Kyle Vieira
Financial Planning Assosiate
Talent
Barrie, OntarioMember since March 15, 2023
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About
- Prepare financial reports and presentations for planners to present to clients
- Help clients understand complex situations and becoming a main point of contact for questions
- Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
- Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
- Update planners on any regulations and best practices to provide high quality service to clients
- Assist in marketing and business development efforts, such as organizing client events and networking.
- Trained and mentored future associates
Experience
- Prepare financial reports and presentations for planners to present to clients
- Help clients understand complex situations and become a main point of contact for questions
- Collaborate with other professionals like Estate representatives and Mutual Funds team to offer seamless service
- Built and maintained relationships with clients, including managing client communication and maintaining accurate records and documentation.
- Update planners on any regulations and best practices to provide high quality service to clients
- Assist in marketing and business development efforts, such as organizing client events and networking.
- Trained and mentored future associates
Education
Business Management at Georgian College
