Scott Mcdermid Email & Phone Number

Milton, On

Milton, Ontario

Milton, On

Mississauga, On

Oakville, On

Provide exceptional assistance to CIBC Imperial Service high value clients through effective asset management and investment/credit planning within an existing portfolio with an emphasis on continued growth through referrals. Responsible for 1-3 Financial Service Associates and delegation of duties to assist in portfolio sales and servicing. Present clients with a unique needs-based sales approach to assist them in achieving their evolving financial goals through the financial planning… Show more Provide exceptional assistance to CIBC Imperial Service high value clients through effective asset management and investment/credit planning within an existing portfolio with an emphasis on continued growth through referrals. Responsible for 1-3 Financial Service Associates and delegation of duties to assist in portfolio sales and servicing. Present clients with a unique needs-based sales approach to assist them in achieving their evolving financial goals through the financial planning process. Provide quality peer coaching to new banking employees within branch. Selected accomplishments:• Continually exceeded cluster expectations for sales and retentions on credit and investments solutions. • Established solid customer relationships, leading to high client retention levels and referrals.• Forecasted sales revenue streams on a weekly, monthly, and quarterly basis.• Team Captain of successful team challenges within the cluster – chaired weekly conference calls and monthly meetings in order to achieve team goals.• Developed, then implemented marketing and sales initiatives to increase revenue • Nominated multiple times for prestigious CIBC Quarterly Achiever Award Show less

Oakville, On

Partnered with the Oakville Hospital Foundation in raising funds for the Oakville-Trafalgar Memorial Hospital. Leader for CIBC, which involved managing employee participation, fund-raising, and media exposure for the bank. Implemented yearly forecasts and planning procedures for the 5 Oakville branches for fundraising and team participation throughout the year.

Mississauga, On

Provide outstanding customer service in the education, promotion, and sale of financial products related to borrowing, credit, retail investments, lending, and deposits. Manage existing portfolio of customers while driving efforts to grow client base. Implement and supervise client-marketing programs. Provide quality peer coaching to new banking officers within branch. Selected accomplishments:• Regularly exceeded branch and district sales targets while providing standard-setting customer… Show more Provide outstanding customer service in the education, promotion, and sale of financial products related to borrowing, credit, retail investments, lending, and deposits. Manage existing portfolio of customers while driving efforts to grow client base. Implement and supervise client-marketing programs. Provide quality peer coaching to new banking officers within branch. Selected accomplishments:• Regularly exceeded branch and district sales targets while providing standard-setting customer service. • Established and nurtured solid customer relationships, leading to high client retention levels.• Recipient of “All Stars” recognition for achieving top sales among all Toronto District personal banking officers in Q4 2007. • Four-time recipient of “Scotia Applause” recognition from fellow employees, for outstanding efforts in customer service. Show less

Mississauga, On

Served as first point of contact in assisting customers in the sale and renewal of auto and property insurance policies. Advised and quoted clients on the best products and services to meet specific financial needs. Identified and analyzed RBC Insurance risks applicable to each client. Coached and trained new employees on systems and processes. Selected accomplishments:• Repeatedly surpassed sales targets established by team manager.• Regularly selected by senior leadership to serve as… Show more Served as first point of contact in assisting customers in the sale and renewal of auto and property insurance policies. Advised and quoted clients on the best products and services to meet specific financial needs. Identified and analyzed RBC Insurance risks applicable to each client. Coached and trained new employees on systems and processes. Selected accomplishments:• Repeatedly surpassed sales targets established by team manager.• Regularly selected by senior leadership to serve as Call Centre Floor Manager when management team held status and operational meetings. Show less

Wealth Management Essentials

Canadian Securities Course

Counduct And Practices Hand Book Course

Canadian Institute Of Financial Planning Certificate

Bachelor Of Commerce Coursework

Business Administration