Robert Wong Email
Gestionnaire, Représentant-conseil @ Optimum Asset Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Wong Location
- Montreal, QC, CA
Robert Wong Work
- Gestionnaire, Représentant-conseil @ (June 2026 - Present)
- Conseiller - Optimum Gestion mondiale d'actifs @ (January 2025 - June 2026)
- Conseiller développement des affaires - Caisse Network Investment Solutions at Desjardins @ (February 2024 - January 2025)
- Conseiller principal Gestion de patrimoine - Service SIgnature @ (November 2022 - February 2024)
- Spécialiste en Investissement, Planificateur Financier @ Scotiabank (September 2021 - November 2022)
- Directeur des ventes BMO Gestion Mondiale D'actifs @ (November 2012 - September 2021)
- Conseiller interne des ventes, Standard Life @ (July 2010 - November 2012)
- Consultant vente interne, AGF Investissement @ AGF Investments Inc. (August 2008 - July 2010)
- Représentant investissement, RBC GAM @ RBC (August 2005 - August 2008)
Robert Wong Education
- UQAM | Université du Québec à Montréal
Master (Economics)
2001-2004 - École des sciences de la gestion (ESG UQAM)
Bachelor (Economics)
1996-1999
Robert Wong Skills
- Analyse Financière et Stratégie
- Banking
- Business Development
- Business Relationship Management
- Compliance Management
- Conseil financier
- Customer Relationship Management (CRM)
- Etfs
- Extensive knowledge of Morning star, Paltrak, Globeadvisor and Pro Station
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Fusion
- Gestion des investissements
- Insurance
- Investment Management
- Investment Strategies
- Investments
- Management
- Mutual Funds
- Organization Skills
- Planification financière
- Portfolio Management
- Retirement Planning
- SPIN Selling
- Sales
- Sales Management
- Sales Operations
- Sales Process
- Segregated Funds
- Teamwork
- Wealth Management
- • Client centric approach
- • Excellent communicator
- • Sales process expertise
- • Strong organization skills
- • Thorough knowledge of financial markets
Robert Wong Summary
- Robert Wong, based in Montreal, QC, CA, is currently a Gestionnaire, Représentant-conseil at Optimum Gestion de Placements (OGP). Robert Wong brings experience from previous roles at Optimum Gestion de Placements (OGP), Desjardins and Scotiabank. Robert Wong holds a 2001 - 2004 Master in Economics @ UQAM | Université du Québec à Montréal. With a robust skill set that includes Analyse Financière et Stratégie, Banking, Business Development, Business Relationship Management, Compliance Management and more. Robert Wong has 1 emails on RocketReach.
Looking for a different Robert Wong?
Find contact details for 700 million professionals.
Others Named Robert Wong
Robert Wong
VP
New York, NY, US
Robert Wong
Director, Municipal Finance Investment Banking
New York, NY, US
Robert Wong
Chief Financial Officer
New York, NY, US
Robert Wong
President
Toronto, ON, CA
Robert Wong
Executive Director
Hong Kong
Robert Wong
Global Director Cloud Web Channel Sales - Global ibm.com
New York, NY, US
Robert Wong
Regional Vice President
Toronto, ON, CA
Robert Wong
President and Principal Civil Engineer
Walnut Creek, CA, US
Top Optimum Asset Management Employees
François Bourdon
President
Saint-Constant, QC, CA
Brigitte Gascon
Vice-présidente exécutive
Montreal, QC, CA
Renza Lazzarotto
Senior Advisor, Marketing
Montreal, QC, CA
Sylvain Tremblay
Vice-président, Gestion privée
Longueuil, QC, CA
Nicolas Poirier
Director, Equities
Québec, QC, CA
Pierre-Olivier Boulanger
Vice President Responsible Investment
Montreal, QC, CA
Vanada Kong
Conseillère adjointe, support aux ventes et événementiel
Montreal, QC, CA
Martin Delage
Global Chief Investment Officer
Montreal, QC, CA
Jonathan Helleboid
Analyste Investissement
Montreal, QC, CA
Raphael Coallier
Manager, Private Wealth Management
Montreal, QC, CA
William Sirois
Analyst Investments and Tech
Montreal, QC, CA
Yannick Renaud-Blondeau
Associate Director
Montreal, QC, CA
Earvin Hemou
Analyste technologies financières et investissement
Montreal, QC, CA
Parnian Vazirnia
Institutional Sales
Montreal, QC, CA
Robert Wong
Gestionnaire, Représentant-conseil
Montreal, QC, CA
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co