Ethan Carr
Langley,British Columbia
Summary
Enthusiastic financial services professional, highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, real estate secured lending and investments.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
TD Canada Trust
09.2023 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Personal Banking Associate
TD Canada Trust
03.2023 - 09.2023
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Processed customer applications and approved loans in accordance with bank policy.
Customer Experience Associate
TD Canada Trust
01.2022 - 03.2023
- Asked customers questions to determine, verify and solve common problems.
- Addressed customer inquiries, concerns, and complaints by providing solutions and alternatives and followed up to confirm resolution.
- Delivered prompt service to prioritize customer needs.
- Trained new personnel regarding company operations, policies and services.
Education
Accounting And Finance
University of The Fraser Valley
Abbotsford, BC05.2022
Skills
- Pipeline Management
- Mutual Funds
- Client Relations
- Wealth Management
- Investment Advice
- Financial Goal Planning
Certification
Canadian Investment Funds Course (CIFC)
IFSE Institute
Timeline
Financial Advisor
TD Canada Trust
09.2023 - Current
Personal Banking Associate
TD Canada Trust
03.2023 - 09.2023
Customer Experience Associate
TD Canada Trust
01.2022 - 03.2023
Accounting And Finance
University of The Fraser Valley
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