Head, National Sales, CSV Lending @ (February 2021 - June 2025)
Senior BDM, CSV Line of Credit @ (February 2019 - February 2021)
Business Development Manager @ (December 2017 - October 2018)
Sales Consultant, Insurance @ (January 2013 - May 2017)
Business Development Manager @ BMO Life Assurance Company (January 2010 - January 2012)
Business Development Manager @ (January 2008 - January 2009)
VP, Sales @ (January 2005 - January 2008)
Regional Sales @ (January 2004 - January 2005)
Full Service Investments @ BMO Nesbitt Burns (January 2000 - January 2004)
Michael Pilz Education
Huron University College
BA (Economics and Political Science)
1994-1999
Candian Securities Institute
FCSI, FMA
Seneca College
(Life Licence Qualification Program)
The Investment Funds Institute of Canada
Michael Pilz Skills
Sales
Strategic Financial Planning
Strategy
Retirement Planning
CRM
Portfolio Management
Wealth Management
Securities
Sales Management
Insurance
Financial Planning
Equities
Business Development
Asset Management
Territory Growth/Development
Fixed Income
ETFs
Financial Services
Asset Managment
Estate Tax Planning
Disability Insurance
Critical Illness
Whole Life Insurance
Salesforce.com
Territory
Strategic Planning
Segregated Funds
Underwriting
Universal Life
Advisor Development
Life Insurance
Mutual Funds
Charitable Giving
Investment Strategies
Written And Oral Presentations
Coaching
Strategic Financial
Client Focus
Michael Pilz Summary
Michael Pilz, based in Toronto, ON, CA, is currently a Director, Insurance Lending at Care Lending Group. Michael Pilz brings experience from previous roles at Equitable Bank, HomeEquity Bank and Great-West Life. Michael Pilz holds a 1994 - 1999 BA in Economics and Political Science @ Huron University College. With a robust skill set that includes Sales, Strategic Financial Planning, Strategy, Retirement Planning, CRM and more. Michael Pilz has 1 emails on RocketReach.
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