Ryan Dorosz Email and Phone Number
Experienced Associate Advisor with a demonstrated history of working in the financial services industry, both personal and business.Proficient in Retirement Planning, Tax-free Savings Strategies, Insurance Planning, Risk management, and Financial Services.. Strong finance professional with a Business Administration Certificate, Financial Services focused in Business/Commerce, General from Red River College Polytechnic.I am pleased to be associated with Stairway Financial Solutions Inc.. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
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Associate AdvisorSun Life I Stairway Financial Solutions Inc.Hamilton, On, Ca
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Associate AdvisorStairway Financial Solutions | Sun Life Jul 2022 - PresentHamilton, Ontario, CanadaWelcome to Stairway Financial Solutions Inc. We help families, family-owned businesses, and retirees with all the steps needed to build a clear comprehensive financial strategy.Main Responsibilities1. Client Meetings2. Sales and Client Service3. Wealth Management and Investment Services5. Administrative Assistance and Client ServiceIncluding but not limited to:• Actively prospect new Ideal Client Profile clients to grow the client base• Provide planning and provide solutions to current and prospective clients• Analyze Investment Portfolios and prepare portfolio reviews• Oversight of all trades for client accounts – purchases, redemptions, switches andconversions -
Financial Services Representative LliCibc Aug 2021 - Jul 2022Hamilton, Ontario, CanadaMutual Fund RepresentativeProvide financial advice and match financial products with customers' needs and goals.Develop long-term rapport with customers and foster profitable relationships.Monitor market trends, identify and pursue potential customer leads, and meet sales goals.Discuss customers' financial concerns, questions, and needs. -
Member Services CoordinatorCarpathia Credit Union Ltd. May 2021 - Aug 2021Winnipeg, Manitoba, CanadaBranch vault management Assist members with their inquiries on Carpathia's products and services.Handle high-level member service items such as investment renewals, end-of-the-month board reports, and audit front-line compliance. -
Member Service RepresentativeCarpathia Credit Union Ltd. Jan 2018 - May 2021Winnipeg, Canada AreaBuild relationships with existing and new members, seeking opportunities that are the best fit for the individual needs of each member.Performed financial transactions that ranged from deposits and withdrawals to credit card applications, investments, and account openings.Providing exceptional service to all current and potential members.Build rapport with members to build trust and long-term relationships.Developed problem-solving and communication skills when dealing with members' finances and financial concerns.Contribute to overall business development through excellent service, product knowledge, and quality referrals.Job Shadows: Compliance/Risk Management and Information Technology (2019)Projects: Policy and procedure revision (July 2020-September 2020)
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Banquet Server & Bar BackCanad Inns Aug 2015 - Sep 2019Winnipeg, CanadaBar Back (March 2017 to September 2019)‣ Worked independently performing opening and closing duties, such as restocking the bar with alcohol throughout my shift. ‣ Developed customer service and communication skills by speaking with customers regarding questions, concerns, and complaints.‣ Restocking cold storage by organizing putting away large beer orders.Banquet Server (August 2015 to March 2017 )‣ Responsible for setting up events to the customer's preference individually or in a group of up to six people.‣ Worked as a team to carry out food on trays to serve guests. -
Lending SpecialistFairstone Sep 2017 - Dec 2017Winnipeg, Canada‣ Create a welcoming atmosphere for members and helping customers feel understood and find a financial solution that suits their needs.‣ Solicit potential and renewal business through various marketing channels and existing accounts, in-person and over the phone.‣ Managing overdue loan and equity loan accounts by understanding the customer’s situation and setting up alternate payment solutions.‣ Developing time management skills by balancing all duties whilst meeting the goals set by the company.
Ryan Dorosz Skills
Ryan Dorosz Education Details
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Business/Commerce, General
Frequently Asked Questions about Ryan Dorosz
What company does Ryan Dorosz work for?
Ryan Dorosz works for Sun Life I Stairway Financial Solutions Inc.
What is Ryan Dorosz's role at the current company?
Ryan Dorosz's current role is Associate Advisor.
What schools did Ryan Dorosz attend?
Ryan Dorosz attended Red River College Polytechnic.
What skills is Ryan Dorosz known for?
Ryan Dorosz has skills like Editing, Adobe Photoshop, Video Editing, Microsoft Office, Communication, Problem Solving.
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1edwardjones.com1 +153078XXXXX
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Ryan Dorosz
Newcastle Upon Tyne
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