Patrick M.

Patrick M. Email and Phone Number

Senior Advisor, Business Development and Strategies @ Desjardins
Canada
Patrick M.'s Location
Greater Ottawa Metropolitan Area, Canada
About Patrick M.

Part of my journey with the Desjardins group has been to continuously perform at high level, always keeping in mind client needs as well as deepest collaboration & communication with our partners & colleagues to reach peak success.I am currently a Senior Advisor in Business Development & Strategies for Desjardins Network & Skills Development team for the Eastern (ON) , Atlantic( NS) & West Canada market ( BC, AB, SK, MB ), as well as SFL wealth management ( QC).We work closely on building the best relationships with our primary partners ( Desjardins financial security independant networks, Desjardins financial security investments), providing them with our expertise & knowledge on coaching, advices, skills development, and performance driving in association with other professionnal & educationnal institutions, in order to achieve continuous & prosperous expansion of our success story working along each other.Growing our community & relationships while promoting a respectful , sustainable , inclusive and prosperous environnement are part of my daily tasks." If it doesn't challenge you, it doesn't change you " - Fred Devito

Patrick M.'s Current Company Details
Desjardins

Desjardins

View
Senior Advisor, Business Development and Strategies
Canada
Website:
desjardins.com
Employees:
42824
Patrick M. Work Experience Details
  • Desjardins
    Senior Advisor, Business Development And Strategies
    Desjardins
    Canada
  • Desjardins
    Senior Advisor, Business Development & Strategies
    Desjardins
    Ottawa, Ontario, Canada
    • Development of skills & competences for financial security advisors within the Desjardins Financial Independant Networks and Desjardins Financial Security Investments, in all the areas of Eastern (ON) , Atlantic( NS) & West Canada market ( BC, AB, MB, SK) as well as QC with the SFL network.

    • Managing training program

    • Implementing strategies & action plans to reach Desjardins & partner's respective goals and targets in career development through the delivery of specialized and up-to-date training programs.

    • Expanding partnership & collaboration with DFSIN ( Desjardins financial security independant network) & DFSI ( Desjardins financial security investments ) & SFL partners on the financial aspects/ compliance/ services/products through best practices of training & positive growth of the present and future workforce.

    • Analyzing workforce productivity , performance & managing expectations for Desjardins financial security independant centers in cooperation with their respective managing teams using business intelligence softwares such as PowerBI

    • Organizing & taking part at events in order to present new initiatives & ways of doing things for training programs to our partners as well as insure our profound commitment to always bring state of the art solutions to the table.

    • Building active relationships with partners like professionnal associations & educationnal institutions.

    • Utilizing performance tools such as PowerBI to observe and conduct analysis on the performance of networks.

    • Working continuously towards the success of both the Desjardins group and the financial centers of DFSI / DFSIN/ SFL .

    • Leadership role in the coordination of all business development activities throughout DFSIN/DFSI & SFL wealth management ( Quebec ) networks.

    • Speaker/ Animator in events such as new financial advisors recruits day, etc.

    • Faciltator / co-animator in training workshops for new recruits in all Desjardin’s independant networks ( DFSIN/DFSI/SFL)
  • Scotiabank
    Scotiabank 2019-01 - 2020-06
    Montreal, Quebec, Canada
    • Opening small businesses accounts.

    • Portfolio of 270 clients / Daily account
    management/ 25-30M$ Assets

    • Managing cashflow

    • Drawing roadmaps towards success

    • Blueprint for businesses

    • Handling existing portfolios of small
    businesses as well as new acquisitions (investments such as GIC's, mortgages, loans, line of credit for businesses)

    • Handling Health & Legal professionals ( Physicians, Dentists , Lawyers, Notaries ,etc.)

    • Credit applications

    • Creating fruitful opportunities/prospection

    • Enabling and growing small businesse's potential/understanding its environment.

    • Extensive PR in events/conferences.

    • Risk management

    • Organizing small business client recognition event

    • Montreal/ Gatineau/Ottawa area opportunities
  • Cibc
    Cibc 2017-07 - 2019-01
    Montreal, Quebec, Canada
    • Supporting front line representatives in difficult situations.

    • Handling complex and exceptionnal requests/cases

    • Assisting customers in need of managerial / higher level assistance.

    • Valuing our clients and offering them the best solutions.

    • Credit management (Increasing or adding temporary limits after assessing risk to assist clients in difficult situations)

    • Taking strategic decisions on VIP accounts

    • Detecting fraudulent activities/ Best practices and methods to avoid fraudulent situations to take place

    • Making sure procedures are followed by front line representatives

    • Coaching more than 100+ front line representatives from 3 different departments (credit cards, rewards and collections)
  • Manoir Saint-Sauveur
    Manoir Saint-Sauveur 2014-05 - 2014-09
    Saint-Sauveur
    Management intership: Manoir saint-sauveur (4 1/2 stars ****') , largest by size and most luxurious hotel in all the quebec laurentians.

    • Creation of bible of standards (SOP's) for the " Hotel " and " Housekeeping " departements

    • Creation of new norms of quality control for all the rooms in the " hotel " departements

    • Supervision of housekeeping staff ( up to 30 employees )

    • Supervision of public and private areas

    • Establishing new positions descriptions

    • Establishing new methods of disciplinary actions

    • Assisting marketing coordinators with reports on target markets.
  • Buddha-Bar Paris
    Buddha-Bar Paris 2013-06 - 2013-07
    Paris Area, France
    • Buddha Bar Hotel Paris, Luxurious 5 stars hotel ***** in the golden square of Paris ( now closed )" Triangle d'or " (Paris, France) : Internship in reception, concierge

    • Soft-opening

    • Receiving high class customers, explaining products and services the hotel has to offer

    • Managing calls, availability and check in/check out of clients.

    • Guiding clients in their choices and special needs.

    • Intense communication and feedback in order to create an unforgettable experience.
  • Buddha-Bar Paris
    Buddha-Bar Paris 2012-07 - 2012-08
    Paris Area, France
    • Buddha-Bar restaurant Paris luxurious lounge/restaurant (Paris, France) :Internship in dining room, kitchen, bar

    • Experience with a franchise of lounge/restaurants with a worldwide reputation

    • Assist VIP clients in choices of dishes & drinks

    • Bar service

    • Manage stress, transforming it into a source of productivity
  • New Look
    New Look 2008-08 - 2010-07
    Montreal, Canada Area
    • Newlook Eyewear (Anjou, Quebec) : Salesman/Customer service and optometrist assistant

    • Presentation of product, advising client, guiding them towards best choice , customer satisfaction, closing sales.

    • Managing patient’s files.

    • Managing store and doctor’s balances.

    • Performing medical and electronic eye tests

    • Managing reception and appointements of clients.

Patrick M. Education Details

Frequently Asked Questions about Patrick M.

What company does Patrick M. work for?

Patrick M. works for Desjardins

What is Patrick M.'s role at the current company?

Patrick M.'s current role is Senior Advisor, Business Development and Strategies.

What schools did Patrick M. attend?

Patrick M. attended Hec Montréal, École Des Sciences De La Gestion (Esg Uqam), Université De Montréal.

Who are Patrick M.'s colleagues?

Patrick M.'s colleagues are Sylvie Trudel, Demi Deveau, Jason Cubitt, Nancy Cox, Tolou Taherinia, Bianca Tousignant, Stéfanie Ferland.

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