Amy Becken

• Manage book of managed assets for mass affluent market. Household managed asset portfolios from $100,0000.00-$600,0000.
• Develop, and retain strong client relationships built on the foundation of trust and complex financial planning.
• Grow portfolio annually by successfully meeting net sales objectives
• Nurture relationships with clients through consistent communication, proactive updates and annual reviews.
• Educate clients on various investment products and tax savings strategies to empower informed decision making
• Work with partners and branch staff to proactively identify opportunities to grow my portfolio and identify referral opportunities for partner growth.
• Use financial planning strategies to gain client commitments to move forward with investment recommendations

Similar to Financial Planner role although GICs were allowed to be part of our assets under management

Similar to Finamcial Advisor role except there no minimum or maximum threshold for client portfolio size

IIROC licensed

Managed assigned portfolio of business that included mutual funds, pooled portfolios, GICs, bank accounts, mortgages and loans.

Minimum managed dollar investment value of $100,000.00

Exact same and Senior Financial Advisor role, Imperial Service except rural and MFDA licensed

Retail sales role that primarily focused on mortgages and loans with some smaller sized mutual fund portfolio sales

Teller role at downtown Commecial Branch.

Large volume of cash and cheques balanced daily.

Referrals to office staff

Sell bank plans

ATM

Combinations