Janice Case
Burlington,Ontario
Summary
Collaborative leader with a proven dedication to strong business partnerships internally and externally. Skilled in team building, leading, motivating, and excellent customer relations. Proficient in independent decision-making and sound judgment to drive company success. Dedicated to applying training, monitoring, and morale-building abilities to enhance employee engagement and performance. Decisive and hardworking leader experienced in making proactive updates to policies and procedures. Leveraging over 25 years of progressive financial industry experience to positively impact business operations.
Overview
35
35
years of professional experience
Work History
Regional Manager, Client Service
Canada Life Workplace Solutions
06.2019 - Current
- Collaboration with sales directors and business partners to ensure service excellence and business growth
- Leading the regional service team to drive performance and achieve business objectives
- Developing and maintaining a national service plan.
- Promoting a culture of growth, innovation, and service excellence, adherence to regulatory and risk requirements, champion hybrid working models and promote face-to-face interactions.
- Providing talent leadership, coaching, and development of a high-performance service culture.
GRS Liaison
Great West Life
05.2018 - 06.2019
- Liaised with head office to resolve escalated service concerns and moderated monthly regional service staff meetings
- Provided leadership with ongoing interpretive support on GRS related issues.
Client Relationship Manager
Great-West Life
12.2008 - 06.2019
- Managed client relationships, developed customized annual service plans, and assisted with plan member education meetings as required
- Promoted additional products and plan features, captured extension sales opportunities
- CRM Ambassador Team Volunteer, Stewardship Committee Volunteer, Process Improvement Committee Volunteer
Branch Compliance Analyst
Quadrus Investment Services Ltd.
07.2006 - 12.2008
- Performed account and trade supervision, monitored mutual fund sales activities, and assisted with compliance education
- Team Lead for internal branch audits.
Associate Quadrus Branch Manager
Freedom 55 Financial / London Life / Quadrus Investment Services
02.2006 - 07.2006
- Provided sales and marketing support to advisors, maintained compliance standards, and developed marketing strategies.
Branch Administrator / New Issue Management / Senior Sales Assistant
BMO Nesbitt Burns
01.1996 - 01.1998
- Coordinated admin staff, supported the opening of satellite offices, and assisted in the management of a large financial services office.
Various positions
Financial Industry
01.1990 - 01.1996
- Held various positions within the financial industry, gaining proficiency in customer service, sales, and marketing.
Education
GBA Designation - CEBS
International Foundation of Employee Benefit Plans
11.2018
CEBS Designaion - CEBS
International Foundation of Employee Benefit Plans
11.2018
RPA Designation - CEBS
International Foundation of Employee Benefit Plans
01.2009
License Certificate - Branch Managers License
Investment Funds Institute of Canada
Ontario06.2007
AIRC - Insurance and Regulatory Compliance
Life Office Management Association
01.2006
License Certificate - CIFC License
Investment Funds Institute of Canada
Ontario05.2005
Skills
Process Development and Improvement
Team Leadership and Performance Management
Adaptability, Flexibility and Collaboration
Culture Champion
Professional Volunteer Experience
- CRM Ambassador Committee, 01/01/18, Present, Lead since 2023
- CAP Guideline Review Committee, 06/01/23, Present
- Stewardship Committee, 05/01/10, Present
- GRS Field and Operations Working Groups 1&2, 06/01/24, Present
- National Education Strategy Committee, 2017, 2018
Community Volunteering
United Way - SWO team lead - since 2010
Food For Life - volunteer since 2023
Mark Preece House - since 2015
Brain Injury Association - Halton Chapter - since 2020
Timeline
Regional Manager, Client Service
Canada Life Workplace Solutions
06.2019 - Current
GRS Liaison
Great West Life
05.2018 - 06.2019
Client Relationship Manager
Great-West Life
12.2008 - 06.2019
Branch Compliance Analyst
Quadrus Investment Services Ltd.
07.2006 - 12.2008
Associate Quadrus Branch Manager
Freedom 55 Financial / London Life / Quadrus Investment Services
02.2006 - 07.2006
Branch Administrator / New Issue Management / Senior Sales Assistant
BMO Nesbitt Burns
01.1996 - 01.1998
Various positions
Financial Industry
01.1990 - 01.1996
GBA Designation - CEBS
International Foundation of Employee Benefit Plans
CEBS Designaion - CEBS
International Foundation of Employee Benefit Plans
RPA Designation - CEBS
International Foundation of Employee Benefit Plans
License Certificate - Branch Managers License
Investment Funds Institute of Canada
AIRC - Insurance and Regulatory Compliance
Life Office Management Association
License Certificate - CIFC License
Investment Funds Institute of Canada
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