Jean Bolduc Email
Wealth managment Director, business development manager, financial planner manager @ Desjardins
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Jean Bolduc Location
- Montreal, QC, CA
Jean Bolduc Work
- 2006 -now Wealth managment Director, business development manager, financial planner manager @
- 2004 -2006 Private banker and financial planner @ Montrusco Bolton
- 1997 -2004 Financial Planner and Investment manager @
- 1992 -1997 Branch manager @
Jean Bolduc Education
- B.A.A. Pf.fin, PFP
Université du Quebec a Chicoutimi Bachelor of Business Administration (B.B.A.) (Finance)
- Canadian securities institute
Mutual funds and brokerage
Jean Bolduc Skills
- gestion de patrimoine
- planification financière complète
- service à la clientèle pour le segment aisé et fortuné
- Business Development
- Investments
- Sales Management
- Financial Analysis
- Banking
- Team Leadership
- Portfolio Management
- Loans
- Mutual Funds
- Retirement Planning
- Investment Strategies
- Relationship Management
- Project Management
- Finance
- Microsoft Excel
- Microsoft Word
- managment
- Analytical Skills
- Strategic Planning
- Customer Relationship Management (CRM)
- Marketing
- Sales
- Business Strategy
- Customer Service Management
- leadership
- Marketing Strategy
- PFP
- Customer Service Systems
- Mobilization
- Sales Operations
- Customer Service
- English
- French
- Commercial Banking
- Business Administration
- Financial Planning
- Retail Banking
- Credit Risk
- Mortgage Lending
- Credit Analysis
- Capital Markets
- Financial Risk
- Risk Management
- Credit
- IT Service Management
- Customer Relationship Management Crm
- Customer Relationship Management
Jean Bolduc Summary
- Jean Bolduc, based in Montreal, QC, CA, is currently a Wealth managment Director, business development manager, financial planner manager at Desjardins. Jean Bolduc brings experience from previous roles at Montrusco Bolton, RBC Wealth Management and CIBC. Jean Bolduc holds a Université du Quebec a Chicoutimi Bachelor of Business Administration (B.B.A.) in Finance @ B.A.A. Pf.fin, PFP. With a robust skill set that includes gestion de patrimoine, planification financière complète, service à la clientèle pour le segment aisé et fortuné, Business Development, Investments and more. Jean Bolduc has 5 emails on RocketReach.
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