Ryan Hooper

- Drafted comprehensive financial plan to offer recommendations and supporting data.

-Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.

- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.

- Partnered with branch partners such as Nesbit Burns, Retail, Mortgage, and Commerical to drive results

- 2 time conference of the stars attendee (trending for 3rd as of now - 2nd in GOA)

- 2 time NB Leadership Award winner (voted by peers on my team)

- Built a portfolio from scratch of high net worth clients including clients with over $100,000 in investable assets and clients with high lending needs

- Assisted these clients by building customized financial plans and providing solutions based on planning

- Provided advice and assisted in clients day to day banking (ie accounts, credit cards, loans, ect)

-Partnered with Wood Gundy to refer high net worth clients and put them in the right offer

-Partnered with mortgage partners to help clients with their home ownership needs

- Involved in the community and being a part of events (ie business after 5, local festivals, ect)

- 2 time quarterly achiever award

- Dealt with branch clients under $100,000 in investable assets, with their day to day banking, lending needs and investments

- Worked with branch partners on referrals to Imperial Service and Private Wealth

- Partnered with mortgage specialist's to help clients with mortgage needs

- Helped client's settling estates

- 4 time quarterly achiever award

- Top in mutual fund sales for the region in 2014

-Partnered with Financial Service Representatives to book appointments

-Called clients to book appointments for financial service reps

-Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.

-Responded to customer requests for products, services, and company information.