David S. Macrae, Cfp®

David S. Macrae, Cfp® Email and Phone Number

Director, Sales Enablement @ Cambrian Credit Union
Winnipeg, MB, CA
David S. Macrae, Cfp®'s Location
Winnipeg, Manitoba, Canada, Canada
About David S. Macrae, Cfp®

Maintaining a positive personality + staying true to core values + a work ethic focused on being proactive = base formula that David adheres to in both his professional and personal life. David has quickly advanced his financial services career at Cambrian Credit Union and is now genuinely enjoying the dynamics of successfully leading a team in the very competitive industry of wealth management.

David S. Macrae, Cfp®'s Current Company Details
Cambrian Credit Union

Cambrian Credit Union

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Director, Sales Enablement
Winnipeg, MB, CA
Website:
cambrian.mb.ca
Employees:
249
David S. Macrae, Cfp® Work Experience Details
  • Cambrian Credit Union
    Director, Sales Enablement
    Cambrian Credit Union
    Winnipeg, Mb, Ca
    View
  • Cambrian Credit Union
    Director, Wealth & Advisory Services
    Cambrian Credit Union Oct 2012 - Present
    As Director, Wealth & Advisory Services, David is responsible for the ongoing growth and profitability of Cambrian’s wealth management department. In addition to achieving the sales and business objectives as defined in the annual business plan, focus is also on the development and performance management of the sales and support team. David is passionate in working with advisors to develop effective practice management techniques that result in the delivery of holistic advice and helping members prepare for and live comfortably in retirement.
    View
  • Cambrian Credit Union
    Wealth & Retirement Advisor
    Cambrian Credit Union Feb 2009 - Oct 2012
    Covering a region of four branches, David was the lead in-branch wealth specialist and provided comprehensive retirement & investment advice within Cambrian/Aviso Wealth.
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  • Cambrian Credit Union
    Investment Advisor Associate
    Cambrian Credit Union Jan 2007 - Feb 2009
    Working closely with three experienced Investment Advisors, David provided a consistent level of high quality, efficient and accurate sales service and support within Cambrian/Aviso Wealth.
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  • Cambrian Credit Union
    Retail Banking
    Cambrian Credit Union Jan 2003 - Jan 2007
    Provide high quality member service through various front line sales and support roles.
    View

David S. Macrae, Cfp® Skills

Retirement Planning Wealth Management Financial Advisory Banking Retirement Investment Management Sales Management Leadership Coaching

David S. Macrae, Cfp® Education Details

  • Financial Planning Standards Council
    Financial Planning Standards Council
    Certified Financial Planner
  • Canadian Securities Institute
    Canadian Securities Institute
    Canadian Securities Course
  • Canadian Securites Institute
    Canadian Securites Institute
    Branch Compliance Officer'S Course
  • Red River College
    Red River College
    Business Administration
  • Neuchâtel Junior College
    Neuchâtel Junior College

Frequently Asked Questions about David S. Macrae, Cfp®

What company does David S. Macrae, Cfp® work for?

David S. Macrae, Cfp® works for Cambrian Credit Union

What is David S. Macrae, Cfp®'s role at the current company?

David S. Macrae, Cfp®'s current role is Director, Sales Enablement.

What schools did David S. Macrae, Cfp® attend?

David S. Macrae, Cfp® attended Financial Planning Standards Council, Canadian Securities Institute, Canadian Securites Institute, Red River College, Neuchâtel Junior College.

What are some of David S. Macrae, Cfp®'s interests?

David S. Macrae, Cfp® has interest in Family, Curling, Cuisine, Golf, Travel.

What skills is David S. Macrae, Cfp® known for?

David S. Macrae, Cfp® has skills like Retirement Planning, Wealth Management, Financial Advisory, Banking, Retirement, Investment Management, Sales Management, Leadership, Coaching.

Who are David S. Macrae, Cfp®'s colleagues?

David S. Macrae, Cfp®'s colleagues are Dwight Wilson, Hayley Smyth, Mai Ngoc Nguyen, Daneca Suazo, Diana Acala, Richard Reyes, Abidemi Rufus.

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