Experience

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  Investia Financial Services

  • Vancouver, British Columbia, Canada

  • Corporate Branch Manager, Team Lead Investia

    • Dec 2023 - Present
    • Vancouver, British Columbia, Canada

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  Kimberley Search and Rescue

  • Kimberley BC Canada

  • Search Manager

    • Sep 2003 - Present
    • Kimberley BC Canada

    Volunteer role:Search Manager and Organized Avalanche Response Team Leader for Kimberley SAR. GSAR TL Instructor JIBCProvide emergency response to lost or injured people in the back country surrounding Kimberley BC.

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  Sun Life

  • United States
  • Financial Services
  • 700 & Above Employee

  • Mutual Fund Compliance Manager

    • Feb 2021 - Dec 2023

  • Wealth Consultant

    • Feb 2020 - Feb 2021

    Provide support to Sun Life Advisors with their market based wealth business

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  Sun Life Financial

  • Kamloops, BC, Canada

  • -

    • Jun 2014 - May 2015
    • Kamloops, BC, Canada

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  AEGON Canada / Transamerica

  • Western Canada

  • Marketing Director and Convergis Business Coach

    • Oct 2011 - Sep 2013
    • Western Canada

    At Transamerica we like to say we are small enough to care and large enough to make a difference.As a Transamerica Marketing Director and Convergis Coach, I partner with independent life insurance Advisors to build profitable, predictable and sustainable business. I do this by providing business coaching support through Transamerica’s unique Convergis Program and the resources provided through Transamerica's Company office. I provide a consultative service that includes business planning, professional development, succession planning, advisor recruiting, concept integration and customized marketing solutions - a service to both Independent Advisors and our newly launched Convergis program.Convergis is a comprehensive business development program that is designed specifically for life insurance Advisors who value their independence but miss the camaraderie and support of a career sales contract. They are looking for ways to grow their business and become more successful. Advisors who qualify for the Convergis program will have access to many value-added services and will become an integral part of a community of like-minded professionals. Through Convergis, there is a coming together of ideas, processes, experiences and people.Through the Transamerica Pacific Resource Centre, I am pleased to be working with a strong team of individuals who provide top-notch support and values relationships.

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  Ride Okanagan

  • Penticton BC

  • Director de Sportif

    • Jan 2011 - Sep 2013
    • Penticton BC

    Ride Okanagan is a locally based UCI registered elite cycling team developed to promote cycling activities in the Penticton area of BC. We do this by promoting our area by giving local elite cyclist an opportunity to race in North America with professional team suppport.

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  CIBC

  • Invermere BC

  • Branch Manager

    • May 2008 - Aug 2010
    • Invermere BC

    ComplianceRisk managementCustomer service development, improvementStaff coaching, staff development, role realignmentBusiness developmentResource management, recruiting, performance managementDevelopment of partnership relationships with external branch partnersChange management, dynamic work place with shifting prioritiesBranch and Staff satisfaction score improvements

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  Golden Life Management

  • Marketing Director of Marketing

    • Sep 2006 - Sep 2007

    Job Responsibilities:Led the marketing for Golden Life Management and Pace Setter Developments using web, print, radio media, public openings, grand openings, trade shows, and viral marketingDirected and create sales training programs that teach non traditional sales people (80% of GLM staff have medical training) the art of consultative sellingCreated and managed a sales management systemDeveloped and maintained all marketing material for the 7 seniors buildings that GLM owns and operatesResponsible to ensure that our new projects are at full occupancy when they open

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  Royal Bank of Canada

  • Investment and Retirement Planner

    • Jan 2006 - Sep 2006

    Job Responsibilities:"Mobile Banker" developing a customer focused approachDevelopment of Financial Plans and implementation of appropriate solutionsPartnering with branch staff to develop two-way referral systemsEntrepreneurial activities outside of traditional bank mainstream, trade shows, seminars, phone campaigns, data base mining, centre of influence development, referred lead prospecting.

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  Sun Life Financial

  • United States
  • Financial Services
  • 700 & Above Employee

  • Associate Manager

    • Apr 2000 - Jan 2006

    Recruitment, training and performance management of sales professionalsFinancial Centre profitability, cost recovery, sales targets and staff managementDeveloped programs to increase Financial Centre and Advisor profitabilitycompliance

  • Advisor

    • Apr 1997 - Apr 2000

    Developed financial plans and recommended solutions to clientsCreated marketing plans to develop a successful, profitable, and viable businessContacted potential clients through development of a referral program, mass marketing, and personal contacts/networking

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  Clarica

  • Associate Manager

    • Apr 2000 - Jan 2006

    Job Responsibilities:Recruitment, training and performance management of sales professionalsFinancial Centre profitability, cost recovery, sales targets and staff managementDeveloped programs to increase Financial Centre and Advisor profitabilitycompliance

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  Clarica (formally The Mutual Group)

  • Advisor

    • Apr 1997 - Apr 2000

    Job Responsibilities:Developed financial plans and recommended solutions to clientsCreated marketing plans to develop a successful, profitable, and viable businessContacted potential clients through development of a referral program, mass marketing, and personal contacts/networking

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  City of Vancouver

  • Canada
  • Government Administration
  • 700 & Above Employee

  • Fitness Programmer

    • Dec 1994 - Sep 1996

    Facility management, administration, Parks Board Fitness Centre budget maintenance, preparation and management, cost recovery, supervision of staff, Fitness/Health Promotion, Community Centre Promotion, special event management and program delivery

  • Fitness Centre Instructor

    • Sep 1989 - Dec 1994

    Personalized program design, implementation, facility equipment maintenance and supervision of patrons

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  Community Recreation

  • Fitness Programmer / Manager, Vancouver Parks and Recreation

    • Dec 1994 - Sep 1996

    Facility management, administration, Parks Board Fitness Centre budget maintenance, preparation and management, cost recovery, supervision of staff, Fitness/Health Promotion, Community Centre Promotion, special event management and program delivery

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  Dunbar/ Kitsilano Fitness Centre

  • Fitness Centre Instructor

    • Jan 1989 - Jan 1994

    Job responsibilities:Personalized program design, implementation, facility equipment maintenance and supervision of patrons