Nick Setacci, Mba Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

Toronto, Ontario

Financial Planning Postgraduate ProgramBusiness Management - Financial Services Diploma Program

Toronto, Ontario, Canada

Leading the following strategic programs for over 700 financial planners & investment specialists across Canada:Building a practice management program from the ground up to support our advisors Customer loyalty – exceeding targets year over year, driving our program to become a leader throughout the organizationSocial media, marketing & business development leader - growing our user base from zero to over 300 active usersTraining re-design and recruitment activities manager for all new hiresRelationship manager for numerous partners including Global Asset Management, Wealth Planning, as well as external vendorsCo-lead for Employee Engagement Team2023 Q4 Spotlight Aware recipient2022 Q2 Spotlight Award recipient2021 Q2 Spotlight Award recipient2020 Q4 Spotlight Award recipient

Toronto

2017 RBC Performance Award winnerWorking on strategic projects to improve our offering to clients, streamline business processes and enable our sales force to focus on generating new business Developing cases for testing software updates and new product launchesConducting quality assurance and user acceptance testing of updated and newly created software tools that are developed internally or purchased from external vendorsGathering user feedback during software releases for use in future updatesStrategic discussions with front line facing advisors around differentiating the client experience by providing clients with financial advice and planning solutionsContributing to the development and updates of training programs and supporting materialRelationship manager for wealth planning coaches in the field

Toronto

Company name unavailable due to non-disclosure agreementRecommended strategic changes to improve company’s product offering, grow revenues, acquire new clients, and expand into new marketsDeep-dive discussions with senior leadership team to understand company context, long-term goals, and overall culture of the organizationExtensive research related to potential new markets and industriesExhaustive product and competitor analysis

Toronto

Coaching and advising investment professionals across the company nationwide on how to build client relationships through financial planning. Coaching investment advisors directly and as part of project and program teams driving strategic initiatives in wealth managementProject lead for financial planning audit functions Founding member of the innovation committee within the enterprise wealth planning groupPreparing financial plans for high net worth clientsBMO Pulse committee chairpersonMember of BMO Brand Ambassador Team

Toronto

Responsible for managing relationships with over twenty financial planners located throughout Canada. Perform daily management of account openings, funds transfers, documentation, and communications with various internal and external departments. Oversee and take action to ensure all issues are dealt with in a timely manner, putting the maintenance of client relationships above all else. Collaborate with team members to identify inefficient processes and brainstorm solutions. Document changes in processes and update training materials. Consulted as a subject matter expert in financial planning and various software systems.

Toronto, Canada Area

Employed effective selling techniques, including building rapports, while advising customers on financial services products in order to close the sale. Provided a wide array of financial advice, ranging from day-to-day banking and credit products to in-depth financial planning servicesTD Diversity Ambassador for Bloor North district.

Master Of Business Administration (Mba), Strategic Management, Financial Services Management

Business Analytics: Data-Driven Decision Making

Postgraduate Diploma, Financial Planning

Honours Bachelor Of Arts, Political Science