Sales

BRUCE GILBOORD

** *********** ***. *******, *******, M3H2A4 416-***-**** *****.********@*****.***

WORK EXPERIENCE

Financial Advisor

Over 10 years, Sun life Financial,

Built a practice with about

o$10,000,000 in assets under management,

o$500,000,000 in insurance

o600 clients.

Contact prospective customers to present information and explain available services.

Determine customers' financial services needs and prepare proposals to sell services that address these needs.

Monitor Investment performance and periodically recommend "course correction."

Tribunal Member

Office of the Commissioner of Review Tribunals, Canada Pension Plan (CPP)/Old Age Security (OAS), Ottawa, Toronto

Researched and analyzed medical files, laws, regulations, policies, and precedent decisions to prepare for hearings and to determine conclusions.

Conducted hearings to review and decide claims regarding social program eligibility.

Ruled on exceptions, motions, and admissibility of evidence.

Determined existence and amount of liability according to current laws, administrative and judicial precedents, and available evidence.

Monitored and directed the activities of hearings to ensure that they are conducted fairly and that courts administer justice while safeguarding the legal rights of all involved parties.

Authorized payment of valid claims.

Explained to claimants how they can appeal rulings that go against them.

Prepared written opinions and decisions.

Political Consultant

2000 – Present, Various Campaigns, offices and positions

Held office as President and Vice-President of local Riding (Electoral District) association.

Sought and vetted candidates.

Plan and develop programs, agendas, budgets, and services according to candidates’ requirements.

Develop marketing campaigns for local election candidates.

Plan or direct development or communication of political campaigns at election time.

Organize and coordinate volunteers

Establish or maintain cooperative relationships with representatives of community, employee, or public interest groups.

Raised funds and organized related events

Plan or conduct market or public opinion research to test local issues, concerns, weaknesses and strengths to determine particular messages for each sub-community. Communicating results to candidate and Executive committee.

Plan or direct development or communication to maintain favorable voter perceptions of local candidates’ platform.

Study the objectives, promotional policies of competing candidates.

Respond to requests for information from the media or designate an appropriate spokesperson or information source.

Develop plans or materials to communicate activities undertaken by the Party that are beneficial to the environment, public safety, or other important social issues.

Confer with production personnel to produce or coordinate production of “at the door" literature and lawn signs etc.

Purchase advertising space or time as required promoting client's product or agenda.

Arrange public appearances, debates for candidates to increase awareness and to promote goodwill.

Organize registration of event participants.

Coach candidates in effective communication with the public, donors and volunteers.

Meet with sponsors and organizing committees to plan scope and format of events, to establish and monitor budgets, or to review administrative procedures and event progress.

Inspect event facilities to ensure that they conform to customer requirements.

Confer with staff at a chosen event site to coordinate details.

Monitor event activities to ensure compliance with applicable regulations and laws, satisfaction of participants, and resolution of any problems that arise.

Review event bills for accuracy, and approve payment.

Arrange the availability of audio-visual equipment, transportation, displays, and other event needs.

Maintain records of event aspects, including financial details.

Conduct post-event evaluations to determine how future events could be improved.

Read trade publications, attend seminars, and consult with other meeting professionals to keep abreast of meeting management standards and trends.

EDUCATION

York University

Life Underwriters Association of Canada, Toronto

The Investment Funds Institute of Canada, Toronto

American College and Canadian Association of Insurance and Financial Advisors, Toronto. The (RHU) ® designation is for professional financial advisers who specialize in living benefits, including income replacement and risk management, critical illness, long-term care, and group benefits. It is Canada’s premier credential in health insurance.

ADDITIONAL SKILLS

Microsoft Office, Word, Excel, etc. Windows 10, Dragon Software, IPad, IPhone etc.

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