Patrick Soulliere work email
- Valid
- Valid
Patrick Soulliere personal email
At Canada Life, our team exceled in delivering virtual training that empowers advisors and their teams, leveraging my expertise in financial services and technology. My role as a Learning and Development Facilitator focused on creating and conducting live sessions that enhanced our technology and process acumen. With a solid foundation in account management and business analytics, I've contributed to the development of robust financial solutions that support advisors' business growth.Previously, as a Business Service Associate and a Financial Centre Resource Team Leader at Sun Life Financial, I led initiatives that streamlined operations and elevated advisor competence. The successful rollout of new software and tools, underpinned by my certification as a Salesforce trainer, showcases my commitment to continuous improvement and my dedication to fostering an environment of learning and professional advancement within the financial industry.
Advice Canada
-
Advice CanadaOttawa, On, Ca
-
Learning And Development FacilitatorCanada Life Jul 2022 - Oct 2024As 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. -
Business Service Associate - WiseCanada Life Mar 2016 - Jul 2022Ottawa, Ontario, CanadaAt 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 developing advisors’ businesses.
-
Financial Centre Resource Team LeaderSun Life Financial Jan 2014 - Jan 2016Gatineau, QcManaged 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. Was certified by Sun Life as a Salesforce trainer and delivered all training to advisors on the use of this tool. -
Customer Relations ConsultantSun Life Financial Dec 2009 - Jan 2014Ottawa, OnResolved 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.
-
Quality Development AnalystSun Life Financial Jun 2005 - Nov 2009Ottawa, OnMonitored 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
Patrick Soulliere Skills
Patrick Soulliere Education Details
-
LomaAcs, Almi
Frequently Asked Questions about Patrick Soulliere
What company does Patrick Soulliere work for?
Patrick Soulliere works for Advice Canada
What is Patrick Soulliere's role at the current company?
Patrick Soulliere's current role is Learning and Development Facilitator | Salesforce, Operations, Compliance | I create engaging virtual training experiences.
What is Patrick Soulliere's email address?
Patrick Soulliere's email address is pa****@****ife.com
What schools did Patrick Soulliere attend?
Patrick Soulliere attended Loma.
What skills is Patrick Soulliere known for?
Patrick Soulliere has skills like Insurance, Team Leadership, Customer Service, Financial Services, Microsoft Office, Employee Training, Business Analysis, Call Centers, Sales, Risk Management, Time Management, Coaching.
Not the Patrick Soulliere you were looking for?
-
Pat Soulliere LLD
Your Authority For Generational Wealth Preservation! Founder & Senior Advisor At Soulliere FinancialWindsor, On1mnsi.net -
1rbc.com -
-
2gmail.com, centoco.com1 (519) 9XXXXXXX
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial