Jamie Beddis

Vice President, Business Development at Marmot Benefits
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Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

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Ken Gerry, CFP

Jamie was a hard working knowledgeable investment professional who considerably added to the positive environment in our Calgary office. Due to his strong character, I wouldn't hesitate to work with him again.

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Credentials

  • Investment Representative Training
    Canadian Securities Institute (CSI)
    Jan, 2015
    - Sep, 2024
  • Wealth Management Essentials
    Canadian Securities Institute (CSI)
    Nov, 2014
    - Sep, 2024
  • Conduct and Practices HandBook
    Canadian Securities Institute (CSI)
    May, 2006
    - Sep, 2024
  • Canadian Securities Course
    Canadian Securities Institute (CSI)
    Feb, 2006
    - Sep, 2024

Experience

  • Marmot Benefits
    • Canada
    • Software Development
    • 1 - 100 Employee
    • Vice President, Business Development
      • 2019 - Present
  • Scotiabank
    • Canada
    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Feb 2018 - Sep 2018
  • RBC Direct Investing
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Manager
      • Sep 2014 - Jun 2017

      Subject matter expert in RBC Direct Investing Product and Services, specialized support in complex processes while providing superior level of technical expertise and service Subject matter expert in RBC Direct Investing Product and Services, specialized support in complex processes while providing superior level of technical expertise and service

  • Invesco Canada
    • Canada
    • Financial Services
    • 200 - 300 Employee
    • Regional Associate, Sales
      • Apr 2010 - Dec 2013

      Responsible for enhancing gross sales of Invesco mutual funds and ETFs, while retaining assets to maximize profitability for the territory and firm. Represented multiple investment disciplines and applied a needs-based sales approach, deploying financial and business solutions across the Financial Advisor community within an assigned territory. Maintained and built strong sales relationships. Responsible for enhancing gross sales of Invesco mutual funds and ETFs, while retaining assets to maximize profitability for the territory and firm. Represented multiple investment disciplines and applied a needs-based sales approach, deploying financial and business solutions across the Financial Advisor community within an assigned territory. Maintained and built strong sales relationships.

  • ScotiaMcLeod
    • Canada
    • Investment Management
    • 1 - 100 Employee
    • Administrative Associate
      • Nov 2004 - Apr 2010

      Effectively managed all administrative aspects of client accounts. Provided valued client service to all incoming client requests and concerns. Developed strong relationships with all internal operational departments. Effectively managed all administrative aspects of client accounts. Provided valued client service to all incoming client requests and concerns. Developed strong relationships with all internal operational departments.

Education

  • Bishop's University
    Bachelor of Business Administration (BBA), Marketing
    1999 - 2004

Community

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