Jonathan Therrien Email
Conseiller en gestion de patrimoine @ Ruah Azancot Wealth Management
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Jonathan Therrien Location
- Montreal, QC, CA
Jonathan Therrien Work
- 2024 -now Conseiller en gestion de patrimoine @
- 2017 -2024 Planificateur financier @
- 2020 -2023 Trésorier @
- 2015 -2017 Conseiller en finances personnelles @
- 2014 -2015 Conseiller jeunesse @
- 2012 -2014 Conseiller services aux membres @
Jonathan Therrien Education
- IQPF
Pl. Fin. (Financial Planning and Services)
2021-2021 - Canadian Securities Institute
Cours sur le commerce des valeurs mobilières au Canada (Investments and Securities)
2018-2019 - École des sciences de la gestion (ESG UQAM)
Certificat en dynamiques entrepreneuriales (Entrepreneurship/Entrepreneurial Studies)
2017-2018 - École des sciences de la gestion (ESG UQAM)
Certificat en administration (Business Administration and Management, General)
2015-2016 - École des sciences de la gestion (ESG UQAM)
Certificat en planification financière (Planification et services financiers)
2013-2015 - Cégep Montmorency
DEC - Conseil en assurances et services financiers (Planification et services financiers)
2009-2013
Jonathan Therrien Skills
- Services financiers
- Conseil financier
- Placement
- Financement
- Finance
- Analyse financière
- Banque
- Crédit
- Service client
- Investissements
- Entrepreneuriat
- Assurances
Jonathan Therrien Summary
- Jonathan Therrien, based in Montreal, QC, CA, is currently a Conseiller en gestion de patrimoine at iA Gestion privée de patrimoine. Jonathan Therrien brings experience from previous roles at Gestion de patrimoine Assante, SQRP - Société québécoise de la rédaction professionnelle and Desjardins. Jonathan Therrien holds a 2021 - 2021 Pl. Fin. in Financial Planning and Services @ IQPF. With a robust skill set that includes Services financiers, Conseil financier, Placement, Financement, Finance and more. Jonathan Therrien has 1 emails on RocketReach.
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