SANDRA KAMSTRA
Ancaster,ON
Summary
Performance-driven Vice President with more than 29 years of sales and leadership experience in financial services. Passionate about applying excellent interpersonal and communication skills to manage and lead teams. Organized, sets clear goals with a focus on driving results, demonstrated record of success. Problem solver, innovative with high integrity and strong beliefs. Motivated by successful collaboration and the satisfaction of others.
Overview
22
22
years of professional experience
Work History
VP, WEALTH
Cooperators
07.2023 - 03.2024
- Cultivated high-performance culture within the organization by setting clear expectations for the sales team, providing regular feedback, and recognizing achievement.
- Spearheaded advisor acquisition efforts, successfully building value-add model to attract new AUM to the organization
- Built practice management, training and educational framework to drive proficiency and effective business models with advisors
- Aligned organizational objectives with company mission to increase growth in wealth AUM
- Established successful relationships with key partners to help leverage outside resources to support revenue growth
VP, HEAD NATIONAL SALES
Aviso Wealth/NEI
01.2020 - 03.2023
- Oversee team of 14 VPs/RSMs servicing Credit Unions across Canada
- Achieved 140% of sales targets in 2021/22 with over $3 Billion net sales in proprietary solutions
- Tripled sales with IIROC & MFDA licensed advisors over last 3 years
- Responsible for $5+ Billion in AUM of proprietary product platforms with 3000+ advisors
- Collaborate and execute on strategic initiatives across all business units and divisions internally and externally
- Built distribution model and sales strategy for National Sales Team
VP, HEAD of PRIVATE WEALTH
Credential Financial/Aviso Wealth
01.2012 - 01.2020
- Launched HNW financial services distribution nationally through Credit Unions
- Increased number of distribution relationships with Intermediary partners
- Engage business units internally and externally to elevate success of wealth strategies
- Led over $1 billion in sales of discretionary product within 3 years
- Monitored industry trends, keeping current on latest changes and competition in industry.
VP, NATIONAL DIRECTOR
Accretive Advsior
05.2009 - 12.2011
- Launched national financial services platform to enable access to 600+ of Canada’s top IAs
- Forged new relationships with key external stakeholders to establish new distribution channels
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
DIVISIONAL DIRECTOR / DIRECTOR NATIONAL ACCOUNTS
Russell Investments
08.2002 - 04.2009
- Strategic coaching, hiring, training and management of 10 Regional Directors
- Developed tactical sales plans for direct reports to support new product launches, campaigns and sales targets.
- Grew AUM from $4 billion to $7 billion in 15 months
- Built dealer servicing platform for key accounts expanding distribution to more than 10,000 financial advisors
Education
RIA/RIPC -
Responsible Investment Association
Toronto, ON2021
IIROC Registered Representative -
Canadian Securities Institute
Toronto, ON2016
CSC, CPH, PFP, WME, CIM -
Canadian Securities Institute
Toronto, ON1997
Bachelor of Arts - Major, Philosophy
University of Western Ontario
London, ON1993
Skills
- Wealth Product Distribution
- Strong Industry Relationships
- IIROC Licensed
- Investments & Insurance
- ESG/RI Expertise
- Women in Wealth Mentorship
- Integrity and Transparency
- Executive Leadership
- HNW Specialist
- Corporate Strategy and Development
- Cross-Functional Collaboration
- Team Coaching and Development
Timeline
VP, WEALTH
Cooperators
07.2023 - 03.2024
VP, HEAD NATIONAL SALES
Aviso Wealth/NEI
01.2020 - 03.2023
VP, HEAD of PRIVATE WEALTH
Credential Financial/Aviso Wealth
01.2012 - 01.2020
VP, NATIONAL DIRECTOR
Accretive Advsior
05.2009 - 12.2011
DIVISIONAL DIRECTOR / DIRECTOR NATIONAL ACCOUNTS
Russell Investments
08.2002 - 04.2009
RIA/RIPC -
Responsible Investment Association
IIROC Registered Representative -
Canadian Securities Institute
CSC, CPH, PFP, WME, CIM -
Canadian Securities Institute
Bachelor of Arts - Major, Philosophy
University of Western Ontario
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