Financial Advisor
TD Canada Trust
Calgary, AB
06.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Proactively contributed to marketing and communications efforts, boosting customer base and exceeding branch targets by 120%.
- Recruited, trained and mentored 5+ junior financial and support staff in total to generate ideas, share knowledge and grow firm.
