Patrick Soulliere Email & Phone Number

Ottawa, ON, CA

As part of our virtual training offered to advisors and their operations teams, I help create, design and deliver live training sessions on our technology and processes.

Ottawa, Ontario, Canada

At WISE, we provide a robust and unique offering to independent financial security advisors who want to grow their businesses, while working with a leading manufacturer in the industry, The Canada Life Assurance Company. With our focus on product solutions, competitive compensation, business development and customized support, WISE is committed to.

Gatineau, QC

Managed a team of two Financial Centre administrators and ensured that the day to day operations of the Financial Centre were completed, as well as completed their performance reviews. My primary function was to evaluate, coordinate and provide the necessary training for new and experienced advisors when new software and technology tools were rolled out..

Ottawa, ON

Resolved complex customer service issues in life insurance and investments, which helped strengthen the relationship between the client, advisor company. Also dealt with threats of litigation from clients by defusing the situation. Acted as the last line of defense before the complaint was escalated to the Office of the Ombudsman.

Ottawa, ON

Monitored and assessed Customer Care Representatives’ phone calls as well as face-to-face Customer Care Representative coaching and evaluating, which in turn helped in the development of the Customer Care Centre