David Wilburn Email & Phone Number

Waterloo, Ontario, Canada

Kitchener

Waterloo, ON

• Enthusiatically responded to customer questions and performed transactions efficiently in a dynamic and demanding fast paced environment.
• Effectively and efficiently assessed and interpreted plan language for Financial various plans.
• Quickly earned the confidence of and trust of customers for my positive, proactive and thourough approach in responded to their needs and concerns.
• Actively contributed to creating a positive and upbeat and collaborative work… Show more
• Actively contributed to creating a positive and upbeat and collaborative work environment. Show less

Waterloo, ON

Primary responsibilities included needs based financial planning and sale of investments and life insurance.

Woodstock, ON

Responsible as the primary branch contact, assisting members by profiling their lending and wealth management needs by personalizing and implementing appropriate strategies to achieve their goals. This included, taking a proactive approach in seeking out sales opportunities to increase market share of loans, mortgages and investments. Developed and.

Waterloo, ON

Responsible for the sale of insurance and investment products to members and prospects, practising needs based financial planning in a unique faith based, fraternal organization.

Kitchener, ON

Practised needs based investment and retirement planning, making recommendations to clients on purchasing the proper investment portfolio. Also responsible for making proper referrals to partners in the wealth management or lending departments when warranted.