Michael OBrien
Calgary,AB
Summary
Dynamic Business Development Specialist and Senior Wealth Advisor with a proven track record driving revenue growth and expanding assets under management. Expert in relationship management and business analytics, fostering client loyalty through tailored financial strategies and innovative educational initiatives. Life long learner and educator of financial literacy.
Overview
25
25
years of professional experience
Work History
Business Development Specialist /Senior Wealth Advisor
OP Elite Wealth (Raymond James Ltd)
11.2017 - Current
- Developed and executed strategic sales plans, resulting in increased revenue and profitability for the company. Grew assets under management from $80 million to $250 million in seven years.
- Expanded client base by identifying and targeting new business opportunities through market research and analysis.
- Fostered lasting relationships with high net worth clients through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Established long-term partnerships with key centers of influence, fostering trust and collaboration for mutual success.
Lecturer of Personal Finance
University of Calgary, Calgary, Alberta
04.2002 - 04.2020
- Instructed Foundations of Personal Financial Management Courses at the University of Calgary two semesters per year for 18 years.
- Topics included Personal Financial Planing, Debt Management, Retirement and Pensions, Investments, Taxation, Estate Planning, Wills and Directives.
- Increased student interest by incorporating real-world examples into lessons and connecting material to relevant experiences.
- Developed and implemented innovative teaching strategies to engage students in lectures and coursework.
- Instructed comprehensive retirement seminars for University of Calgary management and staff members annually.
Senior Wealth Advisor
RBC Dominion Securities
04.2012 - 11.2017
- Managed a client base of high net worth individuals. Conducting periodic portfolio reviews and making appropriate adjustments based on market conditions and client objectives.
- Enhanced client experience by providing tailored wealth management strategies and solutions.
- Developed comprehensive financial plans for clients, addressing their unique needs and goals.
- Delivered holistic financial planning and retirement services to high-net-worth clients.
- Led educational seminars on various financial topics, including assisting clients in navigating major life events such as job loss, retirement and inheritance.
- Increased assets under management by 155% through proactive client outreach and relationship building.
Senior Wealth Advisor
Bolder Investment Group
05.2008 - 04.2012
- Grew assets by 130% in a four year period by building strong relationships with estate planning attorneys, CPAs, and other professionals to ensure seamless coordination of clients'' financial affairs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Advised clients on investments, retirement and estate planning.
Senior Wealth Advisor / Branch Manager
Canadian Wealth Management Ltd
02.2000 - 04.2008
- Spearheaded initiatives aimed at growing the firm''s clientele base through targeted marketing campaigns and referrals from satisfied customers. Increased client assets by 165%
- Maintained a deep understanding of industry regulations, ensuring full compliance with all applicable laws and guidelines while providing expert advice to clients.
- Educated clients on financial topics and best practices.
- Presented financial plans and investment recommendations to clients.
Education
BBA - Banking And Finance
Memorial University of Newfoundland
St John's, NFCertified Financial Planner - Financial Planning
FP Canada Inc
Toronto, ONPortfolio Manager - Accounting And Finance
Canadian Securities Institute
Toronto, ONSkills
- Educator
- Business Analytics
- Revenue growth
- Relationship management
- Customer relationship management
Timeline
Business Development Specialist /Senior Wealth Advisor
OP Elite Wealth (Raymond James Ltd)
11.2017 - Current
Senior Wealth Advisor
RBC Dominion Securities
04.2012 - 11.2017
Senior Wealth Advisor
Bolder Investment Group
05.2008 - 04.2012
Lecturer of Personal Finance
University of Calgary, Calgary, Alberta
04.2002 - 04.2020
Senior Wealth Advisor / Branch Manager
Canadian Wealth Management Ltd
02.2000 - 04.2008
BBA - Banking And Finance
Memorial University of Newfoundland
Certified Financial Planner - Financial Planning
FP Canada Inc
Portfolio Manager - Accounting And Finance
Canadian Securities Institute
Similar Profiles
Rachel McLaughlinRachel McLaughlin
Client Services Associate at SageSpring Wealth Partners/Raymond JamesClient Services Associate at SageSpring Wealth Partners/Raymond James
Jennifer BolesJennifer Boles
Senior Registered Client Associate / Client Services Manager at LeVoir Wealth Management / Raymond James FinancialSenior Registered Client Associate / Client Services Manager at LeVoir Wealth Management / Raymond James Financial
Kian KnutsonKian Knutson
Branch Intern Associate at Raymond James, Waters Wealth ManagementBranch Intern Associate at Raymond James, Waters Wealth Management
Charles LetourneauCharles Letourneau
Dishwasher at PadmanadiDishwasher at Padmanadi
Rajbir Singh DhillonRajbir Singh Dhillon
Director of Operations at Whiterock Immigration SolutionsDirector of Operations at Whiterock Immigration Solutions