Patrick Matta
Senior Advisor, Business Development & Strategies @Desjardins
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WORK HISTORY
Senior Advisor, Business Development & Strategies @Desjardins
Ottawa, ON, CA
Development of skills & competences for financial security advisors within the Desjardins Financial Independant Networks and Desjardins Financial Security Investments, in all the areas of Eastern (ON), Atlantic( NS) & West Canada market ( BC, AB, MB, SK) • Implementing strategies & action plans to reach Desjardins & partner\'s respective goals and targets in career development through the delivery of specialized and up-to-date training programs. • Expanding partnership & collaboration with DFSIN ( Desjardins financial security independant network) and DFSI ( Desjardins financial security investments ) partners on the financial aspects/ compliance/ services/products through best practices of training & positive growth of the present and future workforce. • Analyzing workforce needs & managing expectations for Desjardins financial security independant centers in cooperation with their respective managing teams using business intelligence softwares. • Organizing and taking part at events in order to present new ideas & way of doing things for training programs to our partners as well as insure our profound commitment to always bring state of the art solutions to the table. • Building active relationships with partners like professionnal associations & educationnal institutions. • Utilizing performance tools such as PowerBI to observe and conduct analysis on the performance of networks. • Working continuously towards the success of both the Desjardins group and the financial centers of DFSI / DFSIN. • Leadership role in the coordination of all business development activities throughout DFSIN/DFSI and SFL wealth management ( Quebec )networks. • Speaker/ Animator in events such as new financial advisors recruits day.
EDUCATION
HEC Montréal
Master of Science - MS, E-Commerce/Electronic Commerce, Msc
Université de Montréal
1 Certificates (Minor), Criminology & Sociology, Minor/Certificate
École des sciences de la gestion (ESG UQAM)
Bachelor's Degree (B.A.A), Business Administration and Management, General, Bachelor of Business Administration ,specialized in Hotel & Restaurant Mgt.
ABOUT PATRICK MATTA
Part of my journey with the Desjardins group has been to continuously perform at high level, always keeping in mind client needs as well as deepest collaboration & communication with our partners to reach highest success. I am currently a Senior Advisor in Business Development & Strategies for Desjardins Network & Skills Development team for the Eastern (ON), Atlantic( NS) & West Canada market ( BC, AB, SK, MB ), as well as SFL wealth management ( QC),working closely on building bestest relationships with our primary partners ( Desjardins financial security independant networks, Desjardins financial security investments), providing them with our expertise & knowledge on coaching, advices, skills development, and performance driving in association with other professionnal & educationnal institutions, in order to achieve continuous & prosperous expansion of our success story working along each other. Growing our community & relationships while promoting a respectful, sustainable and prosperous environnement are part of my daily tasks.\" If it doesn\'t challenge you, it doesn\'t change you \"- Fred Devito
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