William Bishop Email & Phone Number

Waterloo, Ontario, Canada

Conducting one-on-one needs based conversations for group retirement plan members currently enrolled in an employer group plan, including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy in addition to having consolidation discussionsAssist members in enrolling in the Manulife Personal PlanEducate members on the benefits of group plan versus retail investing, understanding the impact of investment fees, defining their risk profile and helping them consolidate their assets, in addition to continuing to make ongoing Group RRSP contributions.Ensure plan members understand the value of investing early, the impact of investment fees, the power of compounding interest and the financial benefits of investing inside of a group retirement savings planProvide financial illustrations to plan members around the power of investing early inside a group retirement savings plan coupled with the power of compounding interestHelp plan members build their investment portfolio based on their risk profile

Waterloo, Ontario, Canada

Conducting one-on-one needs based conversations for group retirement plan members recently enrolled in the Manulife Personal Plan, including discussions around fund options, underlying investment fees, risk profile, long term savings goals/investment strategy in addition to having consolidation discussionsEducate members on the benefits of group plan versus retail investing, understanding the impact of investment fees, defining their risk profile and helping them consolidate their assets, in addition to continuing to make ongoing RRSP contributions.Ensure plan members understand the value of investing early, the impact of investment fees, the power of compounding interest and the financial benefits of investing inside of a group retirement savings planProvide financial illustrations to plan members around the power of investing early inside a group retirement savings plan coupled with the power of compounding interestHelp plan members build their investment portfolio based on their risk profile

Toronto, Ontario, Canada

Assisting clients with insurance inquiries and needsLogging daily activities through SalesforceEnsuring that daily scheduling expectations are metCompleting needs analysis for customers to help recommend products

Ontario, Canada

Working with financial planning software Razor and Naviplan. Actively contacting and meeting clients. Providing insurance and financial services solutions to clients.

Waterloo, On

Worked as line cook/prep cook Helped prepare orders and complete daily tasksAble to effictly work in a team

Waterloo, On

Worked alongside coworkers in a productive and mutually beneficial fashionWork in a team in an effective and timely matter

Bachelor'S Degree, General Ba

Post Graduate Certificate, Financial Planning