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- Generated, tailored and executed on sales communication strategy that drives asset gathering across the three different sales channels within Scotia Asset Management- Responsible for developing and implementing the High Net Worth Client communication strategy - Work closely with top executives such as the CIO, Managing Directors and portfolio managers to host conference calls, create presentation decks to reflect current market data and highlight current themes in the market that… Show more - Generated, tailored and executed on sales communication strategy that drives asset gathering across the three different sales channels within Scotia Asset Management- Responsible for developing and implementing the High Net Worth Client communication strategy - Work closely with top executives such as the CIO, Managing Directors and portfolio managers to host conference calls, create presentation decks to reflect current market data and highlight current themes in the market that client and advisors can relate to - Act as primary point of contact with internal/external portfolio managers and senior management, conducting conference calls and one-on-one meetings to discuss market data and fund performance; - Responsible for creating and marketing material on asset management products for external sales channel- Liaise regularly with portfolio managers and Investment Oversight team to ensure a high level of knowledge of our investment products and their positioning - Built strong relationships with each sales channel across the organization to better understand their successes and challenges and how to evolve communication support to meet their needs- Pinpointed issues or opportunities, both on a strategic and tactical level, to develop better informational systems for our clients Show less

- Coordinated and implemented marketing campaigns and materials for Scotia Cassels regarding asset management products and services, including regulatory documents, sales aids, market commentary and portfolio manager access;- Managed numerous high level projects for senior management; Displayed superior organizational skills in order to monitor the status of assigned projects and own multiple projects; - Implemented strategic initiatives relating to client service and relationship… Show more - Coordinated and implemented marketing campaigns and materials for Scotia Cassels regarding asset management products and services, including regulatory documents, sales aids, market commentary and portfolio manager access;- Managed numerous high level projects for senior management; Displayed superior organizational skills in order to monitor the status of assigned projects and own multiple projects; - Implemented strategic initiatives relating to client service and relationship development- Prepared, in-depth analysis and detailed financial models to estimate financial returns from funds Show less

- Conducted asset gathering and revenue generating activities; - Contacted potential clients about products, services, and trading platform as well as other cross-selling opportunities available to them through our brokerage services;- Offered specialized knowledge regarding customer’s brokerage accounts and internet trading

- Interpreted and communicated accurate market information to clients which increased our transparency and minimized their uncertainty;- Assisted with training of new employees;- Demonstrated strong leadership abilities by taking ownership of calls and finding solutions that ensured client satisfaction by producing work of the highest calibre

- Created Duration Model Calculator program & Ladder Bond Model Calculator; - Assisted the investment team in launching the multi-manager offering;- Prepared and presented investment analysis for the launch of a laddered bond portfolio and offerings;