Tami Macdonell
Summary
Dynamic Financial Advisor with IG Wealth Management, adept at relationship building and providing tailored investment advice. Proven track record in retirement planning and risk assessment, successfully increasing assets under management through strategic client engagement. Recognized for analytical thinking and delivering customized financial solutions that empower clients to achieve their long-term goals.
Overview
42
42
years of professional experience
Work History
Financial Advisor
IG Wealth Management
07.2006 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
- Facilitated new client onboarding process and investment account setup.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Delivered strategic investment advice for individual and corporate clients.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
- Implemented risk management strategies for clients, protecting their assets from market volatility.
- Assisted clients in achieving their financial objectives by recommending appropriate insurance coverages.
- Customized investment portfolios to align with changes in clients' financial situations, maintaining optimal performance.
- Provided estate planning advice, assisting clients in securing their financial legacy.
- Monitored legislative changes impacting financial planning, ensuring clients remained compliant while optimizing financial strategies.
- Facilitated financial literacy workshops, empowering clients with knowledge to make informed decisions.
- Increased assets under management through targeted business development efforts.
- Led financial planning seminars, attracting potential clients through expert knowledge sharing.
Departmental Sales Manager
Sears Canada Inc
09.1999 - 12.2004
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.
- Attended industry events and conventions to expain sales opportunities.
- Assisted in recruiting top talent for the sales team, contributing to a high-performing work environment.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
Commission Sales Representative
Sears Canada Inc
06.1994 - 09.1999
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Fostered collaborative environment, sharing best practices among sales team.
- Exceeded sales targets through effective planning and goal setting.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
Regional Portrait Studio Manager
CPI Corporation
10.1988 - 06.1994
- Collaborated with senior leadership on studio-wide initiatives aimed at enhancing overall performance metrics across key areas such as sales growth, customer satisfaction, and employee engagement.
- Enhanced team productivity by providing clear expectations, guidance, and constructive feedback to staff members.
- Led monthly team meetings focused on celebrating successes, identifying areas for improvement, sharing best practices, and discussing upcoming studio events or promotions.
- Maintained a clean and organized workspace, ensuring a professional environment for both staff and clients at all times.
- Promoted a positive work culture by fostering open communication channels among team members, leading to higher employee morale and increased retention rates.
- Oversaw training programs for new hires, ensuring they were fully prepared to deliver exceptional service in line with the studio''s standards of excellence.
- Conducted regular performance evaluations, setting goals for individual growth and recognizing outstanding achievements of team members.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Established team priorities, maintained schedules and monitored performance.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Developed detailed plans based on broad guidance and direction.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Managed senior-level personnel working in marketing and sales capacities.
Portrait Studio Manager
CPI Corporation
08.1985 - 06.1988
- Enhanced team productivity by providing clear expectations, guidance, and constructive feedback to staff members.
- Improved overall efficiency with rigorous inventory management, ordering supplies only when necessary to minimize waste.
- Conducted regular performance evaluations, setting goals for individual growth and recognizing outstanding achievements of team members.
- Increased client satisfaction by implementing efficient scheduling systems and streamlining studio processes.
- Expanded the studio''s service offerings by researching industry trends and incorporating popular photography styles into portfolios.
- Developed strong relationships with clients through excellent communication skills and attentive customer service.
- Adopted new technologies and software into daily operations, streamlining workflows while maintaining the highest standards of quality control in all aspects of production.
- Led monthly team meetings focused on celebrating successes, identifying areas for improvement, sharing best practices, and discussing upcoming studio events or promotions.
- Collaborated with senior leadership on studio-wide initiatives aimed at enhancing overall performance metrics across key areas such as sales growth, customer satisfaction, and employee engagement.
- Ensured timely delivery of finished products to clients by closely monitoring production timelines and addressing potential delays proactively.
- Coordinated staff schedules to optimize coverage during peak hours and provide ample opportunity for team development activities.
- Developed strong relationships with clients to encourage repeat business and referrals.
- Oversaw training programs for new hires, ensuring they were fully prepared to deliver exceptional service in line with the studio''s standards of excellence.
Assistant Manager
Wendy's Restaurants
08.1983 - 08.1985
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
Education
Mutual Fund Licensing, Insurance Licensing - Mutual Funds ,EFT ,Insurance And Estate Planning
IFIC
Vancouver, BC07-2006
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Critical thinking
- Retirement planning
- Debt management
- Sales and marketing
- Risk assessment
- Client relations
- Banking
- Insurance planning
- Long-term care planning
- Education funding
Accomplishments
Numerous company awards for sales performance,client acquisition as well as new advisor acquisition
Timeline
Financial Advisor
IG Wealth Management
07.2006 - Current
Departmental Sales Manager
Sears Canada Inc
09.1999 - 12.2004
Commission Sales Representative
Sears Canada Inc
06.1994 - 09.1999
Regional Portrait Studio Manager
CPI Corporation
10.1988 - 06.1994
Portrait Studio Manager
CPI Corporation
08.1985 - 06.1988
Assistant Manager
Wendy's Restaurants
08.1983 - 08.1985
Mutual Fund Licensing, Insurance Licensing - Mutual Funds ,EFT ,Insurance And Estate Planning
IFIC
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