Dylan Young
Head of Advisor Solutions at Nest Wealth- Claim this Profile
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Bio
Brandon Hoffman
Dylan Young is a results-driven professional who possesses a strong work ethic and a keen ability to identify and capitalize on business opportunities. Dylan has an impressive track record of meeting and exceeding sales targets, and his innovative strategies have helped his company expand its client base and increase revenue.
Bruce Moffatt
Very impressed with Dylan's initiative and drive. He has worked on some of my unique financial data projects and always seemed to be able to add value to the project. He is sharp and personable and a pleasure to have on a team.
Brandon Hoffman
Dylan Young is a results-driven professional who possesses a strong work ethic and a keen ability to identify and capitalize on business opportunities. Dylan has an impressive track record of meeting and exceeding sales targets, and his innovative strategies have helped his company expand its client base and increase revenue.
Bruce Moffatt
Very impressed with Dylan's initiative and drive. He has worked on some of my unique financial data projects and always seemed to be able to add value to the project. He is sharp and personable and a pleasure to have on a team.
Brandon Hoffman
Dylan Young is a results-driven professional who possesses a strong work ethic and a keen ability to identify and capitalize on business opportunities. Dylan has an impressive track record of meeting and exceeding sales targets, and his innovative strategies have helped his company expand its client base and increase revenue.
Bruce Moffatt
Very impressed with Dylan's initiative and drive. He has worked on some of my unique financial data projects and always seemed to be able to add value to the project. He is sharp and personable and a pleasure to have on a team.
Brandon Hoffman
Dylan Young is a results-driven professional who possesses a strong work ethic and a keen ability to identify and capitalize on business opportunities. Dylan has an impressive track record of meeting and exceeding sales targets, and his innovative strategies have helped his company expand its client base and increase revenue.
Bruce Moffatt
Very impressed with Dylan's initiative and drive. He has worked on some of my unique financial data projects and always seemed to be able to add value to the project. He is sharp and personable and a pleasure to have on a team.
Experience
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Nest Wealth
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Canada
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Financial Services
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1 - 100 Employee
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Head of Advisor Solutions
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Jul 2023 - Present
Nest Wealth is Canada's largest independent digital wealth management platform. We offer both direct-to-investor solutions and advanced business-to-business solutions through our Nest Wealth Pro platform. With Nest Wealth Pro, we help wealth management firms lower operating costs while enhancing client engagement and advice delivery. The Nest Wealth Pro platform provides intuitive client onboarding, real-time analytics, and fully integrated back office and compliance functionality to help transform traditional wealth management firms into best-in-class digital enterprises. Show less
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Desjardins
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Canada
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Banking
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700 & Above Employee
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Regional Sales Consultant - Inside Sales
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Nov 2021 - Jul 2023
- Built and maintained strong client relationships through effective communication, resulting in a high level of customer satisfaction and retention. - Collaborated with team members to achieve sales targets and consistently exceeded monthly and quarterly goals. - Maintained accurate and up-to-date records of all sales activities and client interactions in the company's CRM system. - Conducted market research to stay up-to-date on industry trends and used this information to develop targeted sales strategies. - Participated in regular training and professional development activities to improve sales skills and product knowledge. Show less
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CI Global Asset Management
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Canada
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Investment Management
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700 & Above Employee
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Private Client Associate
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Apr 2019 - Jun 2021
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Statistical Analyst
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May 2016 - Aug 2016
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Education
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2015 - 2019
Lazaridis School of Business & Economics at Wilfrid Laurier University
Bachelor of Business Administration (BBA)
Community
