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@servus.ca
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1 phone found area 587
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LinkedIn matched
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Darryl Macdonald is listed as Financial Planner at Servus Credit Union, a with 1524 employees, based in Edmonton, Alberta, Canada. AeroLeads shows a work email signal at servus.ca, phone signal with area code 587, and a matched LinkedIn profile for Darryl Macdonald.
Darryl Macdonald previously worked as Financial Advisor at Edward Jones and Server at Earls Kitchen + Bar. Darryl Macdonald holds Bachelor Of Business Administration (Bba), Finance, General from Northern Alberta Institute Of Technology.
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AeroLeads found 1 current-domain work email signal for Darryl Macdonald. Compare company email patterns before reaching out.
With over six years of experience in the financial services industry, I am a passionate and dedicated financial planner who strives to provide the best solutions for my clients. I have the CFP certification and a domain expertise in retirement planning, which enables me to create tax-efficient and customized plans that suit the clients' individual needs and goals. I am proud to be part of Servus Credit Union, a member-owned and community-focused organization that values integrity, excellence, and collaboration. I believe that by working with my clients as partners, I can help them achieve their financial dreams and make a positive impact on their lives and communities.As a financial planner at Servus Credit Union, I deliver the full financial planning experience by implementing the CFP's six steps of financial planning, from discovery to ongoing monitoring. I use financial planning software to create comprehensive and realistic plans that cover various aspects, such as cash flow, debt management, risk management, investment, retirement, and estate planning. I build strong and lasting relationships with my clients by providing them with regular reviews, updates, and education. I also leverage my marketing skills and teamwork abilities to generate referrals, collaborate with other advisors, and increase client satisfaction and retention. I am always eager to learn new skills and keep up with the latest trends and regulations in the industry.
Listed skills include Marketing Strategy, Team Oriented, Time Management, Microsoft Excel, and 3 others.
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A career timeline built from the work history available for this profile.
Edmonton, Alberta, Canada
Deliver the full financial planning experience by implementing the Certified Financial Planning (CFP’s) six steps of financial planning – including discovery, gathering data, analysis, presentation of the financial plan, implementation and ongoing monitoring Annual reviews)
Edmonton, Alberta
• Used financial planning software to create tax efficient retirement plans tailored to the clients individual goals• Successfully built a client base using door-to-door prospecting• Built strong relationships with clients resulting in consolidation of assets and referrals• Made outbound calls to prospects and created a sense of urgency to convince them to come in for a portfolio review
West Edmonton Mall
• Used interpersonal skills and professionalism to provide an outstanding dining experience• Built upon multitasking skills required for fast-past environment• Developed time management skills needed to balance work school, such as meeting deadlines for projects/exams.
Calgary, Canada Area
• Assist customers with ordering products and making returns• Used active listing skills to understand customer problems and quickly find solutions• Made outbound calls to update customers on issues relevant to them
Stratford, Ontario
• Promoted menu specials to customers as well as loyalty programs• Became very efficient with POS systems and assisting other severs with debit/credit card transactions• Developed excellent communications skills though constant interaction with customers and fellow workers• Made outbound calls to customers to deal with complaints and mediate a resolution that results with repeat business
Other employees you can reach at servus.ca. View company contacts for 1524 employees →
Marie Giguere
Colleague at Servus Credit UnionSt Albert, Alberta, Canada
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Tim Wertzler
Colleague at Servus Credit UnionCalgary, Alberta, Canada
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Alvin Quijano
Colleague at Servus Credit UnionEdmonton, Alberta, Canada
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Chris Onuczko
Colleague at Servus Credit UnionEdmonton, Alberta, Canada
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Melissa Aloisio-Schnack
Colleague at Servus Credit UnionEdmonton, Alberta, Canada
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Nancy Pasquill
Colleague at Servus Credit UnionEdmonton, Alberta, Canada
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Kellie Lorenz
Colleague at Servus Credit UnionLloydminster, Alberta, Canada
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Shelley Patience
Colleague at Servus Credit UnionMedicine Hat, Alberta, Canada
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Toyin Adeyanju
Colleague at Servus Credit UnionCanada
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Lyndsey Watt
Colleague at Servus Credit UnionCanada
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Activities and Societies: • Learned CQG trading software from participating in CME Group trading challenge• Achieving financial security.
• Professional Sales course taught prospecting techniques, and all aspects of the sales processes • Integrated marketing communications.
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Darryl Macdonald works for Servus Credit Union.
Darryl Macdonald is listed as Financial Planner at Servus Credit Union.
AeroLeads has found 1 work email signal at @servus.ca for Darryl Macdonald at Servus Credit Union.
AeroLeads has found 1 phone signal(s) with area code 587 for Darryl Macdonald at Servus Credit Union.
Darryl Macdonald is based in Edmonton, Alberta, Canada while working with Servus Credit Union.
Darryl Macdonald has worked for Servus Credit Union, Edward Jones, Earls Kitchen + Bar, Mckesson Canada, and Kings Buffet, Stratford.
Darryl Macdonald's colleagues at Servus Credit Union include Marie Giguere, Tim Wertzler, Alvin Quijano, Chris Onuczko, and Melissa Aloisio-Schnack.
You can use AeroLeads to view verified contact signals for Darryl Macdonald at Servus Credit Union, including work email, phone, and LinkedIn data when available.
Darryl Macdonald holds Bachelor Of Business Administration (Bba), Finance, General from Northern Alberta Institute Of Technology.
Darryl Macdonald is listed with skills including Marketing Strategy, Team Oriented, Time Management, Microsoft Excel, Public Speaking, Leadership, and Teamwork.
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