative training solutions for both wealth and insurance audiences; including assistants, advisors and distributors.- Instrumental in the development of several new onboard training programs and resources to support new advisors and distributors across Canadian division (Manulife Bank, Manulife Investments, Manulife Financial and Manulife Securities).- Collaborates with many internal teams and senior stakeholders in the execution of various recruiting sessions and webinars, contributing to many successful advisor transitions into Manulife.- Responsible for the complete ADDIE cycle on several key learning and development solutions for new and existing advisors and assistants. Recent implementations include; the Introduction to Business Administration Program, The Efficient Office and the MFDA to IIROC Online Transitions Program.- Represents the Distributor Learning and Development team at various regional events and conferences on a regular basis.

Oakville, Ontario

- Developed and delivered innovative training solutions for both wealth and insurance audiences; including assistants, advisors and distributors.- Instrumental in the development of several new onboarding training programs and resources to support new advisors and distributors across Canadian division (Manulife Bank, Manulife Investments, Manulife Financial and Manulife Securities).- Collaborated with many internal teams and senior stakeholders in the execution of various recruiting sessions, contributing to many successful advisor transitions into Manulife.- Responsible for the complete ADDIE cycle on several key learning and development solutions for new and existing advisors and assistants. Implementations include; the Introduction to Business Administration Program, The Efficient Office and the MFDA to IIROC Online Transitions Program.- Represented the Distributor Learning and Development team at various regional events and conferences across Canada on a regular basis.

Burlington, Ontario

- Provided ongoing training and development support to new and existing financial advisors and assistants across the country, as part of several key dealer training sessions, presentations and regional events.- Responsible for the full range of instructional design activities, from analysis, development, implementation and evaluation for a variety of key dealer learning and development solutions for advisors, assistants and head office staff.- Instrumental in the continuous enhancement and delivery of Manulife Securities training programs and successfully integrated advisors and assistants into the dealership.- Developed, updated and maintained reference tools used by advisors, assistants and head office for existing and new dealer projects, product offerings and/or technologies, using a variety of mediums.- Contributed to the development, design and delivery of several proprietary product training and educational programs for both of Manulife Securities’ MFDA and IIROC dealerships.

- Proactively developed relationships with strategic business partners.- Successfully worked with internal and external executive staff to develop, create and implement new product offerings, mergers and conversions.- Conducted regular business meetings with top 25 distributors, each having between $150M to $12B in assets under management. - Delegated a variety of project management and data integrity tasks to a group of 10 colleagues and non-direct reports.- Dealt with strategic partner escalations, special requests and initiatives.

- Managed 16 staff on the ‘Dealer Relations’ and ‘Dealer Settlements’ teams. Increased operational efficiencies, improved client service support and delivered projects in a timely manner. - Ensured all 500 distributors were up-to-date on all mergers, conversions and product initiatives. - Co-ordinated and contributed to several administrative and operational guides that detailed company policies, best practices and business rules.

- Developed first comprehensive new employee training program on shareholder systems, internal policy and procedure, product knowledge and call-centre standards.- Trained 100 new client service employees during an 18 month period of exceptional growth.- Facilitated and participated in the delivery of numerous presentations covering mutual, hedge and segregated funds, new product initiatives and training for new and existing staff.

- Handled up to 100 calls daily on account inquiry, problem solving and complaint resolution in a prompt and professional manner. Received several special acknowledgements for providing exceptional client service.- Took the initiative to seek out and learn new responsibilities becoming the first person within department to act as the liaison with the marketing department.- Promoted to Supervisor within 18 months.

- Generated quality referrals to other divisions of the bank resulting in million’s of dollars in new mortgage, loan and investment products.- Handled a variety of daily customer requests, new account setups, mutual fund sales and foreign exchange transactions.

- Took the initiative to adapt to new technologies introduced at the branch- Coached colleagues in new business processes and functions including computer based foreign exchange trades and bank draft issuance.

Adult Education Certificate

This Adult Education Certificate Program is designed to respond to the changing nature of facilitating adult learning. The program is.

Business Administration, Finance

Graduated with Honours.

Education record