JEFFREY ELFORD
Financial Advisor
Durham,ON
Summary
With over thirty years of experience in the Financial Services and Insurance Industry, I have a proven history of success in the area of Sales, Human Resource Management, and Change Management. Many of my successes are a result of my developed strengths such as, a strategic thinker, planner, able to execute key strategies to drive profitable results, excellent communicator, and strong interpersonal skills.
Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Financial Advisor, Owner
Jeff Elford Insurance and Financial Services – The Cooperators
12.1991 - 07.2019
- Independent owner of a general insurance and financial planning firm with The Cooperators
- Responsible for the development of a long term vision and sales culture
- Recruiting, training and the development of a team of professional insurance/financial Advisors
- Implementing sales activities as required to produce superior sales results
- Development and implementation of financial plans to guide clients as they move closer to achieving their financial security
- Effective utilization of human resources in order to capitalize on individual strengths
Branch Manager
Victoria and Grey Trust Co.
05.1984 - 12.1991
- Entered the financial services business as a management trainee in Orillia 1984
- Promoted rapidly to the level of Branch Manager at the age of 27 – one of the youngest managers to be appointed by Senior Management
- Responsible for the management of savings & loans, mortgages, estate and trust services, investment and retirement planning
- Recruited, Developed and coached a team of ambitious customer service representatives
- Various locations over the term of employment
Education
Honors Diploma - Agricultural Business Management
University of Guelph (Formerly Centralia College of Agricultural Technology)
01.1981
Certified Financial Planner Designation - undefined
01.2005
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
Certification
- Certified Financial Planner (CFP)
- Mutual Fund License- 1995 to 2020
- OTL license – 1991 to 2020
- Life Licensed – 1991 to current
Accomplishments
- Executive Builder Qualifier - 4 times – top 5% of sales force Most recent award in 2015
- Regional Builder Qualifier – 16 times – (top tier of sales for Ontario) Most recent award in 2016
- #1 Wealth Producer Nationally in 2014 & 2015 Most Profitable office nationally in 2010
- Appointed as Spiritual Care Provider at Durham Medical Clinic 2015 to 2020
Languages
English
Full Professional
Interests
Woodworking using Scroll Saw Patterns to prepare unique pieces of Art
Research and utilize artificial intelligence relating to Robotics for use in Home maintenance ( Lawn Care, Pool maintenance)
Provide neighbours with lawn and property maintenance while they are away on extended vacations, including; lawn, garden care and snow removal
Training a 1st Generation Irish Doodle Cross Dog to provide companionship and love to less fortunate in society Copper has visited Chapman House - Palliative care unit while my father was ill He has accompanied me during visits to a Retirement Home and provided support to seniors needing companionship Training continues; he is now 4 years old
Timeline
Financial Advisor, Owner
Jeff Elford Insurance and Financial Services – The Cooperators
12.1991 - 07.2019
Branch Manager
Victoria and Grey Trust Co.
05.1984 - 12.1991
Certified Financial Planner Designation - undefined
Honors Diploma - Agricultural Business Management
University of Guelph (Formerly Centralia College of Agricultural Technology)
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