Close Close Preview

Your amazing online presence is right this way.

Create your profile
Capture who you are, what you do, and where you're going. All in one place.

Tori Dakota Clarke

Tori Dakota Clarke

Client Service Specialist

National Bank Financial

I'm a finance geek living in Vancouver. I'm learning the ropes on how to be successful in a male dominated industry. I am most passionate about developing relationships with clients.

Message

2

Followers

MENU ☰

National Bank Financial

Client Service Specialist

Business Development
Travelled to China in 2011 and 2013 for the Asian Financial Forum in Hong Kong. Collaborating in International Business practices and exploring new Wealth Management opportunities, focusing on new asset growth. My knowledge base derived from key courses such as: Strategic Management, International Business Management, Organizational Consulting and New Enterprise Development.

New Accounts
Very familiar with the documentation and follow up actions required for opening new client accounts and client retention. Proactive approach to completion of a high volume of EFTs, Stock cert deposits, account documentation openings/updates & transfers Corporate/Estates/Trusts/International).

Brand Awareness and Marketing
Work with Compliance officer and Graphic designer on all marketing material and branding for the advisory team. Extensive experience arranging seminar speakers and organizing events start to finish. Knowledge of marketing platforms (Hearsay Social, Konversation).

Career medium 05
Career

How to know if you are ready to retire...this is a great checklist! Ask yourself - https://lnkd.in/eKQ7utw

Not sure whether you're ready to retire? If you can check off a number of things on this list, chances are you're ready.

10 signs youre ready to retire