Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Syd Collymore

Ottawa

Summary

Dynamic Senior Financial Advisor with over ten years experience, a proven track record, specializing in wealth management and client relationship building. Expert in developing tailored financial strategies and mentoring teams, driving operational efficiency, and enhancing client satisfaction. Skilled in portfolio management and conflict resolution, consistently delivering optimal investment returns while minimizing risks.

Overview

24
24
years of professional experience

Work History

Senior Financial Advisor

Scotiabank
12.2017 - Current
  • Developed customized financial strategies aligning with clients' goals and risk tolerance.
  • Mentored junior advisors on investment products and client relationship management.
  • Analyzed market trends to guide clients in making informed investment decisions.
  • Conducted comprehensive portfolio reviews, identifying opportunities for enhancements and diversification.
  • Collaborated with cross-functional teams to deliver integrated financial solutions to clients.
  • Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
  • Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
  • Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.

Division Director

IG Wealth Management
07.2016 - 09.2017
  • Directed strategic initiatives to enhance operational efficiency across division.
  • Led cross-functional teams to implement process improvements and drive project success.
  • Developed and executed division-wide strategies, aligning with organizational goals.
  • Mentored team members, fostering professional growth and enhancing overall performance.
  • Established key performance indicators to measure division effectiveness and drive accountability.
  • Trained staff and provided successful techniques to improve overall service to customers.
  • Facilitated knowledge sharing within the division by organizing regular workshops, trainings, and team-building activities that promoted continuous learning and improvement.

Division Director3

IG Wealth Management
05.2011 - 07.2016
  • Analyzed market trends to inform decision-making and capitalize on emerging opportunities.
  • Streamlined communication channels between departments, improving collaboration and information flow. Produced [Number reports per week to analyze job performance against team goals.
  • Drove innovation within the division by fostering a culture of open feedback, creative thinking, and calculated risk-taking among team members.
  • Mentored junior staff members, fostering professional growth and building a strong talent pipeline for future leadership positions in the division.
  • Built partnerships with other divisions to leverage collective strengths in developing comprehensive solutions for clients'' needs.
  • Improved division productivity by streamlining processes and implementing new project management tools.
  • Managed the division''s long-term strategy, aligning goals with the wider organization to ensure a cohesive approach to achieving shared objectives.
  • Promoted diversity within the division workforce by recruiting top talent from diverse backgrounds and championing inclusive policies.
  • Trained and guided team members to maintain high productivity and performance metrics.

Manager

Gap Inc, Old Navy
07.2001 - 06.2009
  • Streamlined operational processes to enhance efficiency and reduce downtime.
  • Led cross-functional teams to implement strategic initiatives aligned with organizational goals.
  • Developed training programs for staff, improving team performance and knowledge retention.
  • Established key performance indicators to monitor project progress and optimize resource allocation.
  • Coordinated budget management efforts, ensuring adherence to financial targets and cost control measures.
  • Managed and motivated 40 employees to be productive and engaged in work.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.

Education

Registered Financial And Retirement Advisor 1

CIFP
Ottawa, ON
05-2018

Registered Financial And Retirement Advisor II

CIFP
Ottawa, ON
08-2025

Branch Manager's Course

Investment Funds Institute Canada
Halifax, NS
06-2012

Mutual Fund

Investment Funds Institute Canada
Halifax, NS
05-2011

Mutual Funds

Investment Funds Institute Canada
Ottawa, ON
04-2025

Life Insurance License

Olivers Learning
Halifax, NS
06-2011

High School Diploma -

Laurentian High
Ottawa, ON

Skills

  • Verbal and written communication
  • Microsoft Word & Excel
  • Tax planning strategies
  • Training and coaching
  • Cash flow management
  • Sales and marketing
  • Referral networking
  • Insurance planning
  • Retirement planning
  • Portfolio management
  • Wealth management
  • Financial software
  • Financial planning
  • Relationship building and management
  • Analytical thinking
  • Conflict resolution
  • Pipeline management

Accomplishments

    Dave Salmon Award By IG wealth Managment

Languages

English
Full Professional

Timeline

Senior Financial Advisor

Scotiabank
12.2017 - Current

Division Director

IG Wealth Management
07.2016 - 09.2017

Division Director3

IG Wealth Management
05.2011 - 07.2016

Manager

Gap Inc, Old Navy
07.2001 - 06.2009

Registered Financial And Retirement Advisor 1

CIFP

Registered Financial And Retirement Advisor II

CIFP

Branch Manager's Course

Investment Funds Institute Canada

Mutual Fund

Investment Funds Institute Canada

Mutual Funds

Investment Funds Institute Canada

Life Insurance License

Olivers Learning

High School Diploma -

Laurentian High

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Syd Collymore