Summary
Overview
Work History
Education
Skills
Languages
Generic

Ron Walsh

Marketing and investment professional
Shelburne,ON

Summary

Seasoned marketing and investment professional with a proven track record of award-wining campaigns driving investment sales and customer acquisition. Committed partner to Product teams, sales leaders, and executives to translate business needs into strategic marketing plans. Keen observer of industry trends and developments, ensuring relevant and impactful campaign design.

Overview

18
18
years of professional experience

Work History

Marketing Manager

Bank Of Montreal
07.2018 - 06.2024
  • Devised sales and product launch campaigns for mutual funds, GICs, and ETFs.
  • Worked closely with agency and creative partners on email, digital, and out-of-home marketing.
  • Created customer-facing marketing collateral and offer terms and conditions.
  • Optimized website content for improved search engine rankings and increased web traffic.
  • Mentored junior team members, providing guidance and support to foster professional growth and skill development.
  • Created and managed social media campaigns to increase brand engagement, including Twitter chat that trended #1 in Canada.
  • Served as SME on audit preparations for Wealth Marketing teams.


Assistant Marketing Manager

Bank Of Montreal
01.2014 - 06.2018
  • Developed and implemented campaigns to drive mutual funds and GIC sales and brand awareness.
  • Achieved greater reach using BMO's proprietary channels alongside digital, social media, and out-of-home marketing.
  • Designed tools to improve processes, including budget management and performance reporting to executives.
  • Analyzed and presented sales data, trends and competitive intelligence to senior leaders.
  • Developed communications plans, seminar content, and reference materials to support sales force.
  • Expanded scope of offers, resulting in large sales increases.
  • Performed SWOT analyses to identify and address pain points and opportunities.

Client Services Associate

Fiera Capital Corporation
04.2013 - 12.2013
  • Assistant to portfolio manager for high net-worth clients.
  • Served as primary bilingual point of contact for retail clients by phone, email, and in-person, fostering long-term relationships and loyalty.
  • Worked closely with a Operations for daily administration and account transactions.
  • Created marketing material to support sales outreach.

Client Services and Sales Associate

Fiera Capital Corporation
03.2012 - 04.2013


  • Provided tailored guidance on suitability of investments based on clients' objectives and risk tolerance.
  • Strategized and implemented projects to build relationships with investment advisors and cross-sell mutual funds and alternative investments.
  • Presented weekly market research to Sales VP (lists of investment advisors, ranked by strength of ongoing relationships and perceived likelihood of further sales)
  • Created comprehensive reference materials on mutual funds for employee use during calls with advisors and clients.
  • Implemented marketing campaigns directed at investment advisors.

Bilingual Financial Services Representative

CI Investments
11.2010 - 03.2012
  • Provided information on client accounts holding mutual funds and other products to investment advisors, dealer head offices, and clients in English and French.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Provided support for transactions in client portfolios.
  • Shared marketing materials and other information with advisors and clients.
  • Served as primary point of contact for clients seeking service in Cantonese.


Pension Processing Assistant

Aon Hewitt
02.2008 - 10.2010
  • Calculated pension benefits and prepared retirement and termination pension packages.
  • Produced annual statements and prepared tax receipts for plan members.
  • Performed French-English and English-French translation.
  • Updated database with plan member information.
  • Assisted in pension plan valuations and data reconciliations.
  • Maintained knowledge of regulatory environment and legislation to ensure compliance.
  • Handled multiple simultaneous projects efficiently, effectively managing resources and time allocation to meet tight deadlines successfully.


Bilingual Customer Service Associate

Aon Hewitt
01.2006 - 01.2008
  • Provided bilingual service to members of pension, insurance, savings, and health plans for several large organizations.
  • Handled high-volume calls, effectively and professionally addressing plan member needs.
  • Increased efficiency by helping to create employee training and reference materials.
  • Maintained accurate records of interactions with plan members.
  • Trained new personnel regarding company operations and services.

Education

Canadian Securities Institute
Toronto, ON

Chartered Alternative Investment Association

Bachelor of Arts - History

York University (Glendon College)
Toronto, ON
05.2004

Skills

  • Mutual funds and term investments
  • Alternative and responsible investments
  • Marketing campaigns
  • Python and MS Office, with advanced Excel
  • Content development and copywriting
  • Digital and social media marketing
  • Competitive intelligence and market research
  • Finance and budget management

Languages

French
Full Professional
Chinese (Cantonese)
Professional Working
Chinese (Mandarin)
Limited Working

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Ron WalshMarketing and investment professional