Summary
Overview
Work History
Education
Skills
Degrees
Awards Recognitions Volunteer Work
Timeline
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Scott Trimm

Toronto,Ontario

Summary

I bring over 30 years of industry experience as a seasoned financial service sales professional. I strive to put every effort into building and fostering solid relationships in the advisor channel, key decision-makers, and COIs. I have done this through years of partnering effectively, earning trust, and supporting my firm's efforts and my clients. I wish to continue my career in sales and highlight my proven ability and bring my proven ability and the ROI I can deliver. I have been recognized and awarded for outstanding performance, work ethic, and ability, not only by meeting and exceeding my firm's goals but also my clients' needs. This is evidenced by my proven ability to attract new clients, which drove growth rates and kept an elevated level of asset retention with both new and existing relationships. Throughout my industry experience, I have always been driven to be the best that I can be, to quote, “When you love what you do, you will never work a day in your life.” I am a supporter, a mentor, and a continual student of the industry. I am confident that I can replicate this success with your firm, and that together, we can achieve our shared goals.

Overview

21
21
years of professional experience

Work History

Managing Director of Sales

Arrow Capital Management
Toronto
06.2018 - 11.2023
  • Introduce new relationships to the firm via my contacts throughout Ontario
  • Grew inherited book of nine million to 250 million over 2 years. It ended with a book of three hundred million in assets
  • Provide top service to clients by addressing questions and providing weekly updates
  • Provide solutions to clients’ current objectives
  • Sought to recruit new portfolio managers to Arrow as well as seek out firms to acquire on a mutually beneficial basis
  • Highest ever sales for fiscal year and fastest growth rate of new supporters

Regional Sales Manager

Sentry Investments
Toronto, Ontario
05.2013 - 10.2017
  • Partnered with advisors in the Barrie/Collingwood area and the Kitchener/Waterloo region to help highlight the firm and, through a consultative sales process, work on the advisor's needs and how the firm and I can help
  • Collaborating with my team regarding new opportunities, follow-up, roadshows, branch meetings, client events, and portfolio management visits
  • Fulfill required measures outside of sales target as in meetings done, completed KYA, rotation, and focus lists
  • Achieved the fastest asset growth rate and number of new clients to the firm. In addition, I had the 2nd highest attendance for national roadshow with only 2 weeks to do so.

Regional Sales Manager

Franklin Templeton Investments
09.2002 - 04.2012
  • Collaborating with financial advisors in southwestern Ontario to help them streamline their business and function as a consultant in their practice
  • Running firm-supported events and client events to help promote the efforts of the advisors I work with
  • Effectively rotating through my territory with one-on-one meetings and branch meetings
  • Lead team on focus areas and events
  • Focus on achieving sales targets passed on by RVP
  • Took territory to a top-performing area in Canada for several years, and was awarded, in 2008, for having the fastest achievement of the annual target for the company in 4 months.
  • Rookie of the year in 2004, top sales in 07,08,09,10. Largest single-day ticket and net sales for the company. Proudly ranked top 5 globally.

Education

Charted Investment Management (CIM) -

CSI
01.2003

Canadian Options Course -

CSI
01.1996

Master of Arts -

University of Toronto
01.1993

Canadian Securities Course -

CSI
01.1992

Bachelor of Science -

University of Toronto
01.1991

Skills

  • Business development
  • Sales leadership
  • Client relationships
  • Solutions sales
  • Consultative sales
  • Communication skills
  • Alternative Investments Knowledge
  • Investment sales
  • Meeting and exceeding sales goals
  • Retention strategies
  • Relationship building
  • Strategic planning

Degrees

  • BSc
  • MA
  • CIM

Awards Recognitions Volunteer Work

  • Sleep out for the homeless, 01/01/19
  • York Region Food bank, 01/01/04 - current
  • Commendation for Brave Conduct – Medal of Bravery, 01/01/23

Timeline

Managing Director of Sales

Arrow Capital Management
06.2018 - 11.2023

Regional Sales Manager

Sentry Investments
05.2013 - 10.2017

Regional Sales Manager

Franklin Templeton Investments
09.2002 - 04.2012

Charted Investment Management (CIM) -

CSI

Canadian Options Course -

CSI

Master of Arts -

University of Toronto

Canadian Securities Course -

CSI

Bachelor of Science -

University of Toronto
Scott Trimm