Community involvement
Jamie Lavalley
Summary
Highly motivated and innovative professional skilled in creating and implementing marketing strategies, executing budgeting plans and utilizing market research to identify customer needs. Demonstrated ability in increasing brand visibility and market share. Possesses excellent communication and customer service skills, with track record of increasing revenue and improving buying experience with targeted markets. Consistently recognized for sales performance and excellence in customer service.
Overview
14
14
years of professional experience
3
3
Certifications
1
1
Language
Work History
Wealth Advisor
RBC Dominion Securities
06.2011 - 03.2019
- Achieved top award of Presidents Club all 4 years while a new advisor.
- Managed fee based business with 60 clients and approximately $60M in Assets Under Management.
- Created strong models for prospecting, managing and growing my practice to reach all goals and objectives
- Successfully built strong network of centres of influence to promote my services and get client referrals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Frequently reviewed client accounts and plans to understand if economic changes or situational concerns necessitate changes in financial plans.
Investment Advisor
MD Management
06.2008 - 06.2011
- Responsible for $125M in Assets Under Management.
- Contacted potential clients to pursue sales and gather funds.
- Created financial and investment plans for prospective and existing clients.
- Implemented investment and insurance solutions that met clients goals and objectives.
- Gathered data and built financial models around key metrics.
- Established key procedures for teams preparing documentation, models and presentations.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Researched and evaluated potential investment products that best suited for my clients goals and objectives.
Manager, Retirement and Investment Services
Great West Life
09.2005 - 06.2008
- Created fully integrated tailored financial and investment plans for clients
- Recommended and implemented investment and insurance solutions to achieve clients goals and objectives.
- Educated brokers on suitable investment and insurance products and solutions.
- Regularly met or exceeded sales and revenue objectives on a quarterly and annual basis.
- Developed and implemented business strategies to achieve business goals and stay competitive
- Successfully contributed to team goals and objectives in fast-paced environment.
- Presented professional image consistent with company's brand values.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
Education
College Diploma - Financial Services Program
Fanshawe College of Applied Arts And Technology
London, ONCollege Diploma - Business Accounting
Fanshawe College of Applied Arts And Technology
London, ONPost-Degree Certificate - Client Relationship Marketing And Sales Management
Fanshawe College of Applied Arts And Technology
London, ON 05.2001 -
Skills
Goal and objective orientedSales Strategy ManagementCustomer Expectations ManagementProspecting StrategiesCustomer Relationship ManagementCustomer ReferralsSales orientedPrepare Performance ReportsMarketing TechniquesTrend Analysis ExpertiseProcess ManagementPresentations
Financial Research
Trend Forecasting
Economic Assessments
Financial Assistance
Client Relations
Pipeline Management
Sales Expertise
Investment Consulting and Planning
Financial Planning
Business Development
Lead Generation
Process Improvement
Relationship Building and Management
Additional Information
- Past President of Brantford Church Hockey 06/10 - 06/13)
- Past Trustee for St. Joesph's Life Centre (06/11 - 09/18)
- Past Ambassador for Breath Council (06/18)
- Past Treasurer for Hamilton Arts Council (06/15 - 09/18)
- Past BCHL Coach/Trainer (09/04 - 05/13)
- Past BCHL Convenor (09/04 - 05/06))
Certification
CFP - Certified Financial Planner, June 2008 - March 2019
Interests
Youth Sports Coaching
Music
Sports and Outdoors Activities
Timeline
Wealth Advisor
RBC Dominion Securities
06.2011 - 03.2019
Licensed Investment Advisor, June 2008 - March 2019
06-2008
Investment Advisor
MD Management
06.2008 - 06.2011
Manager, Retirement and Investment Services
Great West Life
09.2005 - 06.2008
Post-Degree Certificate - Client Relationship Marketing And Sales Management
Fanshawe College of Applied Arts And Technology
05.2001 -
College Diploma - Financial Services Program
Fanshawe College of Applied Arts And Technology
College Diploma - Business Accounting
Fanshawe College of Applied Arts And Technology