Meshach Scantlebury
Business Development Manager
Toronto,ON
Summary
Business Development Manager skilled in growing sales and improving stakeholder relations. Strategically-minded in capturing new business and leveraging dynamic market opportunities. Accomplished in exceeding targets with results-driven approach.
Overview
12
12
years of professional experience
Work History
Business Development Manager
Canadian Imperial Bank Of Commerce
Toronto , Ontario
06.2017 - Current
- Accountable for partnering with IIROC licensed advisors and advisory firms to position their business for success using innovative and reliable products, services and consultation.
- Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
- Developed and implemented favorable pricing structures balancing firm objectives against customer targets.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Successfully closed over 300 million in net new business for the firm in 2021 exceeding targets by more than 30 million.
- Responsible for managing an asset base north of 1 billion dollars.
Senior Financial Advisor
Scotiabank
Toronto , Ontarion I
09.2016 - 05.2017
- Contribute to the branch’s overall success through the management of a portfolio of 1200 clients comprised of high value clients and bank executives
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Engaged prospective clients in effort to build and develop new business opportunities.
- Exceeded sales goal by 164% during my short time in the positon.
Intermediate Financial Advisor
Scotiabank
Sudbury , Ontario
11.2015 - 08.2016
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Met 110% of my goal in my time in the role.
Associate Financial Advisor
Scotiabank
Sudbury , ON
06.2014 - 11.2015
- Contribute to the branch’s overall success by achieving the negotiated sales goals from branch traffic and bank generated sales leads.
- Primary source of business were walk in clients with less complex investment and credit needs.
- Delivered 200% sales to plan in the 3 months in the role, including 125% to plan on deposits and investments. Awarded numerous branch commendations for customer service
Education
Bachelor of Arts - Communication
Laurentian University
Greater Sudbury, ON 09.2011 - 05.2015
High School (French Immersion) -
Streetsville Secondary School
Mississauga, ON 09.2007 - 06.2011
Investment Funds In Canada -
Canadian Securities Institute
Toronto, ON 06.2015 - 09.2022
Canadian Securities Course -
Canadian Securities Institute
Toronto, ON 06.2017 - 12.2022
Skills
Relationship building and management
Timeline
Business Development Manager
Canadian Imperial Bank Of Commerce
06.2017 - Current
Canadian Securities Course -
Canadian Securities Institute
06.2017 - 12.2022
Senior Financial Advisor
Scotiabank
09.2016 - 05.2017
Intermediate Financial Advisor
Scotiabank
11.2015 - 08.2016
Investment Funds In Canada -
Canadian Securities Institute
06.2015 - 09.2022
Associate Financial Advisor
Scotiabank
06.2014 - 11.2015
Bachelor of Arts - Communication
Laurentian University
09.2011 - 05.2015
High School (French Immersion) -
Streetsville Secondary School
09.2007 - 06.2011
Similar Profiles
Jashan DhaliwalJashan Dhaliwal
Associate Financial Advisor at Canadian Imperial Bank of CommerceAssociate Financial Advisor at Canadian Imperial Bank of Commerce
Mehadi KalamMehadi Kalam
Internal Queue Specialist at Canadian Imperial Bank of Commerce (CIBC)Internal Queue Specialist at Canadian Imperial Bank of Commerce (CIBC)
Paul BaroudiPaul Baroudi
Universal Fraud Agent - Inbound Calls at Canadian Imperial Bank of Commerce (CIBC)Universal Fraud Agent - Inbound Calls at Canadian Imperial Bank of Commerce (CIBC)
Rajvir KaurRajvir Kaur
Associate Financial Advisor at CIBC (Canadian Imperial Bank of Commerce)Associate Financial Advisor at CIBC (Canadian Imperial Bank of Commerce)
Raven DodaRaven Doda
Veterinary Technician Extern at OVC HSC Large Animal WardsVeterinary Technician Extern at OVC HSC Large Animal Wards