Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Tine Jensen

North Vancouver,BC

Summary

Regional Lending Referral Partnership Manager with extensive knowledge on how financial and insurance advisors run their business and why the referral program is a benefit to their success in that business. With over 16 years experience in finance, being able to create and develop relationships is crucial to my accomplishments over time.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Regional Lending Referral Partnership Manager

BMO Specialized Sales Group
02.2023 - Current
  • Develops relationships with financial and insurance advisors for successful collaboration and long-term partnership growth.
  • Conducts monthly touchpoints with partners (VPMSs, RVPs) to assess progress against goals, adjusting strategies as needed to drive success.
  • Presents BMO's Referral Program at different dealers to ensure advisors were aware of the program and how it works.
  • Facilitates Masterclasses on the Referral Program for Mortgage Specialists that are new to BMO or underperforming
  • Help grow Mortgage Specialists' participation in the referral program by introducing them to new advisors

Internal Sales Representative

BMO Global Asset Management
11.2012 - 02.2023
  • Provided sales support to IIROC and MFDA advisors on BMO's suite of Mutual Funds, Exchange Traded Funds and Guaranteed Investment Funds
  • Cultivated advisor channel through ongoing relationship-building, high service levels and responsiveness
  • Provided solutions and prompt feedback to advisors to assist in the growth of their client's portfolios
  • Prospected and evaluate calls in order to determine any opportunities for client growth
  • Maintained high activity levels, and solid partnerships with wholesaling team members, in a collaborative effort
  • Presented online and in person on BMO's products
  • Organized and maintained schedule of other team members.

Account Manager

RBC
03.2010 - 11.2012
  • Opened personal and business accounts for retail clients
  • Advised and open investment accounts that best suit a client's need
  • Invested in RBC Mutual Funds for qualified clients
  • Assessed and approved applications with designated lending authority for credit cards, loans and mortgages for qualified clients
  • Opened RBC Direct Investing accounts for knowledgeable and willing clients.

Education

Diploma of Technology - Financial Management

British Columbia Institute of Technology
Burnaby, BC
05.2008

General Studies -

Capilano University
North Vancouver, BC
12.2005

Skills

  • Client Service and Assistance
  • Relationship building over phone and in person
  • Product Knowledge
  • In person and online presenting
  • Ability to work independently and collaboratively
  • Proficient in Microsoft programs

Certification

  • Completion of Canadian Securities Course
  • Completion of Professional Financial Planning Course

Timeline

Regional Lending Referral Partnership Manager

BMO Specialized Sales Group
02.2023 - Current

Internal Sales Representative

BMO Global Asset Management
11.2012 - 02.2023

Account Manager

RBC
03.2010 - 11.2012

Diploma of Technology - Financial Management

British Columbia Institute of Technology

General Studies -

Capilano University
  • Completion of Canadian Securities Course
  • Completion of Professional Financial Planning Course

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Tine Jensen