Patrick Savoy
Beresford,NB
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
11
11
years of professional experience
Work History
Wealth Management Advisor
Scotia Mcleod
11.2023 - Current
- Increased assets under management by consistently acquiring new high-net-worth clients through targeted marketing efforts and referrals.
- Spearheaded the creation of marketing materials to showcase the team''s expertise and value proposition, attracting new clients and strengthening relationships with existing ones.
- Evaluated clients' financial status to provide recommendations and suggestions on proper investments, debt management and insurance.
- Presented financial plans and investment recommendations to clients.
Bank Branch Manager
Scotiabank
01.2019 - 11.2023
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Generated financial and operational reports to assist management with business strategy.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Implemented service improvements to enhance sales cycle.
- Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
- Analyzed business processes to identify cost savings and operational efficiencies.
Bank Branch Manager
Scotiabank
11.2017 - 01.2019
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Implemented service improvements to enhance sales cycle.
- Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
- Analyzed business processes to identify cost savings and operational efficiencies.
Financial Advisor
Scotiabank
08.2013 - 11.2017
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Education
Business Administration-Finance
La Cité Collégiale
Ottawa, ON04.2013
Skills
- Risk Assessment
- Debt management
- Customer Referrals
- Wealth Management
- Sales and Marketing
- Personal Financial Analysis
- Loans
- Financial Services
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Wealth Management Advisor
Scotia Mcleod
11.2023 - Current
Bank Branch Manager
Scotiabank
01.2019 - 11.2023
Bank Branch Manager
Scotiabank
11.2017 - 01.2019
Financial Advisor
Scotiabank
08.2013 - 11.2017
Business Administration-Finance
La Cité Collégiale
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