Scotiabank – Commercial Sales Excellence I

Scotiabank – Commercial Sales Excellence I

PROJECT February 2013 ~ October 2014 My Roles ~ Facilitator, Coach Scotiabank Commercial Sales Excellence I This was a full-day, simulation-based component of a program that was delivered to all Relationship Managers in the Core and Growth groups of Scotia...
Scotiabank – Commercial Sales Excellence I

Scotiabank – Discover Program

PROJECT January 2014 ~ October 2014 My Roles ~ Facilitator, Coach Scotiabank Discover Program I was one of six lead facilitators for this nation-wide, full-day training program that was delivered to the bank’s 4500+ financial advisors. I helped participants...
Scotiabank – Commercial Sales Excellence I

Scotiabank – Commercial Sales Excellence II

PROJECT November 2013 ~ March 2014 My Roles ~ Facilitator, Coach Scotiabank Commercial Sales Excellence II This was a full-day, simulation-based component of the Sales Excellence II program, which was delivered to all Relationship Managers in the Structured Group of...
Scotiabank – Commercial Sales Excellence I

Scotiabank – Bridging the Conversation

PROJECT July 2011 ~ February 2012 My Roles ~ Facilitator, Coach Scotiabank Bridging the Conversation I helped financial advisors learn how to build stronger client relationships and uncover more of their financial needs. Project Lead:  playsthatwork...