Ryan O'Leary
Dartmouth,NS
Summary
Self-directed Branch Manager with adaptability to meet changing operational needs. Energetic and resourceful professional, proficient in change management and team leadership. Innate sales abilities with a client centric focus.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Branch Manager
Scotiabank
11.2019 - Current
- Leading a team of professionals with a focus on client's financial wellbeing, while driving revenue to deliver on targets
- Build and develop a strong team relationship through motivating, coaching and support
- Broaden client relationships through advice and trust
Client Success Manager
Monkedia
04.2018 - 08.2019
- Business development - liaising with COI, NSBI, local universities, lawyers, accountants, and vendors
- Active participation in the recruitment and hiring process
- Leading the Customer Success Team through onboarding, training, and coaching
- Account management, direct client communication, strategy implementation, while taking a holistic approach to clients' business.
Inside Investment Specialist
Scotiabank
08.2017 - 04.2018
- Supporting Investment Specialist throughout Canada providing product, policy, and procedure enquiries
- Helping to close business by assisting in strategic planning and implementation of clients' financial plans.
Financial Advisor (FA4 - FA5 - FA6)
Scotiabank
09.2009 - 08.2017
- Drove new business with clients and prospects through developing a strong relationship built on a foundation of trust and advice.
Education
Bachelor of Commerce - double major in Marketing and Human Resource Management -
Saint Mary's University
Halifax, NS01.2007
Skills
- Coaching and Mentoring
- Relationship Building
- Customer Relationships
- Excellent time management skills
- Process Improvement
- Sales professional
Accomplishments
- Successfully navigated branch through transition to Client Advice Centre, while maximize customer satisfaction and loyalty ( increase in C-Pulse)
- Top 5 Branch – Best of the Best (2023)
- Top 3 Branch – Best of the Best (2021)
- Top Individual Performance – Best of the Best (2016)
Leadership Experience
Delivering performance through transparent communication to help set expectations, while providing support and collaboration. This successfully led our team at Dartmouth Main through the recent transition to a Client Advice Centre, while maintaining client loyalty and increasing satisfaction score via C-Pulse.
My commitment to coaching, and development has help to boost team engagement leading to a more positive environment, with a closer knit team.
Since stepping into the Branch Manager role in 2019 I have led two different teams to top 5 Best of the Best positions, through influencing the culture with a greater focus on wholistic planning for clients.
Affiliations
- Atlantic Regional Mentorship Program
Certification
- BCO – Branch Compliance Manager (2016)
- PFP – Personal Financial Planner Designation (2011)
- IFIC – Mutual Funds License (2007)
- LLQP – Insurance License (2007, no longer valid)
References
Available upon request.
Timeline
Branch Manager
Scotiabank
11.2019 - Current
Client Success Manager
Monkedia
04.2018 - 08.2019
Inside Investment Specialist
Scotiabank
08.2017 - 04.2018
Financial Advisor (FA4 - FA5 - FA6)
Scotiabank
09.2009 - 08.2017
Bachelor of Commerce - double major in Marketing and Human Resource Management -
Saint Mary's University
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