Michael Stinton
Calgary,AB
Summary
Results-driven financial sales professional with a proven track record of cultivating and nurturing relationships with current and potential clients. Collaborative team player with a strong grasp of industry trends and product knowledge, enabling successful investment strategies. Adheres to established protocols for precision and trustworthiness, while also being a skilled team leader engaging with colleagues across all levels to drive organizational objectives. Thrives in fast-paced, competitive settings, leveraging innovative problem-solving abilities and leadership acumen for optimal outcomes.
Overview
21
21
years of professional experience
1
1
Certification
Work History
District Vice President
Fidelity Investments
01.2016 - Current
- Six-time Award of Distinction winner with Fidelity for achievement in Net Sales, Prospecting & Year over Year improvement;
- Managing a territory comprised of $2.5 billion Fidelity assets consisting of: 60% Brokers, 40% Planners across Alberta;
- Increased territory breadth to include over forty additional $1 million net supporters;
- Utilizing solid market and financial resources to reinforce recommendations to existing and prospective advisors;
- Offering detailed, solution based selling strategies to meet advisor's needs;
- Monitoring markets and adjusting advisors plans as needed to most effectively meet their client's needs and expectations;
- Preparing and delivering investor and advisor seminars on a multitude of financial topics;
- Identifying problems areas within portfolios, analyzing risk and providing solutions accordingly;
- Establishing networks of center of influence to bring in new advisors;
- Managing and training two direct reports on executing the territorial strategic sales plan.
District Sales Associate
Fidelity Investments
12.2012 - 01.2016
- Proactively cultivated new business and uncovered sales opportunities within a geographic territory;
- Provided in-depth knowledge of financial markets, Fidelity products & services and their competitive landscape of Investment products;
- Prospected new business and cross sold a variety of products and solutions;
- Provided value-add creative thinking and marketing support to assist advisors in growing their business and client base;
- Brought territorial net sales to a positive $128 million from a negative position two years prior;
- Increased net sales by 102% year over year resulting in the Award of Distinction at Fidelity;
- Completed Fidelity's WDP (Wholesaler Development Program) in 2015.
Financial Services Representative
CIBC
05.2012 - 11.2012
- Assisted clients in numerous financial functions including investing and lending;
- Developed relationships with clients both in person and over the phone;
- Provided financial planning strategies to help strengthen client's financial positions;
- Handled objections and completed sales for both personal and small business clients;
- Proactively contacted clients by phone to identify potential client needs and schedule consult appointments as necessary;
- Resolved clients' problems with a high sense of urgency and referred them to other specialists as was necessary;
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Financial Consultant
Investors Group
01.2012 - 05.2012
- Gained valuable foundational industry knowledge and developed an understanding for a vast array of financial products;
- Established strong communication and customer service skills by interacting with clients.
- Recommended specific investments to help clients meet financial goals.
- Collaborated with clients to develop customized investment portfolios.
Hockey Instructor
NSA (National Sports Academy)
01.2007 - 01.2010
- Taught skill camps one on one and also with groups;
- Coached and managed practice sessions with groups;
- Mentored young athletes.
- Collaborated with coaching staff to devise strategic game plans that led to more victories.
- Developed strong communication skills with players and parents, fostering a supportive and inclusive environment.
- Evaluated player performance during games and practices, providing constructive feedback for improvement.
Hockey Instructor/Trainer
Calgary Hockey Development
01.2004 - 01.2010
- Engaged in creative problem solving with schedules, training and managing parent expectations on a daily basis;
- Developed and honed coaching and mentorship skills as a role model for the young athletes.
- Increased player skill development by introducing innovative training techniques and drills.
Education
Bachelor of Applied Financial Services - Financial Services
Mount Royal University
Calgary, AB06.2012
Bachelor of Applied Financial Services - Financial Services
Irvine Valley College
Irvine, California06.2011
Skills
- Effective negotiator
- Resourceful problem solver
- Effective decision maker
- Strong sales expertise
- Team leadership
- Financial oversight proficiency
- Strong organizational skills
- Experience in capital market analysis
- Comprehensive understanding of mutual fund, ETF and Private products
- Business strategy development
Certification
- CSC (Canadian Securities License)
- LLQP (Life Licensing Qualification Program through Advocis)
- Completed four courses for the CFP (Canadian Federal Planning) designation. Final exams remain to be completed.
- Pursuing CIM (Chartered Investment Management Designation)
Timeline
District Vice President
Fidelity Investments
01.2016 - Current
District Sales Associate
Fidelity Investments
12.2012 - 01.2016
Financial Services Representative
CIBC
05.2012 - 11.2012
Financial Consultant
Investors Group
01.2012 - 05.2012
Hockey Instructor
NSA (National Sports Academy)
01.2007 - 01.2010
Hockey Instructor/Trainer
Calgary Hockey Development
01.2004 - 01.2010
Bachelor of Applied Financial Services - Financial Services
Irvine Valley College
Bachelor of Applied Financial Services - Financial Services
Mount Royal University
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