James O'Connell, Individual Insurance Advisor

James has built a robust career in   financial services, excelling in financial planning with a focus on insurance and investments. Beginning with a foundation in sales and client relations, he has expertise in life insurance, disability coverage, and investment portfolios. James provides tailored solutions for clients from simple insurance needs to complex estate planning strategies. His analytical skills and market insights help guide clients through different insurance options to obtain well-balanced portfolios. Dedicated to financial education, James simplifies complex concepts and empowers clients to make informed decisions that enhance their financial well-being.

PROFESSIONAL EXPERIENCE

Most recently, James was a Senior Manager at RBC Insurance where he helped drive growth and revenue in central Canada by overseeing sales operations and maintaining strategic partnerships. Previous to his role at RBC, he was Regional Sales Manager at Humania Assurance and a Business Development Specialist at Qualified Financial Services where he supported brokers with complex insurance cases. James also previously held an advisor role at Sun Life Financial where he provided personalized insurance and investment proposals for group pension and benefit plans. In each role, James has demonstrated a commitment to excellence by leveraging his skills to provide optimal financial outcomes for clients and contributing to their success.

EDUCATION

Bachelors of Commerce, McMaster University

PROFESSIONAL DESIGNATIONS

· Chartered Investment Manager, Canadian Securities Institute

· Member of Advocis, Board member for the Toronto Chapter