Dirk Leavesley
Winnipeg
Summary
Financial Planning Consultant with a talent for Fact finding and Financial planning. Strong knowledge of Retirement planning and taxation. Communicative and team-oriented with proficiency in Conquest planning software. Proven history of fostering targets to meet team, individual and management objectives.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Planning Consultant
Canada Life
05.2021 - Current
- Maintain relationships with Core/Top advisors across MB, SK, and NW ONT, as well as South Western Ontario (London and Windsor)
- Provide servicing and advice to AB, and BC Core/Top advisors in collaboration with those Financial Planning Consultants
- Created multiple training platforms being used nationally, specifically behavioral biasses, and Conquest planning software
- Redeveloped the Goals based planning model and presentation outline(s). 7 core steps/models
- Provide consultation to advisor firms in the areas financial planning, business practices, software adoption and training opportunities
- Conquest rollout lead, providing guidance and game plans relevant to implementation of targeted adoption numbers for Conquest planning software
- Advanced case consultation, specific to financial planning solutions and utilizing software
- Closed 10 million in new wealth business since January of 2023, 300K+ insurance premiums as well
- Run both regional and multi regional presentations (RP/AVP/RP) - Mostly Western Canada sessions. This can include panels, "ask the expert" sessions, etc..
- Run Monthly FPC meetings, dedicated to peer growth and updates related to industry and Canada Life impact changes
- Dealing in Mass Affluent and HNW consultations, with Corporate integration. Dividend/Income planning, Corporate insurance, etc..
Senior Consultant
IG Wealth Management
01.2017 - 05.2021
- Built a practice, inclusive of having a full time assistant
- Managed 35 million AUM in under 4 years, all acquisition
- Provided full financial planning advice (wealth and insurance)
- Use of Naviplan and later Conquest planning tool
- Pillar aware winner every year, hitting level 4 pillar in year
- Regional consultant of the year 2017 and 2018
Senior Financial Planner
RBC Wealth Management
03.2008 - 01.2017
- Actively manage assigned target clients using value-based relationship managed practices, and provides ongoing financial advice leveraged from the client's financial plan, and use of financial planning software (Naviplan). Provide ongoing holistic review of client financial circumstances.
- Ensure that all financial planning advice and investment recommendations meet the requirements of compliance policies and procedures, and provincial regulations. Fulfill all regulatory requirements to maintain financial planning and securities legislation.
- Develop relationships with service partners and local market to optimize business opportunities and referrals. Refer clients to other RBC business entities as appropriate (although not exclusive to), which include branch staff, Mortgage Specialists as well as Investment and Retirement Planners.
- Actively run presentations, geared towards (although not limited to) Transitioning to Retirement and Retirement planning. I have run 19 group presentations over the last 3 years to both clients and non-clients.
- Work with Group Financial services partners to engage group banking business and group retirement plans for business clients.
Education
High School Diploma -
Gordon Bell High School
Winnipeg, MB06.1996
Skills
- Managing wealth
- Financial Planning Presentation Software
- Strategic Financial Planning
- Coaching Clients
- Financial and Estate Planning
- Consultative Sales Techniques
- Retirement Planning
- Complex Problem-Solving
- Client Relationship Development
Accomplishments
- Canada Life - Qualified for Leadership Achievement Forum 2021 (Vernon BC) Top 20% (2/10)
- Canada Life - Qualified for Leadership Achievement Forum 2022 (Halifax NS) Top 20% (1/10)
- Canada Life - On track for qualifying Leadership Achievement Forum 2023 (Victoria BC) Top 20% (2/10)
- IG - Qualified for Consultant Pillar Elite reward 2017,2018,2019,2020
- IG - Created Mastermind program that went national 2018
- IG - Top 5 Consultant Nationally 2018
Certification
- Certified Financial Planner, CIFP - 2010
- Professional Financial Planner, CSI - 2008
- Registered Retirement Consultant, CIFP - 2017
- CLU Course 255 (Advanced Concepts Tax and Law) - 2023
Languages
English
Full Professional
Volunteering
I've been involved in coaching basketball for over 17 years, at all levels. I've had the opportunity to travel over North America working with kids, and developing them. I currently coach a high school basketball team in WInnipeg at the Junior Varsity level for a Quad A school.
I also am part of a mentorship program, having enjoyed mentoring half a dozen individuals in various roles.
Timeline
Financial Planning Consultant
Canada Life
05.2021 - Current
Senior Consultant
IG Wealth Management
01.2017 - 05.2021
Senior Financial Planner
RBC Wealth Management
03.2008 - 01.2017
High School Diploma -
Gordon Bell High School
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