beBee background
Professionals
>
Accounting / Finance
>
Toronto
Paula Lopes

Paula Lopes

Client Focused, Relationship Manager

Accounting / Finance

Toronto, Ontario

Social

About Paula Lopes:

Resilient, client-focused leader skilled at engaging and inspiring excellence in high-performing teams to provide exemplary wealth management services and connect high-net-worth (HNW) clients with suitable products. 

Innovative, detail-oriented strategic thinker who leverages in-depth product knowledge and exceeds client objectives by creating value-added plans with a focus on risk minimization

Empathetic relationship builder with the ability to collaborate across functional teams (Advisors, Marketing, Operations, Legal, Compliance) to support operational changes, and deliver holistic solutions 

Experience

A Leader, manage 50+ client accounts and lead 5 direct reports (4 Senior Account Managers, 1 Analyst); leverage compliance and technical expertise in financial planning, private wealth solutions, and asset and risk management to advance operational and sales initiatives and serve the HNW segment. Business lead on operational side

Education

eCornell Certificate in Strategic Management

Fellow of the Canadian Securities Institute

Partners, Directors and Officers Course

Canadian Investment Management Certificate

International Relations Specialist, B. Honours, UofT

Professionals in the same Accounting / Finance sector as Paula Lopes

Professionals from different sectors near Toronto, Ontario

See professionals near Toronto, Ontario

Other users who are called Paula

Jobs near Toronto, Ontario

  • Blazesoft

    VIP Customer Support Representative

    Found in: Talent CA C2 - 5 days ago

    Blazesoft Vaughan, Canada

    Job Description · Location: Concord, Ontario, Canada (In-Office Position) · Company Overview: · Join our dynamic and innovative gaming company that's passionate about creating immersive and cutting-edge gaming experiences. We pride ourselves on a culture of creativity, collaborat ...

  • Scarborough Health Network

    Environmental Service Representative

    Found in: Talent CA C2 - 1 day ago

    Scarborough Health Network Toronto, Canada Part time

    Across our three hospitals · and eight satellite sites, Scarborough Health Network (SHN) is shaping the future of care. Our many programs and services are designed around the needs of one of Canada's most vibrant and diverse communities. We are home to North America's largest ne ...

  • GTT, LLC

    Senior QA Specialist

    Found in: Talent CA C2 - 6 hours ago

    GTT, LLC Toronto, Canada Contract

    Senior QA Specialist (Hybrid) · Job Responsibilities:Senior QA Specialist provides advice on the testing strategy, test plans, the selection of testing tools, and the identification of resources required for testing · Plans and organizes testing efforts for large systems in Graph ...

See jobs in Toronto, Ontario