Andrew Potter
Welland,ON
Summary
Accomplished Financial Planning Consultant with a proven track record at Canada Life, adept in Conquest Planning Software and fostering strong advisor relationships. Excelled in creating comprehensive financial strategies, enhancing wealth and insurance sales. Skilled in estate planning and delivering exceptional customer service, and consistently achieving regional sales objectives.
Overview
19
19
years of professional experience
Work History
Financial Planning Consultant
Canada Life
10.2020 - 11.2024
- Provided expert guidance on tax strategies, estate planning, and retirement saving options to Financial Advisors
- Provide full Conquest planning support end to end plans specializing in Multiple Corporations and Taxes and Family Trusts
- Educating Advisors on monthly Conquest updates, and providing bi-weekly training sessions.
- Worked with advisors to find Insurance, Wealth and Credit opportunities within their plans and create reports to illustrate these opportunities.
Regional Sales Manager
Canada Life
03.2019 - 10.2020
- Achieved regional sales objectives by developing successful planning strategies, and servicing Financial Advisors to strengthen business relationships.
- Developed and maintained positive relationships with Advisors in assigned sales territories.
- Used Financial planning acumen to develop strategies that would improve wealth and Insurance sales
- Develop comprehensive financial plans using Navi-plan with advisors
Financial Planner
Bank of Montreal
01.2013 - 03.2019
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Leveraged advanced analytical tools(NaviPlan) to evaluate potential investments and construct diversified portfolios for clients.
- Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.
Independent Financial Consultant
Investors Group
11.2005 - 01.2013
- Started as an independent advisor, building a book of over $15M in assets using cold calls and referrals
- Developed compressive financial plans as an early adopter to Naviplan
- Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
- Built strong relationships with clients through consistent communication and exceptional customer service.
Education
Certified Financial Planner - Financial Planning
FP Canada
Toronto, ON02-2021
Canadian Securties Course - Investments
Canadian Securities Institute
Toronto, ON09-2017
Personal Financial Planner (PFP) - Financial Planning
Canadian Securities Institute
Toronto, On09-2015
College Diploma - Accounting And Finance
Durham College
Oshawa, ON04-2005
Skills
- Conquest Planning Software
- SalesForce
- Microsoft Teams PowerPoint, Excel
- Insurance Planning
- Retirement planning
- Estate Planning
Timeline
Financial Planning Consultant
Canada Life
10.2020 - 11.2024
Regional Sales Manager
Canada Life
03.2019 - 10.2020
Financial Planner
Bank of Montreal
01.2013 - 03.2019
Independent Financial Consultant
Investors Group
11.2005 - 01.2013
Certified Financial Planner - Financial Planning
FP Canada
Canadian Securties Course - Investments
Canadian Securities Institute
Personal Financial Planner (PFP) - Financial Planning
Canadian Securities Institute
College Diploma - Accounting And Finance
Durham College
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