Juli-Ann Perkins
Kitchener,ON
Summary
Accomplished leader with expertise in strategic planning and brand strategy, achieving 27% business growth at RBC Financial Group. Proficient in stakeholder engagement and communication, enhancing client loyalty and satisfaction. Demonstrated success in financial planning and operations management, utilizing negotiation skills to optimize processes and deliver impactful results.
Overview
36
36
years of professional experience
Work History
Owner
OCD For Hire
02.2011 - Current
- Developed business plan and pro forma statements to secure financing for Flanagan/Garrett Vineyard.
- Managed e-learning course development project, enhancing educational offerings for Real Human Being Inc.
- Coordinated project management consulting and mortgage underwriting services, streamlining processes in B2B setting.
- Completed bookkeeping and HST return preparation for artist management, ensuring accurate financial records.
- Created book outline and critical path for first draft of novel.
Marketing & Communications Coordinator
Cahill Financial Services
05.2010 - 02.2011
- Developed external communications and managed social media programs, boosting brand visibility and audience engagement.
- Led company re-naming, re-branding, and website development, aligning brand identity with company vision.
- Facilitated board meetings and community services for company owner, Kevin Cahill, enhancing stakeholder engagement.
Independent Commercial and Residential Mortgage Agent
Mortgage Intelligence
10.2008 - 07.2010
- Collaborated with 50+ institutional and private lenders to match clients with optimal mortgage products tailored to risk profiles and interest rate preferences.
- Advised clients on personalized mortgage and business financing options to meet unique financial goals.
- Assisted clients in selecting appropriate mortgage products aligned with individual requirements.
- Provided expert guidance throughout the mortgage application process for clients.
- Evaluated financial documents to ensure compliance with lending guidelines.
Director, Client Brand Strategies
Scribblers' Club
07.2005 - 10.2008
- Developed brand strategies and designed business processes, boosting client engagement for Scribblers' Club.
- Facilitated inter-team collaboration by promoting open communication channels to improve project outcomes.
- Managed human resources, negotiated quotes, and coordinated projects to enhance operational efficiency.
- Established vendor relationships to secure favorable terms for materials and services, optimizing procurement processes.
- Handled accounts receivable/accounts payable reconciliations and payroll, ensuring accurate financial reporting.
Practice Director
JSKH Dentistry
05.2001 - 07.2005
- Strategic planning and implementation of sales, operations, human resources, client relationships and risk management practices.
- Designed an integrated business planning process which engaged the team through an incentive program aligned with corporate business strategies leading to 34% profit increase for 2003; 29% profit increase for 2004.
- Executed fee increase over Provincial Fee Guide, maintaining client retention and supporting growth trends.
- Managed a corporate re-branding project including a web design that earned an iCON award for best multimedia website.
- Reduced employee turnover rate from 25% to 3% in first year.
- Managed accounts receivable/payable and payroll, preparing financial statements for accurate reporting to accountant.
- Communicated key accomplishments to stakeholders, highlighting organizational progress and strategic initiatives.
- Presented key achievements to stakeholders
Branch Manager
RBC Financial Group
01.1998 - 05.2001
- Managed financial oversight of assets exceeding $500 million.
- Executed strategic planning for sales and marketing initiatives, aligning efforts to drive measurable growth.
- Achieved 27% business volume growth through successful unit redesign efforts.
- Increased customer loyalty measures by 18% through reinstatement of teller services, enhancing customer experience.
- Set measurable targets for employee engagement and customer loyalty, improving service quality.
- Led performance initiatives through effective coaching and regular reviews, enhancing accountability.
- Mentored 30 team members on client loyalty strategies and compliance negotiations, strengthening team knowledge and capability.
- Facilitated training sessions on sales strategies and business development, boosting team effectiveness.
Financial Planner
RBC Financial Group
01.1996 - 01.1998
- Delivered tailored financial advice and relationship management to enhance loyalty among high net worth individuals.
- Developed and executed wealth management strategies aligned with clients' financial objectives.
- Implemented regular contact program to strengthen client relationships, enhancing retention and growth.
- Established third-party referral network to expand client base and leverage new business opportunities.
Account Manager
RBC Financial Group
Guelph, ON
01.1991 - 01.1996
- Served as primary contact for client concerns, ensuring timely and effective resolutions.
- Resolved client inquiries and issues promptly to maintain service quality.
- Cultivated client relationships, resulting in increased satisfaction and loyalty.
- Managed multiple accounts concurrently, consistently meeting deadlines to enhance client satisfaction.
- Created presentations for client meetings, enabling clear and effective portfolio performance discussions.
- Educated clients on available financial products and services to promote informed decisions.
Customer Assistance Officer
RBC Financial Group
Guelph, ON
01.1990 - 01.1991
- Managed customer inquiries to provide timely support for financial products, resulting in improved customer satisfaction.
- Reviewed client documentation for accuracy and compliance with company policies, ensuring adherence to regulatory standards.
- Developed client engagement strategies that increased satisfaction metrics.
- Maintained current knowledge of financial regulations and industry best practices.
- Implemented new technologies to streamline processes and enhance productivity.
Education
Ontario Mortgage Agent Course - Financial Services
CAAMP
Toronto, ON10-2008
Personal Financial Planning Program-Honours Completion - CFP, PFP
Canadian Securities Institute
Toronto, ON09-1998
Investment Funds Unit Compliance Certification - Investment Services
Institute of Canadian Bankers
Toronto, ON08-1998
Investment Funds in Canada - Investment Services
Institute of Canadian Bankers
Toronto, ON05-1991
Skills
- Sales strategy development
- Brand strategy
- Business planning
- Financial planning
- Budget development
- Operations management
- Process optimization
- Stakeholder engagement
- Customer relationship management
- Sales oversight
- Sales leadership
- Talent development
- Staff management
- Effective communication
- Negotiation skills
- Conflict resolution
- Team collaboration
- Organizational skills
Training
- High Impact Presentations
- Reaching the Women's Market
- Coaching for High Performance
- Quality People, Quality Leadership
- Managing Sales Professionals
- Enhancing Sales Performance
- Fundamentals of Professional Selling
- Investment Funds Sales Management
- Situational Communication
- Situational Leadership
Volunteer Experience
- Toastmasters: Concordia Toastmasters Group
- Guelph Hillside Festival: Banking Volunteer
- Kitchener Family and Children's Services HotShots Road Hockey Tournament Organizer
- Kitchener Downtown Mudpuppy Chase (10km Road Race) Co-Founder/Organizer
- Women Who Mean Business - Networking Female Entrepreneurs founding member
- Junior Achievement Banking Program Advisor
- Junior Achievement-Program Facilitator-Economics of Staying in School
- United Way-Campaign Coordinator for Wellington Region
Athletic Achievements
- 2013 Big Sur International Marathon
- 2012 Scotiabank Waterfront Marathon
- 2005 Chicago Marathon
- 2004 Scotiabank Waterfront Marathon
- 2003 Boston Marathon
- 2003 Peterborough 1/2 Ironman Triathlon
- 2002 New York Marathon
- 2002 Ottawa Marathon
Timeline
Owner
OCD For Hire
02.2011 - Current
Marketing & Communications Coordinator
Cahill Financial Services
05.2010 - 02.2011
Independent Commercial and Residential Mortgage Agent
Mortgage Intelligence
10.2008 - 07.2010
Director, Client Brand Strategies
Scribblers' Club
07.2005 - 10.2008
Practice Director
JSKH Dentistry
05.2001 - 07.2005
Branch Manager
RBC Financial Group
01.1998 - 05.2001
Financial Planner
RBC Financial Group
01.1996 - 01.1998
Account Manager
RBC Financial Group
01.1991 - 01.1996
Customer Assistance Officer
RBC Financial Group
01.1990 - 01.1991
Ontario Mortgage Agent Course - Financial Services
CAAMP
Personal Financial Planning Program-Honours Completion - CFP, PFP
Canadian Securities Institute
Investment Funds Unit Compliance Certification - Investment Services
Institute of Canadian Bankers
Investment Funds in Canada - Investment Services
Institute of Canadian Bankers