Ted Dean
Wasaga Beach,ON
Summary
Accomplished Senior Financial Advisor with a proven track record at Scotia bank, adept in wealth management, mortgage and financial planning. Leveraged expertise in Sales Force and Excel and exceptional verbal communication to exceed client expectations, fostering long-term relationships and achieving significant portfolio growth. Demonstrated resilience and strategic thinking in navigating complex financial landscapes, ensuring client satisfaction and loyalty.
Overview
27
27
years of professional experience
Work History
Senior Financial Advisor
Scotiabank
10.2018 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients in understanding the long term implications of different mortgage options, empowering them to make informed financial decisions.
- Facilitated new client onboarding process and investment account setup.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, mortgage brokers and real estate agents.
- Managing relationships in book of business through Sales Force.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Assisted clients with financial planning to meet financial goals.
Financial Advisor
RBC Insurance
04.2017 - 10.2018
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Financial Advisor
Desjardins Financial Security
03.2016 - 04.2017
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
Financial Security Advisor
London Life
02.2014 - 03.2016
- Successfully resolved complex client concerns, fostering trust in advisor expertise and commitment to exceptional service delivery.
- Analyzed clients'' financial situations to identify opportunities for growth and risk mitigation.
- Enhanced client satisfaction by providing personalized financial security advice and solutions.
- Managed a diverse portfolio of clients, adapting services to address unique requirements and preferences.
- Conducted regular reviews of clients'' portfolios to ensure alignment with changing circumstances or objectives.
Owner
Platinum Poultry Ltd
01.1998 - 02.2014
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Trained and motivated employees to perform daily business functions.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Managed financial aspects of the business, including budgeting, financial reporting, and tax preparation.
- Established a positive workplace culture that fostered employee engagement, collaboration, and loyalty.
Education
Financial Planning
Canadian Insitute of Financial Planning
Toronto, ON02-2019
Skills
- Microsoft Excel
- Sales Force
- Anti-money laundering
- Verbal and written communication
- Know your customer
- Sales and marketing
- Mutual funds
- Insurance decisions
Accomplishments
Top Performer- 2019-2025 (based on overachieving team and personal goals)
2025- 1st quarter- Top 10%
2024- 1st quarter- Top 25%
- 2nd quarter-Top 10%
- 3rd quarter- Top 25%
2023- 1st quarter- Top 25%
- 2nd quarter-Top 10%
-3rd quarter- Top 25%
2022-1st quarter- Top 25%
-2nd quarter- Top 10%
-4th quarter- Top 25%
2019-2022- Top performer 3/4 quarters
Languages
English
Professional Working
Timeline
Senior Financial Advisor
Scotiabank
10.2018 - Current
Financial Advisor
RBC Insurance
04.2017 - 10.2018
Financial Advisor
Desjardins Financial Security
03.2016 - 04.2017
Financial Security Advisor
London Life
02.2014 - 03.2016
Owner
Platinum Poultry Ltd
01.1998 - 02.2014
Financial Planning
Canadian Insitute of Financial Planning
Similar Profiles
Shaundae EbanksShaundae Ebanks
Scotiabank Intern at ScotiabankScotiabank Intern at Scotiabank
Raquel JohnRaquel John
Senior Customer Care Advisor-Social Media at ScotiabankSenior Customer Care Advisor-Social Media at Scotiabank
Meaghan TurnerMeaghan Turner
Financial Advisor at ScotiabankFinancial Advisor at Scotiabank
Kevin LevyKevin Levy
Director, Commercial Card Solutions, Global Transaction Banking, North America at ScotiabankDirector, Commercial Card Solutions, Global Transaction Banking, North America at Scotiabank
Ho Kha Vy VoHo Kha Vy Vo
Pharmacy Assistant at Shoppers Drug MartPharmacy Assistant at Shoppers Drug Mart