ANDREW GARDINER

• Named top 50 Wholesalers in Canada by Wealth Professional Magazine
• Provided wholesaler support for insurance licensed brokers across Canada
• Increased sales by 400% over a 3 year period
• Broadened the existing channel to include dually licensed MFDA advisors
• Increased distribution channel by adding new Managing General Agent partners
• Created and delivered webinars/presentations/seminars to advisors and investors on various topics including economic outlook, investment strategies and practice management
• Utilized various portfolio analysis tools such as Equisoft and Morningstar Direct/Advisor Workstation
• Collaborated with advisors to create financial plans specific to end-client's needs and was an active participant in the point of sale meetings.
• Developed sales strategies with Mutual Fund partners to increase AUM
• Increase corporate brand within new geographic regions
• Provided coaching and mentorship to Wholesaling peers and Inside Sales Managers

• Generated and enhance partnerships with qualified retail advisors
• Developed and execute territory management plan
• Promoted a wide array of needs based financial solutions
• Educated retail advisors on complex global market trends
• Implemented various marketing, client generation presentations and networking strategies for retail advisors
• Secured platform access for Offering Memorandum and Mutual Fund products for dealer brokers
• Created value-add 'Playbooks' to expand advisors' opportunity to connect and close prospects

Selected Accomplishments

• #1 territory for gross and net mutual fund sales
• #1 territory for National Flow-Through LP sales
• Increased the number of active National Flow-Through LP advisors by 40% resulting in a 100% increase in total amount raised in Offering Memorandum and Prospectus based Flow-Through products
• Produced gross mutual fund sales in excess of 45% of territory AUM
  

• Partnered with MFDA licensed advisors across Southwestern Ontario to increase sales in wrap allocation mutual funds, account services, group plans and leverage loans.

• Provided inside sales support for prospect generation and existing client sales.
• Collaborated with external sales manager to developed outbound call campaigns.