Summary
Overview
Work History
Education
Skills
Timeline
Generic

Grant Baker

Summary

Dynamic Business Development Director with a proven track record at Financial Horizons, excelling in advisor engagement and relationship building. Spearheaded strategic partnerships and implemented innovative sales strategies, driving revenue growth. A creative problem solver, I foster team performance through training and mentoring, ensuring alignment with organizational goals.

Overview

13
13
years of professional experience

Work History

Business Development Director

Financial Horizons
08.2023 - Current
  • Developed strategic partnerships to enhance service offerings and expand market reach.
  • Conducted market analysis to identify growth opportunities and inform business strategy.
  • Implemented client relationship management tools to streamline communication and improve customer satisfaction.
  • Collaborated with cross-functional teams to align business objectives and drive revenue growth initiatives.
  • responsible for creating, managing and implementing sales strategies and campaigns within a large advisor base.
  • Trained junior staff on best practices in business development processes to enhance team performance.

Director Advisor Experience

Freedom55 Financial/ Canada Life
12.2018 - 08.2023
  • Led cross-functional teams to develop and implement strategic initiatives aligning with organizational goals.
  • Developed and monitored key performance indicators to assess Advisor effectiveness and drive continuous improvement.
  • Facilitated workshops to align team objectives with company vision, fostering a culture of accountability and innovation.
  • Directly responsible for sourcing, recruiting and mentoring Advisors new to the financial services industry.

Financial Security Advisor

Self Employed, F55F Advisor
11.2012 - 12.2018
  • Developed customized financial security plans for diverse client portfolios.
  • Analyzed market trends to provide informed recommendations on investment strategies.
  • Educated clients on insurance products, helping them understand coverage options and benefits.
  • Built and maintained a client practice up until 2023
  • creative problem solver and "outside the box" strategist.

Education

College Diploma - Addictions Counselling

Everest College
Barrie, ON
06-2010

Skills

  • Advisor engagement

  • Training and mentoring

  • Relationship building and rapport

  • Client engagement

  • Creative problem solver

  • Positive energy bringer

Timeline

Business Development Director

Financial Horizons
08.2023 - Current

Director Advisor Experience

Freedom55 Financial/ Canada Life
12.2018 - 08.2023

Financial Security Advisor

Self Employed, F55F Advisor
11.2012 - 12.2018

College Diploma - Addictions Counselling

Everest College

Similar Profiles

CREATE PROFILE
Grant Baker