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Robert Biggs is listed as Training and Development Specialist | Building Expertise in Financial Client Service at AGF Investments, a company with 487 employees, based in Greater St-Catharines-Niagara Metropolitan Area, Canada, Canada. AeroLeads shows a matched LinkedIn profile for Robert Biggs.
Robert Biggs previously worked as Training Specialist at Agf Investments and Customer Service Specialist at Agf Investments. Robert Biggs holds Economics And Statistics from Dalhousie University.
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AT AGF Investment Services I specialize in training and development for the investment industry, focusing on preparing financial Client Service reps for success.
Listed skills include Personal Financial Planning, Investment Advisory, Life Insurance, Mortgage Lending, and 4 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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.
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.
Other employees you can reach at agf.com. View company contacts for 487 employees →
Candy Chong
Colleague at Agf Investments
Vaughan, Ontario, Canada, Canada
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MG
Marthe Gaulin-Li
Colleague at Agf Investments
Toronto, Ontario, Canada, Canada
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AG
Andrew Gillis
Colleague at Agf Investments
Toronto, Ontario, Canada, Canada
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RH
Riley Horton
Colleague at Agf Investments
Toronto, Ontario, Canada, Canada
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PA
Patrick Azer
Colleague at Agf Investments
Montreal, Quebec, Canada, Canada
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MR
Marisa Ramoutsakis
Colleague at Agf Investments
Toronto, Ontario, Canada, Canada
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LC
Lori Cooper
Colleague at Agf Investments
Ontario, Canada, Canada
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RW
Rudy Wasliack
Colleague at Agf Investments
Greater Toronto Area, Canada, Canada
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JW
Jay W.
Colleague at Agf Investments
Mississauga, Ontario, Canada, Canada
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BJ
Beemalsing Jawaheer
Colleague at Agf Investments
Brampton, Ontario, Canada, Canada
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Quick answers generated from the profile data available on this page.
Robert Biggs works for AGF Investments.
Robert Biggs is listed as Training and Development Specialist | Building Expertise in Financial Client Service at AGF Investments.
Robert Biggs is based in Greater St-Catharines-Niagara Metropolitan Area, Canada, Canada while working with AGF Investments.
Robert Biggs has worked for Agf Investments, Giraffe & Friends Life Insurance Company, Ten Star Financial Services, National Bank Of Canada, and Citi.
Robert Biggs's colleagues at AGF Investments include Candy Chong, Marthe Gaulin-Li, Andrew Gillis, Riley Horton, and Patrick Azer.
You can use AeroLeads to view verified contact signals for Robert Biggs at AGF Investments, including work email, phone, and LinkedIn data when available.
Robert Biggs holds Economics And Statistics from Dalhousie University.
Robert Biggs is listed with skills including Personal Financial Planning, Investment Advisory, Life Insurance, Mortgage Lending, Mutual Funds, Gic, Sales Presentations, and Compliance.
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