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<pre>Array ( [var] => cut_url ) </pre> Resume for Philip S. for Salesperson / Representative / Financial Services in Mississauga, Canada. Search More Resumes for Salesperson / Representative on #JSHRLD628

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Resume for Philip S. for Salesperson / Representative / Financial Services in Mississauga, Canada

Occupation: Salesperson / Representative Industry: Financial Services
Country: Canada City: Mississauga
State: Ontario ZIP: L5V2K4

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Philip M. S.
Britannia Rd. West, Unit , Mississauga, ON, LV K
Cell phone
In my year career, I have had experience in the life insurance, banking and brokerage fields. I
have over years of experience as a teacher of financial planning and estate planning.
Financial Planner December to present, International Capital
Management providing investment and estate planning
advice to clients of the firm. Currently teach Financial Planning course to
adults through Toronto School Board
Financial Planner Jan to Dec , ScotiaMcLeod, Brampton ON
Worked with three Scotiabank branches providing financial advice to HNW
clients with a specific focus on attracting external investment accounts
Organized and managed regular Financial Advice Days in branches
Managed a book of approximately $ million
Consistently met gross revenue targets for each year
Regularly ran seminars for bank staff educating them on product
knowledge and teaching them to recognize referral opportunities
Registered with IDA as Registered Representative
Investment and Retirement Planner
May to Jan , Royal Bank, Brampton ON
Worked with five RBC branches in financial planning role
Was responsible for creating a program of financial advice teaching days
that became a National Best Practice
Sales Manager/ Sales Rep
Sept to Sept , London Life, Oakville ON
Managed a sales staff of eight reps for four years
Recruiting and training were major emphasis
Worked as an Insurance Rep for thirteen years
Taught the Life Underwriters training program for years
Education University of Toronto,
Bachelor of Arts
Earned Chartered Life Underwriter designation in
Completed IFIC Mutual Fund Exam in
Earned Chartered Financial Consultant in
ChFC is a Grandfathered CFP equivalent recognized by all Ontario
financial planning regulators
Completed CSC and Conduct and Practice exams in
Completed Canadian Investment Manager Program in
Currently hold Ontario Life License
Currently Registered Representative through MFDA
References References are available on request.

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