beBee background
Professionals
>
Barrie
Kyle Vieira

Kyle Vieira

Financial Planning Assosiate

Upper Management / Consulting

Barrie, Ontario

Social

About Kyle Vieira:

  • 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 

Professionals in the same Upper Management / Consulting sector as Kyle Vieira

Professionals from different sectors near Barrie, Ontario

Other users who are called Kyle

Jobs near Barrie, Ontario

  • Work in company

    Financial Planner, Branch Network

    Scotiabank

    Join a purpose driven winning team committed to results in an inclusive and high-performing culture as a Financial Planner in our retail branch network. · ...

    Aurora, ON

    3 weeks ago

  • Work in company

    Urban farm manager

    GoodWork Environmental Jobs

    The Financial Manager ensures that our financial systems, financial operations, and reporting are accurate, efficient, · timely, · and aligned with best practices for Canadian charities, · while supporting the organization's conservation mission.Lead the development of the annual ...

    Orillia, Ontario

    1 month ago

  • Work in company

    Senior Financial Advisor

    Scotiabank

    Join apurpose driven winning team, committed to results,in an inclusive and high-performing culture. · Taking proactive approach to discovering our customer needs, listening to understand what they are asking for · Educating our customers, providing relevant insights and expert a ...

    Barrie

    1 month ago

See jobs in Barrie, Ontario