Robert Dunn Email & Phone Number

Ontario, Canada

Ottawa, Ontario, Canada

Ottawa, Canada Area

As the retirement products expert for 8 branches in eastern Ontario, I work with clients to reach their retirement goals and guide them through the complexities of specialized products such as locked in RRSPs, LIRAs and LIFs.

Eastern Ontario

Inspired and maintained student interest and focus by utilizing a facilitative, learner-centered approach. Generate dynamic, meaningful and inclusive discussions that transition textbook theory to “real-world” scenarios. Instructed subjects pertaining to the study of both Corporate and Personal Finance including Financial Management and the Canadian Securities Course. Financial Management curriculum included Cash Flow and Financial Ratio Analysis, Working Capital Management, Financial Planning, Sources of Short and Long Term Financing and TVM.

Recognized as one of the top new business producers in the region , self- generating business through external networks and client referrals. Provide profitable growth of an assigned portfolio of members by retaining and expanding existing relationships and developing new relationships. Source new business opportunities through call lists, seminars, external business development and internal referrals.Act as a resource and centre of expertise to the branch and mentor to junior staff members regarding complex credit scenarios and financial planning strategies.

Motivate students to achieve at their maximum potential by challenging them to put forward their best effort and by showing sensitivity for their concerns. Plan and deliver quality classroom instruction using a variety of teaching methods including topical lectures, demonstrations, teach-backs, discussion groups, audio/ visual analysis and guest speakers. Manage classroom teaching conditions and environment by promoting focus, control and respect of others while providing students with a supportive atmosphere. Teach and provide curriculum support for a full range of Business and Finance subjects including Economics, Marketing, Business Law, Human Resources Management, Effective Business Writing, Investments, Mutual Funds and Consumer and Mortgage Credit.

Responsible for building and leading a team of mortgage and financial service professionals in establishing a unique presence in the market and garnering share of market through aggressive solicitation and networking. Opened and established a new mortgage brokerage and financial services branch in the Ottawa market. Hired and trained staff, created strategic alliances with referral sources, developed unique marketing campaigns, built relationships with both institutional and private lenders while exceeding sales generation targets.

Provided customized financial solutions to high value, investment focused individuals with the goals of attracting new clients and developing existing client relationships for the Scotia Group, increasing share of wallet in both investment and credit products. Provided leadership and motivation to branch personnel in conducting training sessions aimed at enhancing product knowledge and sales effectiveness.

Independently sourced, appraised and analyzed new mortgage investment opportunities for industrial, commercial and investment real estate projects valued at between $2 million- $20 million.Developed relationships with over 400 clients, agent and brokers in establishing and managing a $500 million portfolio.

Bachelor Of Commerce (B.Com.)

Online Education

Certified In International Trade, International Trade

Business Administration

Activities and Societies: Student Council Representative-1983

Education record