STEPHAN LAVOIE
Sainte-Julie,QC
Summary
Talented bilingual Vice President with excellent customer service and analytics skills coupled with more than 7 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives. Results-driven with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Vice President - Private Wealth Solutions
Trez Capital
05.2023 - 06.2023
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Developed sales strategy based on research of consumer buying trends and market conditions.
Regional Vice-President, Capital Raising
Trez Capital
04.2019 - 05.2023
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Worked to develop network by identifying and pursuing new leads, attending industry events, and building rapport with clients.
- Was responsible for nearly $350mm raised over the course of almost 6 years for both open-ended and closed-ended strategies.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Regional Sales Manager
Trez Capital
01.2017 - 04.2019
- Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
- Developed and maintained positive relationships with clients in assigned sales territories.
- Participated in sales calls with direct reports to strengthen customer relationships and uncover possible opportunities for growth.
- Generated detailed sales reports and forecasts to analyze performance and track progress.
Sales Support Representative
CI Investments
02.2016 - 01.2017
- Performed data entry for sales figures, metrics and other client data.
- Responded to client inquiries for scheduling of meetings, sales appointments and order status follow-up.
- Managed administrative duties of sales team as required, effectively anticipating and meeting day-to-day operational needs.
Financial Service Specialist
CI Investments
11.2015 - 02.2016
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Collaborated with staff members to enhance customer service experience and exceed team goals through effective client satisfaction rates.
Bilingual Financial Service Representative
CI Investments
01.2015 - 11.2015
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Communicated with clients regarding account services, statements, and balances.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Education
Bachelor of Commerce, Honours -
University of Guelph
Guelph, ON02.2015
Skills
- New Business Development
- CRM Platforms
- Account and Territory Management
- Strategic Planning
- Team Collaboration
- Customer Service
- Raising Capital
- Marketing Strategies
- Client Meetings
Certification
Canadian Securities Course - Canadian Securities Institute
Timeline
Vice President - Private Wealth Solutions
Trez Capital
05.2023 - 06.2023
Regional Vice-President, Capital Raising
Trez Capital
04.2019 - 05.2023
Regional Sales Manager
Trez Capital
01.2017 - 04.2019
Sales Support Representative
CI Investments
02.2016 - 01.2017
Financial Service Specialist
CI Investments
11.2015 - 02.2016
Bilingual Financial Service Representative
CI Investments
01.2015 - 11.2015
Bachelor of Commerce, Honours -
University of Guelph
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