Talk to sales Try for Free
David Kim

David Kim

Financial Advisor

Followers of David Kim125 followers
location of David KimCoquitlam, British Columbia, Canada

Connect with David Kim to Send Message

Connect

Connect with David Kim to Send Message

Connect

  • Timeline

  • About me

    Mortgage Agent at True North Mortgage

  • Education

    • Simon Fraser University

      2009 - 2016
      Bachelor's degree

  • Experience

    • BMO Financial Group

      Mar 2016 - Nov 2018
      Financial Advisor

    • TD

      Jan 2019 - Dec 2019
      Financial Advisor

      As a senior advice advisor in the branch, I demonstrate the importance of discovering customer's financial needs and providing appropriate advice and recommendations to help their whole financial situation. I am responsible for investment conversations, complex real estate lending, and day to day banking. I interact with high value customers and refer them off to specific channels that may best suit their needs. I exceed specific individual goals and team based business goals by utlizing my strengths of business developing. Show less

    • True North Mortgage

      Jan 2020 - now
      Mortgage Agent

  • Licenses & Certifications

    • IFIC

      Canadian Securities Institute