Marketha Letemplier
Winnipeg Beach,MB
Summary
Accomplished Financial Advisor at TD Canada Trust, adept in investment advice and excelling in relationship building, significantly enhanced client financial portfolios through tailored strategies. Leveraged expertise in retirement planning and stock market insights, establishing and nurturing long-term client relationships. Demonstrated proficiency in banking and financial services, ensuring client satisfaction and loyalty.
Overview
37
37
years of professional experience
1
1
I'm still a very active person, with abundance of energy.
Work History
Financial Advisor
TD Canada Trust
1976.11 - 2013.10
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations
Education
Personnal Financial Advisor - Customer Experience Management
Institutions Of Canadian Bankers
Montreal, QC11.1998
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Retirement planning
- Stock market understanding
- Client Relations
- Banking
- Retirement needs
- Financial Services
- Budgeting advice
Languages
English/ French
Full Professional
Timeline
Financial Advisor
TD Canada Trust
1976.11 - 2013.10
Personnal Financial Advisor - Customer Experience Management
Institutions Of Canadian Bankers
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