David Simmonds

Recruiter at TH Employment and Training Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Ottawa, Ontario, Canada, CA
Languages
  • English Native or bilingual proficiency

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Bio

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Experience

    • Canada
    • Staffing and Recruiting
    • 1 - 100 Employee
    • Recruiter
      • Sep 2019 - Present

    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Jun 2016 - Sep 2019

      Each individual persons economic situation is unique and often complex, and my duty is to keep that in mind when providing customised financial security advice to my clients. I am a Personal Financial Advisor who successfully manages financial planning projects from inception to completion. To manage this, I consult with clients to determine their financial needs and goals while also working together to develop growth plans. Working as a Financial Advisor with Freedom 55, I offer detailed, research-based advice and strategies to meet clients needs by utilising solid market and financial data to reinforce recommendations. As my business is dependant on the satisfaction of my clients, I ensure that I regularly review and monitor all accounts to ensure compliance with company and industry policies, guidelines and regulations as well as offering financial performance reports detailing successful plan outcomes. By keeping in touch with regards to any personal or financial life changes with my clients, I pride myself on maintaining productive and positive open relationships to facilitate continued revenue growth and proactively manage client funds. I also represent a full line of insurance products, serving as a trusted advisor to businesses and individuals. In order to best serve my financial clients, I offer corresponding, customised life and health insurance programs personalised to suit my customers, often covering a variety of risks. Show less

    • Canada
    • Restaurants
    • 100 - 200 Employee
    • Assistant Manager & Bartender
      • Sep 1996 - Jun 2016

Education

  • Canterbury High School Ottawa Canada
    Drama and Dramatics/Theatre Arts, General
    1995 - 2000

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