Mandate to manage RESP Platform (financial journey)- Launched a B2C platform for financial advisors to securely access and manage customer accounts.- Led company-wide product demos, effectively communicating new features and enhancements to cross-functional teams, emphasizing product design decisions and user experience to drive adoption and maximize product impact.- Set and managed stakeholder expectations to align with product strategy by excessively socializing the roadmap with a deep focus on how the roadmap intends to solve their specific needs.

Major deliverables through 3 agile teams: - FHSA Launch (new registered account type launched April 1st, 2023 - First-to-market in Canada)- Prioritized API roadmap to launch digital onboarding through the QuestMobile app for self-directed and robo-advisor investment accounts- Launched Custom Portfolios capability enabling Portfolio Managers to create new portfolios which can be customized to cater to specific client needs- Numerous cost-effective digital improvements that drove higher conversion numbersResponsible for: Digital and mobile onboarding platforms which onboard 300,000+ customers annually

Promoted to Team Lead & Relationship Manager-Created internal resources for the sales supervisors to receive and process account management tasks through an organized and automated funnel by using AppScripts/JavaScript-Automated and developed a callback request application for English speaking staff to arrange outbound calls to bilingual customers-Documented sales and account management processes to train staff with the goal of providing self-serve agent solutions during WFH transition-Led an initiative of “Weekly Wellness” within Sales to produce a video each week to promote mental and physical wellness on the floor-Planned and led weekly team meetings supporting management to refocus the team on goals for each week and went over any work process changes-Managed the outbound team Salesforce reporting, team dashboards and new client onboarding lists to assign staff to a variety of sales funnel responsibilities to help the business grow-Created outbound calling lists by collaborating with back office, legal, marketing and compliance-Onboarded high net worth customers by being their point of contact and provided product tours to engage customers-Experienced in managing large volumes of customers with the goal in mind to ensure a positive and quality while aiming to reach monthly account quotas and targets-Interviewed sales interns and trained new sales staff

-Converted leads to clients through the use of various communication channels (chats, email, phone, in-person) | Had over 100+ communications with clients on a regular basis-Utilized knowledge in equities, trading, financial markets, regulations and account types to assist clients with finding a product (self-directed/managed) that is suitable for them and one that will meet their needs while adding value to the organization-Worked with large volumes of clients to ensure a positive onboarding experience with efficient use of system procedures, sales pipelines and Salesforce-Often communicated with other departments such as transfers, back office, and compliance to ensure that accounts were setup on a timely basis and met external regulations (IIROC, Know-Your-Client/KYC, Anti-Money Laundering/AML)-Made use of SPIN, cross-selling and up-selling sales strategies to carry a month to month sales and quality/service quota. Sales quotas consisted of assets brought in, accounts opened, and trading revenue generated-Assisted the sales department, two years consecutively to open 100,000 accounts in 2018 and 2019 fiscal years-Participated in bi-weekly quality meetings with the sales team to ensure quality is maintained in service and sales, provided coaching opportunities within the learning environment

-Co-op terms through Sheridan College

-Assisted lead staff with aiding new immigrant families to Canada with finding opportunities for schooling, housing and starting new businesses