Richard Britnell Email & Phone Number

Montreal, Canada Area

Awards and recognition:2023 - Record set for highest net and gross sales in segregated funds in Canada~ ~ ~ ~ ~ ~ ~ ~ ~ 2022 - Highest net sales in segregated funds and Annuities in Canada~ ~ ~ ~ ~ ~ ~ ~ ~ 2021 - Highest net sales in Segregtaed funds and Annuities in Canada~ ~ ~ ~ ~ ~ ~ ~ ~ 2020 - 2nd place net sales in Canada~ ~ ~ ~ ~ ~ ~ ~ ~ 2019 - Largest increase year over year sales in segregated funds~ ~ ~ ~ ~ ~ ~ ~ ~ 2018 - RBCI - RBC Performance award, outstanding performance in the industry 2018 - RBCI - 1st place sales in surpassing annual objective, Segregated funds and annuities 2018 - RBCI - 1st place net sales in Canada2018 - RBCI - 2nd place year-over-year sales, 187% growth 2018 - RBCI - 1st place region, Eastern Canada, Living benefits and wealth management~ ~ ~ ~ ~ ~ ~ ~ ~ 2017 - RBCI - 1st place net sales in Canada2017 - RBCI - 1st place Sales in eastern Canada, 149% increase YoY, a 10 year record high 2017 - RBCI - 1st place region, Eastern Canada, Living benefits and wealth management~ ~ ~ ~ ~ ~ ~ ~ ~ 2016 - RBCI - 302% increase in segregated fund and annuity sales 2016 - RBCI - 1st place region, Eastern Canada, Living benefits and wealth managementMandate:Advice and support on the award winning RBCI Wealth products. First point of contact for your segregated fund and annuity needs, including product knowledge, responding to inquiries, suggestions, requests for marketing support, providing market updates.

Montreal, Canada Area

Awards:• Best mutual fund sales in my dept. for 2 consecutive years 2014 - 2015Banker:- Develop, maintain, and solicit new business opportunities amongst the bank's clients. - Provide a broad range of financial products and services to our clients in all aspects of personal finance; credit, banking, and investment needs.- Help clients identify and attain their financial objectives by analyzing their current situation and proposing the right products or services to meet their goals. - Keep clients updated and well informed about the bank's policies and products, as well as any other changes that may affect their financial situation.Sales Assistant at Laurentian Bank Securities (2015):Determine and analyze the asset mix in client portfolios using financial software• Assist the Investment Advisors in certain areas of financial planning• Active role in the marketing of the services offered by our team• Ensuring that compliance standards are met with regards to investor profiles (KYC)• Preparation of team and client meetings• Link between the Advisors and other departments within the Organization

- Build strong relationships with financial advisors and help them build their businesses by providing innovative, forward-thinking products and services.- Partner with an external wholesaler to develop sales of wealth management products to financial advisors within a specific territory - Make daily proactive calls to financial advisors to understand if there is an opportunity to promote Manulife Investments products and service offerings in order to grow the business.- Primary resource for product and services consultation support to advisors. - Assist with the development and ongoing management of annual business region plans as well as territory management strategies to ensure proper coverage of territory.

- Provide an exceptional experience for new and existing clients by identifying their needs through the utilization of Financial tools - Plan business activities to meet weekly sales, service and referral targets for personal and small business clients - Proactively initiating phone calls to book appointments with clients to discuss their needs and to offer financial solutions, both investment and credit wise. - Demonstrate a strong code of ethics while adhering to and protecting client privacy.

Portfolio accounting and trade processing for Portfolio Managers.

Retirement and Investment products

Certificate, Insurance Of Persons (Qc And Common-Law Provinces)

01-111 Ethics 85% 01-311 Individual and group life 90% 01-312 Individual and gr. accident 97% 01-313 Seg funds and annuities 87%

Certificate, Group Annuity Plans

Professional course which is a prerequisite for the license to open group RRSPs and other types of pension plans.

Professional Financial Planner Designation, Financial Planning And Services

Certificates, Business And Personal/Financial Services Marketing Operations

2012 Insurance of Persons Autorité des marchés financiers 2010 Investment Funds in Canada CSI Global Education 2010 Conduct and Practices.

Bachelor Of Commerce (Bcom), Finance, General

Activities and Societies: Debate team BComm, major in finance, minor in productions and operations management.

Dec, Accounting And Business/Management

Activities and Societies: Debate team, Concordia Finance Student Association DEC Administration, finance option