Dante Torrisi

• Partner with clients to engage in financial planning and discovery conversations to better understand their financial and wealth management needs.
• Consult clients on Schwab's financial solutions and planning tools.
• Provide education and recommendations regarding financial planning and investment topics specifically focused around retirement planning, investment planning, education planning, banking, lending and credit management as well as insurance and risk management.
• Recommend and subsequently enroll clients into managed based solutions based on the client's individual plan and personal needs.
• Demonstrate the value and importance of partnering with an investment professional, regarding planning and investment needs as their financial circumstances evolve over time.

• Deliver unparalleled value, excellent service, and provide a positive client experience.
• Additional responsibilities include servicing self-directed and managed customer accounts, such as individual, retirement, charitable, and estate accounts. Uncover additional business development opportunities including lead generation and call campaigns.

• Validates impacts to mutual fund NAVs, Mils, and Yields to ensure shareholder accounts are valued accurately while protecting the organization's reputation. 
• Responsible for maintaining the proper valuation of the books and records for all Canadian mutual funds within the Fidelity Investments family of Retail and Institutional products.

• Cross-functional mobility program designed to give experience in client facing and operational support roles.
• Provide customer service via phones and email communication.
• Mentor new associates as they began their career at the company

Launch Program - Relationship Management

• Selected from the program to advance into the relationship management role.
• The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for leading, educating, resolving client issues, establishing relationships and meeting the needs of both Plan Sponsors and Advisors.