Providing client support and education for Advisors, Institutions and Individuals to ensure the most efficient trading and utilization of Horizons ETF’s Investment strategies. Developed and strengthened Advisor relationships by maintaining constant communication via daily phone calls, email and meeting activity in achieving an optimal coverage level within the territories. Provided well positioned investment ideas, asset updates, market outlooks and relevant business building ideas. (Toronto, Southern Ontario)

In partnership with a Senior Advisor Consultant, planned and implemented a distinct business strategy to achieve an annual gross sales target of $125 Million in the GTA region while servicing the needs of existing Advisors with assets over $1 Billion (IIROC only).Developed and strengthened Advisor relationships by maintaining strong daily phone, email and meeting activity to achieve an optimal coverage level within the territory. Provided well positioned investment ideas, asset updates, market outlooks and relevant business building ideas catered to each Advisors book of business. 2015 National Winner of Internal sales presentation competition (VCSS) Virtual Competitive Selling Series. Continuously surpassed quarterly and annual sales and activity targets. Achieved 140% of sales target during tenure from May 2013 to June 2015. Achieved Top Prospecting rank in country by adding 29 new buyers of $250,000 or more and led Ontario with most Advisor meetings booked in 2014.

Established and strengthened client relationships by delivering strong customer service while assisting prospective and existing clients with their daily retail and commercial banking, Investing and lending accounts in both a fast paced call centre environment and in person at our flagship downtown location. Consistently surpassed performance targets and activity metrics leading to sales, customer service and activity awards and recognition. Team Lead for ING Direct Social Committee; responsible for organizing and facilitating employee team building events.