B.a.a. Fin. Email
Conseiller en placement @ Desjardins
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B.a.a. Fin. Work
- Conseiller en placement @ (September 2016 - Present)
- Planificateur financier @ (January 2014 - September 2016)
- Planificateur financier | Représentant en épargnes collectives @ (January 2009 - December 2013)
- Conseiller en finances personnelles @ (October 2005 - December 2008)
B.a.a. Fin. Education
- Canadian Securities Institute 2014-2021
- UQAM | Université du Québec à Montréal
Certificat en planification financière (Planification financière)
2008-2009 - Université du Québec à Trois-Rivières
Bacc en administration des affaires (Administration)
2002-2005 - Université du Québec à Trois-Rivières
Certificat en administration des affaires (Administration)
2001-2002
B.a.a. Fin. Skills
- Financial Planning
- Investment Banking
- Management
- Strategic Financial Planning
- Succession Planning
B.a.a. Fin. Summary
- B.a.a. Fin., is currently a Conseiller en placement at Desjardins. B.a.a. Fin. brings experience from previous roles at Desjardins. B.a.a. Fin. holds a 2014 - 2021 Canadian Securities Institute. With a robust skill set that includes Financial Planning, Investment Banking, Management, Strategic Financial Planning, Succession Planning and more. B.a.a. Fin. has 2 emails on RocketReach.
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Conseillère principale en planification financière
Quebec City, QC, CA
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