Carissa Seguin

Vice President, Advisor Experience @Ppi

Calgary, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2024 — Present

Vice President, Advisor Experience @Ppi

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CA

EDUCATION

1994 — 1997

Beaverlodge Regional Highschool

High School Diploma

1997 — 1998

Vanguard College

Leaders in Frontline Training Certificate

2021 — 2024

Dalhousie University

Master of Business Administration - MBA

2018 — 2020

University of Calgary

Certificate in Change Management

2012 — 2023

Advocis Banff School

Alumni

SKILLS

Fixed AnnuitiesCritical IllnessTeam LeadershipWealthInvestmentsFinancial PlannersPensionsLeadership DevelopmentWealth ManagementDisability InsuranceOrganizational EffectivenessRetirement PlanningTeam ManagementInsuranceOrganizational LeadershipEstate PlanningFinancial AdvisoryMutual FundsRetirementStrategic Financial PlanningFinancial PlanningFinancial ServicesManagementLife Insurance

ABOUT CARISSA SEGUIN

As the Vice-President of Advisor Experience at PPI, I am on a mission to make every advisor interaction seamless and unforgettable. With a passion for innovation and a knack for strategic thinking, I lead our efforts to ensure that advisors have the right support at the right time, every time. My Journey: Over 25 years ago I started in the financial industry taking on increasingly challenging roles including being an owner of a successful Managing General Agency. Fast forward to today, my focus is on enhancing the advisor experience, ensuring that PPI remains their trusted source in the ever-evolving financial services landscape. What I Do: • Develop and execute strategies to meet the needs of our advisor segments. • Ensure our value proposition for advisors is robust and relevant. • Lead the charge in delivering consistent and impactful programs and training. • Collaborate with various teams to drive advisor engagement, performance, and loyalty. Fun Facts: • I thrive on new experiences and quickly adapt to changes. • I am a firm believer in the power of listening and understanding different perspectives. • I love networking and building relationships with professionals across the industry. Let\'s Connect: Whether you\'re an advisor looking to enhance your practice or a fellow industry professional, I\'d love to connect and explore how we can drive success together!

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Carissa Seguin — Vice President, Advisor Experience at Ppi in Calgary, AB, CA | Unifers