Investment Funds Advisor
Currentmutual funds rep through investia financial services
Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Peter Mccartney is listed as Investment Funds Advisor at Sisip Financial, based in Greater Toronto Area, Canada. AeroLeads shows a matched LinkedIn profile for Peter Mccartney.
Peter Mccartney previously worked as Associate Planner at TD Wealth Financial Planning at Td and Financial Advisor / investment consultant at Td. Peter Mccartney holds Ba Joint Honours, Ancient History And Modern History from Queen'S University Belfast.
Peter Mccartney is a Investment Funds Advisor at Sisip Financial. He is proficient in English.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Toronto, Ontario, Canada
mutual funds rep through investia financial services
mainly focused around giving advise on investments, mortgages and business banking. I strive to deliver more detailed advice to help set my clients up for success. Listening to their financial goals and objectives allows me to build and implement financial plans for them.
Toronto, Canada Area
-Ensuring that facilities within the office meet a certain expectation. -Taking on tasks that require initiative as well as heavy lifting when required. -Meeting the needs of clients, internal and external, with regards to faculties ie setting up boardrooms.
Educating new and experienced coaches to help grow the sport of rugby within Canada.
Toronto, Canada Area
Dealing with matters of discipline within rugby within Ontario.
Toronto, Canada Area
• Coordinating staff for day-to-day operational activities through CRM.• Shipping Administration.• Filtered through e-mails and prioritized tasks. • Monitor, control and managed business operations to meet client expectations and company goals.• Coordinated and managed project tasks to ensure project delivery within allotted budget and timelines.• Ensured compliance with company standards and procedures.• Evaluated current operational performance and provide strategic plans for improvements.• Provided direction and guidance to internal teams to achieve performance targets.• Identified problems in the operations process and resolved them in quickly and timely manner.• Created, maintained clear and accurate operations documents for reference purposes.Achievements • Trained staff members.• Spearheaded the day to day running of the 2 Queen St East office.• Introduced new template data gathering spreadsheets for office facility management.• Created marketing opportunities for Deloitte’s marketing team via LinkedIn.
• Developed and implemented recruitment strategy – visiting schools and community centres to demonstrate rugby, promote club events and programs.• Created and organized budget.• Marketed the Etobicoke Rugby Brand.• Organized and coordinated events in the Etobicoke area.• Recruiting volunteers (administration, coaches, physiotherapist, parental liaison) and players.• Coordinated staff and volunteers.• Created and maintained reports of outcomes of club events and club development progress.Achievements• Created a brand new rugby team at Richview Collegiate who finished third in their league in their inaugural season.• Established a youth structure that will feed into the senior structure, thus ensuring the stability of the club.• Added 15 additional players each to four already established rugby schools within Etobicoke/Mississauga.• Philip Pocock High School Ladies had an undefeated league season, 2015.• Designed and distributed Etobicoke Rugby leaflets for Santa Clause Parade.
Ponytrail Dr, Mississauga
• Trained and coordinated staff.• Responsible for the day to day running of the department when the manager is off duty.Achievements• Recruited additional staff members to the department.
Co. Derry, Ireland
• Targeted social areas of deprivation and introduced rugby to help enhance their lives through sport.• Promoted rugby within the province of Ulster. • Organized and coordinated events.• Created and maintained reports that showed the outcomes of project events and developmental progress.• Liaised with wider rugby community.• Recruiting volunteers (administration, coaches, physiotherapist, parental liaison).Achievements• Re-established the senior ladies team at City of Derry RFC, which included a six Nations Grand Slam champion.• Created a team junior rugby team at Roe Valley Primary School.• Added an additional 15 children to the Ulster Summer Camp held in the Foyle region.
Derry, Ireland
• Created and coordinated appointments in outpatient’s clinic for various doctors.• Reception duties.• Took appointment queries via telecommunication and outlook.• Typed dictated letters.• Switchboard.
Derry, Ireland
• Supervise and coordinate staff. • Ensure the safety of children whilst they were on/using the equipment. • Health and safety. • Child protection. • Cash handling.• Key holding.
Belfast, United Kingdom
• Customer service.• Exceed sales targets.Achievements• Highest sales in one day at Hospedia LTD
Activities and Societies: Rugby Graduated joint honours in Ancient and Modern History
Activities and Societies: Rugby team, debate society, leadership, history society.
Activities and Societies: Have previous experience in teaching in St. Columb's College, Derry, Ireland (September-October 2011) and St..
Quick answers generated from the profile data available on this page.
Peter Mccartney works for Sisip Financial.
Peter Mccartney is listed as Investment Funds Advisor at Sisip Financial.
Peter Mccartney is based in Greater Toronto Area, Canada while working with Sisip Financial.
Peter Mccartney has worked for Sisip Financial, Td, Mackenzie Investments, Rugby Ontario, and Deloitte Canada.
You can use AeroLeads to view verified contact signals for Peter Mccartney at Sisip Financial, including work email, phone, and LinkedIn data when available.
Peter Mccartney holds Ba Joint Honours, Ancient History And Modern History from Queen'S University Belfast.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Peter Mccartney you were looking for.