Peter Kostkiewicz Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Led communication efforts to portfolio managers and financial advisors to promote the services and tools provided by the private client solutions department of Raymond JamesCoached portfolio managers and their teams using a consultative approach to ultimately enhance the growth of their practicesWrote, promoted and distributed monthly educational material to portfolio managersCreated a portfolio manager on-boarding process which improved the experience, business development and… Show more Led communication efforts to portfolio managers and financial advisors to promote the services and tools provided by the private client solutions department of Raymond JamesCoached portfolio managers and their teams using a consultative approach to ultimately enhance the growth of their practicesWrote, promoted and distributed monthly educational material to portfolio managersCreated a portfolio manager on-boarding process which improved the experience, business development and asset growth of newly licensed PMs and new recruitsLaunched, managed and hosted an ongoing live virtual education program for all Raymond James advisors Show less

Toronto, Ontario, Canada

Toronto, Canada Area

Partnered with financial advisors to grow their practice, enhance their client's experience and ultimately grow sales of Sun Life Financial investment products.Successfully completed a yearlong sales director training program and applied learned skills as an internal and external wholesaler.Forged long term partnership with clients by creating value in their advisory practices through thought leadership and practice management support.Achieved up to 300% YOY sales growth in various… Show more Partnered with financial advisors to grow their practice, enhance their client's experience and ultimately grow sales of Sun Life Financial investment products.Successfully completed a yearlong sales director training program and applied learned skills as an internal and external wholesaler.Forged long term partnership with clients by creating value in their advisory practices through thought leadership and practice management support.Achieved up to 300% YOY sales growth in various territories including Québec and eastern Ontario.Lead prospecting efforts in 6 territories, resulting in combined sales of over $500M in 2017. Show less

Toronto, Canada Area

Managed three sales territories to assist the regional directors in increasing sales results.Liaised with various internal departments and external vendors in order to set up client events for investment advisors as well as investors.Handled inbound calls on the sales line and was solely responsible for answering the French support line.

Taught skiing to adults and youth with ability levels ranging from beginner to expertGuided students around the mountain in a safe and enjoyable wayAccompanied students to lunch and après-ski activities to provide a full day experienceExpanded communication skills by teaching group lessons

Coordinated and executed the assembly of extensive information systems for the Whistler Olympic athletes villageTested and performed quality assurance on aforementioned information systemsDeconstructed and reassembled the network to fit specifications for the ParalympicsSolved technology related problems promptly and efficientlyActed as a multi-lingual interpreter to communicate with clients

Canadian Securities Course

Hon B.Comm, Business And Philosophy