Robert Biggs Email & Phone Number

Greater Toronto And Hamilton Area, Ontario, Canada

Training and Development SpecialistDevelop and conduct training programs for new financial client service reps, covering essential industry knowledge and customer service techniques.Create and update a comprehensive library of e-learning modules on topics such as investment plans and regulatory changes.Collaborate with various departments to align training content with current policies and procedures.Use Salesforce to manage and update training-related policies, ensuring effective communication throughout the company.Regularly review and improve training materials to keep up with industry changes and meet the needs of our team.

Greater Toronto And Hamilton Area, Ontario, Canada

Guiding investment advisors and investors through various financial processes of the Canadian Mutual Fund Industry.Built and maintained strong client relationships by delivering friendly, responsive service with confidence and accuracy.Helped clients navigate complex financial issues and ensure all transactions are handled accurately and efficiently.

Burlington, Ontario

 Assisted clients with any phone and e-mail inquiries regarding insurance products & RESP’s  Represented Giraffe & Friends at industry trade shows across Canada promoting the products and brand Built strong client relationships with value-add services such as: discussing affordability, understanding their needs, and choosing the right product by educating them on features and options Completed all paperwork as necessary (ie: applications, grants forms, transfers, refunds, etc.)

 Built an investment portfolio of over 100 clients using proactive sales and financial planning techniques Interviewed clients to determine current income, expenses, insurance coverage, and risk tolerance to develop a financial plan Conducted semi-annual reviews of existing investment portfolios to update information and results to determine whether life changes, economic developments, or financial performance indicate a need for plan revision Advised a broad range of clients regarding RRSP’s, RRIF’s, LIRA’s, RESP’s, TFSA’s, and the tax implications of each

 Promoted National Bank’s unique product line to a diverse client base Submitted loan applications to the underwriting area for approval and recommendations. Assisted senior level credit officers with complex loan applications Created strategies to retain and grow existing client base, such as early mortgage renewals. This resulted in a retention rate of 95%.

Managed, educated, and built relationships with the Mutual Fund dealer back office community to ensure there are no obstacles to doing business with CITI. Responded to dealer inquiries on legislative and regulatory changes as it applies to Mutual Fund dealers.

Toronto, Canada Area

Member of small specialized team managing a diversified book of business consisting of pension plans, employee stock options, and mutual funds. Managed several campaigns such as Know Your Client compliance initiatives and hosted several Lunch and Learn on company benefit plans resulting in a large majority electing to participate in the plans.

Economics And Statistics

Conduct And Practices Handbook Course

Canadian Securities Course

Investment Funds Of Canada