AVP Client Solutions

• Aug 2022 - Present

As the AVP, Client Solutions at BlueShore Financial, I passionately strive to deliver exceptional client experiences. With a versatile skill set, I lead and transform various pivotal functions, ensuring the utmost satisfaction and trust among our valued clients. Solution Centre Leadership: Guiding our Call Centre operations, I empower our team to provide swift, knowledgeable, and personalized solutions. By fostering a culture of empathy and expertise, I ensure that every client… Show more As the AVP, Client Solutions at BlueShore Financial, I passionately strive to deliver exceptional client experiences. With a versatile skill set, I lead and transform various pivotal functions, ensuring the utmost satisfaction and trust among our valued clients. Solution Centre Leadership: Guiding our Call Centre operations, I empower our team to provide swift, knowledgeable, and personalized solutions. By fostering a culture of empathy and expertise, I ensure that every client interaction reflects the dedication we have for addressing their needs effectively. Digital Advisory Experience: At the forefront of digital transformation, I spearhead our Digital Advisory Offer, bringing cutting-edge financial solutions to our clients' fingertips. By seamlessly blending technology with personalized guidance, I ensure that our clients receive tailored advice in a digital era. Client Complaint Governance: Upholding the highest standards of client satisfaction and compliance, I serve as the Client Complaint Officer, overseeing all client complaints in alignment with the Market Conduct Code. Through my strategic approach, I mitigate risks and nurture a culture of transparency and accountability. Deposit Taskforce Leadership: As the Chair of our Deposit Taskforce, my focus encompasses deposit growth, liquidity management, and balance sheet risk. By collaborating with cross-functional teams, I drive innovative strategies that optimize our deposit portfolio, fortify liquidity, and maintain a resilient balance sheet. With a proven track record of elevating client-centric initiatives, leading transformative projects, and fostering collaboration, I am dedicated to shaping financial solutions that empower our clients and drive the success of our credit union

Director Solution Centre

• Jan 2021 - Present

Director, Client Contact & Wealth Management

• Aug 2019 - Jan 2021

Working in a hybrid role I have effectively split my time between the digital evolution of the Solution Centre, and the day to day operations of our Investment Associates. At the Solution Centre I have implemented the non-face to face advisory offer, growing the portfolio from $5 million to over $150 million in 18 months. In Wealth Management, I was able to work on the design of a new hybrid sales and administration role that will greatly assist the Investment Advisors in growing their… Show more Working in a hybrid role I have effectively split my time between the digital evolution of the Solution Centre, and the day to day operations of our Investment Associates. At the Solution Centre I have implemented the non-face to face advisory offer, growing the portfolio from $5 million to over $150 million in 18 months. In Wealth Management, I was able to work on the design of a new hybrid sales and administration role that will greatly assist the Investment Advisors in growing their portfolios of upper affluent clients. I gained essential experience with our EWPP process from writing project proposals, to working on project teams as a retail business lead.

Branch Manager

• Aug 2015 - Jul 2019

Brian manages a staff team of 12 and oversees over $750M in assets under administration at the Burnaby Branch. He has 3 accredited Financial Advisors reporting to him and his primary role is to provide Sales Coaching, Credit File Review, and reviewing financial plans before they are presented to clients. He also currently sits as one of two Retail Advisors on BlueShore Financial’s Client Segmentation Project team as well as managing the data integrity of monthly Branch Score Cards.

Branch Manager

• Apr 2012 - Jul 2015

Branch Manager - Burnaby

• Mar 2008 - Apr 2012

Branch Manager - Squamish

• Jun 2007 - Feb 2008

Branch Manager - Vancouver

• Jan 2006 - May 2007

Member Service Manager - Lonsdale Branch

• Apr 2004 - Dec 2005

Member Service Manager Lonsdale Branch

Personal Account Manager

• Feb 2003 - Apr 2004

Financial Service Associate

• Sep 2000 - Feb 2003