Wesley Smith Email & Phone Number

Ontario, Canada

Ontario, Canada

Toronto, Ontario, Canada

Burlington, Ontario

Mississauga, On

• Provided expertise to facilitate the on-boarding of external advisors and their client assets, acting as a first point of contact with IPC• Co-ordinated all the involved business units within Investment Planning Counsel to ensure every aspect of a new advisor’s business transitions smoothly to IPC• Pre-populated client demographic information onto all the required documentation to ensure client assets are brought over quickly and are compliant• Facilitated IPC advisors in… Show more • Provided expertise to facilitate the on-boarding of external advisors and their client assets, acting as a first point of contact with IPC• Co-ordinated all the involved business units within Investment Planning Counsel to ensure every aspect of a new advisor’s business transitions smoothly to IPC• Pre-populated client demographic information onto all the required documentation to ensure client assets are brought over quickly and are compliant• Facilitated IPC advisors in transferring their licenses from the MFDA platform to the IIROC platform Show less

Mississauga, On

• Work from company head office to represent our in house Mutual Fund company to all our Financial Advisors across the country• Assisted advisors with any questions or issues relating to their Counsel holdings• Provided paperwork necessary for advisors to switch over their current assets into Counsel funds• Maintained reporting aspects to continually keep all involved business units up to date on Counsel Portfolio Services• Created and maintained the process for providing client… Show more • Work from company head office to represent our in house Mutual Fund company to all our Financial Advisors across the country• Assisted advisors with any questions or issues relating to their Counsel holdings• Provided paperwork necessary for advisors to switch over their current assets into Counsel funds• Maintained reporting aspects to continually keep all involved business units up to date on Counsel Portfolio Services• Created and maintained the process for providing client statements to every client of IPC on a quarterly basis, meeting all CRM and Regulatory requirements Show less

• Assisted customers with basic financial needs, while maintaining a positive attitude with all customer problems• Promote the relaxed, comfortable banking experience which Scotiabank strives to attain• Continuously identify the needs of customers, recommending appropriate products and services whenever possible• Referred appropriate customers to team members and internal Bank partners in order to help branch achieve financial and customer retention goals • Developed customer… Show more • Assisted customers with basic financial needs, while maintaining a positive attitude with all customer problems• Promote the relaxed, comfortable banking experience which Scotiabank strives to attain• Continuously identify the needs of customers, recommending appropriate products and services whenever possible• Referred appropriate customers to team members and internal Bank partners in order to help branch achieve financial and customer retention goals • Developed customer relationships, while contributing to a positive customer experience Show less

Vaughan, On

Toronto, On