Affie Mobin
Senior Manager, Personal Digital Banking @Laurentian Bank
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WORK HISTORY
Senior Manager, Personal Digital Banking @Laurentian Bank
CA
Sponsor for the first digital offering in Canada to allow MFDA/AMF advisors to transact in ETFs, consisting of presentations to national regulators and national roll-out efforts (website: b2bbank.com/ds/etfs)• Creator of the first TFSA loan product in Canada offered by a major bank (consumer facing website: b2bbank.com/talktfsa)• Management of 2 product managers and ownership of the product roadmap and client experience for investment products; Secured lending, personal lending, ETFs and self-directed accounts (including sub products; group accounts, TFSAs, Discount Brokerage and Discretionary Managed accounts)• Responsible for product roadmap, client journey, pricing/P&L and cultivation of new distribution channels within the mandate of innovation of existing analog products to digital channels• Responsible for conducting market research, competitive reviews and developing business cases to ensure B2B Bank product lineup is appropriately positioned • Increased revenue by 17% with recent fee implementations across the self-directed account lineup• Ownership of 3 digital portals; Advisor portal (Advisor Access), consumer portal (Investor Access) and employer portal (Group Access) • Multi-year integration of 2 acquired companies; MRS Inc. and AGF Trust onto B2B Bank’s platform
EDUCATION
York University
Bachelor of Arts (BA)
University of Toronto - Rotman School of Management
MBA Essentials - Certificate Course
SKILLS
ABOUT AFFIE MOBIN
Financial services professional with a background in business development and product management, complemented with PMP certification.
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