Daniel Garcia, Pl. Fin

Daniel Garcia, Pl. Fin Email and Phone Number

Financial Planner at National Bank of Canada @ National Bank of Canada
Daniel Garcia, Pl. Fin's Location
Greater Montreal Metropolitan Area, Canada
About Daniel Garcia, Pl. Fin

About Me.I am a passionate finance background professional with over ten years experience in the banking industry. Results oriented with a solid track record of achievements on sales targets. Problem solving, strategic thinking, and financial management skills. I am very enthusiastic, driven by giving a truthful customer service and experience. And someone that performs well under pressure.

Daniel Garcia, Pl. Fin's Current Company Details
National Bank of Canada

National Bank Of Canada

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Financial Planner at National Bank of Canada
Daniel Garcia, Pl. Fin Work Experience Details
  • National Bank Of Canada
    Financial Planner
    National Bank Of Canada Jul 2020 - Present
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  • National Bank Of Canada
    Personal Banker
    National Bank Of Canada Mar 2015 - Dec 2016
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  • National Bank Of Canada
    Personal Banking Advisor
    National Bank Of Canada Jan 2010 - Feb 2015
    I conduct in-depth reviews of clients’ financial circumstances, current provision and future aims by designing financial strategiesAssist clients in the planning and arrangement of their financial affairs, such as savings, retirement necessities, credit solutions, insurance options, tax treatment, among othersHelp clients to define their investor profile to find the best investment solution for their needs and objectives
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  • Scotiabank
    Customer Service
    Scotiabank Jan 2009 - Dec 2009
    Supported and assisted client’s day-to-day banking needs by giving them an accurate, efficient, and professional serviceUnderstood clients’ financial needs and perform a quick analysis to recommend the best solution for their requirements. Gave clients precise initial information regarding mortgage rates, loans, and investmentsSupported Financial Advisors when dealing with Spanish speaking clients by acting as an intermediary Gave creative ideas to attract new prospects that could become clients for the bank
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Daniel Garcia, Pl. Fin Education Details

Frequently Asked Questions about Daniel Garcia, Pl. Fin

What company does Daniel Garcia, Pl. Fin work for?

Daniel Garcia, Pl. Fin works for National Bank Of Canada

What is Daniel Garcia, Pl. Fin's role at the current company?

Daniel Garcia, Pl. Fin's current role is Financial Planner at National Bank of Canada.

What schools did Daniel Garcia, Pl. Fin attend?

Daniel Garcia, Pl. Fin attended Concordia University, Mcgill University.

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