Jamie Roche
Business Development
Beaconsfield,Quebec
Summary
Relationship-focused business development professional driven to motivate and build high functioning teams to reach optimum performance. Natural leader and complex problem solver. Diversified approach, as attained through in-depth experience in the fields of education, coaching, and leadership. Experience is the greatest teacher.
Overview
23
23
years of professional experience
Work History
Financial Advisor
Sun Life Financial
Halifax, NS
04.2021 - 11.2022
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Increased AUM by 35%, 23% new client acquisition growth, and reduced retention rate to 93% from 82%.
- Expanded customer base through community outreach and strategic business partnerships.
Regional Director
Sun Life Financial
Halifax, NS
04.2016 - 01.2020
- Drive development and implementation of strategic and operational plan for Atlantic region. Provide ongoing leadership, coaching and training to Sales Managers.
- Supported Vice President and Atlantic Region in areas of recruitment, selection, training and development, recognition and marketing support for both advisors and managers.
- Provide conflict resolution in Financial Centres where needed.
- Visited sites periodically to view service levels and adherence to global service standards.
- Promoted company by giving exciting and dynamic presentations to potential new advisors.
- Recruited talented individuals focusing on diversity of skills and new market potential.
- Reviewed regional financial reports to identify potential issues, cost saving opportunities and significant departures from budget.
- Produced weekly & monthly reports to analyze job performance against team goals and regional sales production.
- Managed, trained and motivated branch sales managers to continuously improve knowledge and abilities in field of recruiting, training and sales process.
- Initiated bi-weekly coaching sessions with individual sales managers highlighting strengths and initiated mentoring program to improve areas of weakness.
- Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-problem solving.
- Led business planning, developed market strategy and established targets for recruiting and sales.
- Streamlined and enhanced Regional travel and Recognition programs to effectively to decrease spending by 23%.
Business Development Partner
Sun Life Financial
Pointe-Claire, QC/ Halifax, NS
10.2014 - 04.2016
- Onboard, develop, and coach a group of developing Advisors for a period of 36-48 months in areas including a holistic approach to business development (e.g. insurance and wealth), sales growth, and client service standards.
- Optimize development and effective sales practices for developing Advisors against a development plan that includes ongoing coaching, training, and marketing approach.
- Support developing Advisors by participating in joint field work and sales appointments; focus on building lasting client relationships
- Evaluated current service needs and product satisfaction levels with established clients to improve offerings.
- Developed short-term and long-term sales objectives and strategic plans to meet market needs.
- Developed and implemented value-added strategies to increase profitability, expand market share and cement customer relationships.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
Director of Athletics
Lower Canada College
Montreal, QC
07.2007 - 06.2009
- Oversaw all aspects of Athletic program, including hiring coaches, scheduling, budget preparation, promotion, compliance, and facility management.
- Developed comprehensive plan for athletic department that supported and aligned with mission and vision of school.
- Delivered strategic and visionary leadership to athletic department coaches and trainers.
- Built trust with athletes and coaching staff by being courteous, respectful, responsible and professional at all times.
- Collaborated with athletics and academic staff to promote academic excellence aligning with athletic success.
- Classroom teacher for 11th grade Leadership & Development.
- Increased coach education, certifications, and sport knowledge by providing opportunities for course and seminar attendance.
- Inspected equipment and facilities for signs of wear or damage impacting safety, while ordering new equipment and apparel keeping meticulous records.
Dean of Students
Hebron Academy
Hebron, ME
07.2001 - 06.2005
- Oversaw all aspects of Residential Life including major campus events, student activities, faculty assignments and all student led initiatives.
- Collaborated with faculty to develop and diversify instruction to better serve students of different skill levels and backgrounds.
- Coordinated outreach events to bring in parents, family members and community at large to support students.
- Partnered with senior administration to create cohesive vision, balancing structure and creative expression to drive productive student learning.
- Established and enforced clear school-wide disciplinary procedures to protect students and staff including regular parent communication.
- Dormitory Head for 100 boys aged 16-19.
Biology, Science, & Physical Education Teacher
Hebron Academy
Hebron, ME
04.2000 - 06.2005
- High school Biology and Anatomy & Physiology teacher.
- Physical education teacher covering exercise strategies, sports and safety.
- Established positive and encouraging relationship with students and helped to foster appreciation for sciences.
- SAT and AP Exam tutor. Student standardized test preparation through process and strengthening knowledge base.
- Created engaging lesson plans and lab activities, fostered culture of discovery and provided well-organized classroom structure to help students succeed in program.
- Collaborated with professors to use team-based and problem-solving approaches.
- Utilized knowledge of biology, anatomy and kinesiology to design safe and effective exercises.
Head Hockey, Soccer, and Baseball Coach
Hebron Academy
Hebron, ME
06.2000 - 06.2005
- Responsible for all aspects of each program; off season training, budgeting, travel, scheduling, team selection.
- Monitored student academics and fostered culture of balanced academic and athletic success.
- Recruited student-athletes of highest caliber to elevate team performance.
- Admissions support and communication with prospective student-athletes and their families.
- State and New England Champions in both Hockey and Soccer.
Education
Bachelor of Science - Human Kinetics And Biology
St. Francis Xavier University
Antigonish, NS05.2000
Skills
- Critical Thinking
- Communication
- Relationship Building
- Emotional intelligence
- Problem-Solving Skills
- Coaching and Mentoring
- Training and Development
- Sales and Business Leadership
- Talent identification and recruitment
- Financial Planning
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
It’s not what happens to you, but how you reach to it that matters.
Epictetus
Timeline
Financial Advisor
Sun Life Financial
04.2021 - 11.2022
Regional Director
Sun Life Financial
04.2016 - 01.2020
Business Development Partner
Sun Life Financial
10.2014 - 04.2016
Director of Athletics
Lower Canada College
07.2007 - 06.2009
Dean of Students
Hebron Academy
07.2001 - 06.2005
Head Hockey, Soccer, and Baseball Coach
Hebron Academy
06.2000 - 06.2005
Biology, Science, & Physical Education Teacher
Hebron Academy
04.2000 - 06.2005
Bachelor of Science - Human Kinetics And Biology
St. Francis Xavier University