Internet Marketing
Resume:
DIANNA WILSON
Toronto, Ontario M1J 3N4
***********@******.*** • Mobile: 416-***-****
ENTREPRENEUR / CUSTOMER SERVICE / SALES / FINANCIAL CONSULTANT
Entrepreneur, Financial Consultant and Marketing Analyst in the investment industry Major strengths in
creativity, relationship building, prospecting and sales, customer service, on-line marketing initiatives,
new product promotion, and project management.
Areas of Expertise
Outstanding communicator, effectively building relationships with professionals and clients of diverse
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backgrounds and personalities; act as friendly and knowledgeable first point of contact and customer
service.
High degree of self-motivation; comfort with ambiguity in problem-solving.
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Flexibility, organizational and project management skills commensurate with prioritizing, managing
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and completing multiple projects concurrently.
Highly developed computer skills (MS Office Suite, MS Word, Excel and PowerPoint) with the
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aptitude to learning new systems.
Solid knowledge of Wealth Management products (mutual funds, segregated funds, GICs and
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annuities) and an understanding of local financial markets.
Professional Experience
SELF EMPLOYED – SCARBOROUGH, ONTARIO
Internet and Media Affiliate Marketing and Sales, 2010 to present
I offer my prospects six steps to marketing success which consists of:
1. That they have the decision to learn online marketing.
2. Help to learn what their target market is.
3. How to create win-win offers that give people what they are looking for.
4. How to build a list through a lead capture page.
5. How to generate traffic via Facebook, email solo ads or automated traffic sources.
6. Close sales and following up.
INVESTORS GROUP – TORONTO, ONTARIO
Consultant, 2007 to 2010
Delivered top-quality support in portfolio development and management for investment company serving
more than one million clients throughout Canada.
Communicated directly with diverse clients, acting as trusted source of information and key advisor for
development of financial plans to meet individual goals. Provided highly personalized service, from initial
consultation to ongoing follow-up, continually presenting customized solutions and recommendations.
Assist in initiating plans and ensuring completion of necessary documentation. Built long-lasting rapport
to foster continual business and promote positive company image.
Key Contribution:
• Held additional responsibility for performing marketing research for Division Director, providing
guidance for continual market expansion.
BMO NESBITT BURNS – TORONTO, ONTARIO
Marketing Analyst, 1994 to 2000
Played key role in comprehensive promotions planning for Managed Futures for Canada’s oldest bank
with 76 branches nationwide.
Developed and executed promotional initiatives to ensure market growth amongst financial advisors and
clients. Established standard on-line and e-business strategies as well as monitored alignment of marketing
initiatives with company vision.
Key Contribution:
• Formally recognized as Catalyst Club Honorary Member for excellence in supporting successful
achievement of financial goals.
Education
Bachelor of Science, Business Marketing UNIVERSITY OF PHOENIX, 2005
Professional Development
Mutual Funds Licensed (IFIC)
Sales Courses (Sandler Sales Institute; Million-Dollar Producer Boot Camp)
Groups and Associations
Rotary Club of Scarborough (2009)
The Scarborough Golf and Country Club – Curling Member
CIMA (Canadian Internet Marketing Association)
DSWA (Direct Selling Women’s Alliance)
Advocis
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