SFL Partenaire de Desjardins Sécurité financière
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SFL Partenaire de Desjardins Sécurité financière Employees
SFL Partenaire de Desjardins Sécurité financière May 1994 - Present
Skills
Investments, Financial Analysis, Mutual Funds, Mortgage Lending, Portfolio Management, Retirement, Risk Management, Banking, Investment Strategies, Strategic Planning, Insurance, Business Strategy, Negotiation, Customer Service, Finance, Gestion de patrimoine, Français
Education
Université de Montréal - HEC Montréal 1984 — 1988
Master of Business Administration (MBA), Financement des PME
Université de Montréal - Ecole polytechnique de Montréal 1961 — 1967
Métallurgie
Desjardins June 2013 - Present
Desjardins March 2010 - June 2013
Desjardins March 2005 - March 2010
SFL Partenaire de Desjardins Sécurité financière November 2004 - April 2005
Skills
Investments, Credit, Strategic Financial..., Mutual Funds, Insurance, Financial Analysis, Business Analysis, Finance, Portfolio Management, Retirement Planning, Analysis, Wealth Management, Communication
Education
IQPF 2009 — 2009
IQPF, Planification financière, Accepté
Université Laval 2002 — 2005
BA, Finance, Services Financiers, Diplôme obtenu
CEGEP Sainte-Foy 1996 — 1999
DEC, Marketing
Groupe Excellence Group July 2008 - Present
SFL Partenaire de Desjardins Sécurité financière March 2008 - July 2008
Skills
Financial Analysis, Financial Reporting, Finance, Financial Services, Financial Planning, Banking, Investments, Production Planning, Management, Operations Management, Time Management, Organizational..., Process Efficiency, Team Leadership, Listening skills, Computer skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, QuickBooks, Accounting, Accounts Receivable, Customer Service
Education
Université du Québec à Montréal / UQAM 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
. September 2012 - Present
Sécurité financière Carmen Paquette 1996 - Present
RBC Insurance March 1996 - June 2012
SFL Partenaire de Desjardins Sécurité financière 1990 - 1996
CEDAC April 1984 - March 1990
Skills
Critical Illness, Life Insurance, Term Life Insurance, Long-term Care, Insurance, Health Insurance, Retirement Planning, Assurance-vie
Education
Université Laval
Macroéconomie
SFL Partenaire de Desjardins Sécurité financière January 2015 - Present
Skills
Social Media Marketing, Business Strategy, New Business Development, Customer Relations, Start-ups, Insurance, Advertising, Entrepreneur, Entrepreneurship, Sales, Marketing, Project Management, Marketing Strategy, Investments, Strategic Planning, Financial Services, Banking, Start-up
Education
Concordia University 2003 — 2005
B.Comm, International Business & Finance
Durocher 1995 — 2000
General education degreee
SFL Partenaire de Desjardins Sécurité financière July 2008 - Present
RBC Insurance September 2007 - July 2008
Chambre de la sécurité financière 2001 - 2007
Standard Life October 2000 - August 2005
ING October 1999 - September 2000
Banque Nationale du Canada 1998 - 1999
London Life 1990 - 1993
Skills
-Coaching et mentorat..., -Planification..., -Harmonisation..., -Coordination, Gestion..., Coaching, Mutual Funds, Insurance, Strategic Planning, Investments, Business Development, Risk Management, Management, Entrepreneurship, Customer Service, Financial Analysis, Strategic Financial..., Leadership, Investissements, Planification..., Assurance
Education
Université de Montréal 1987 — 1989
B. Sc., Political Science
SFL Partenaire de Desjardins Sécurité financière November 2012 - December 2014
National Bank of Canada October 2009 - November 2012
National Bank of Canada October 2005 - October 2009
Skills
Management, PHP, CSS, HTML5, Produits Financiers, Planification..., Analyste commercial, Leadership d'équipe, Gestion d'équipe, Banque, .NET, VB.NET, VBA, Action Script 3.0, JavaScript, jQuery, Twitter Bootstrap, C#, C++, Programmation orientée..., Programmation web, Programmation, Langages de..., Microsoft Access, MySQL, SQL, Oracle, Négociations, Stratégie marketing
Education
Institut Teccart 2015 — 2016
Informatique de gestion
Université du Québec à Montréal / UQAM
Administration et gestion des affaires, général
Industrielle Alliance January 2013 - Present
M.C. Crystal inc. January 2005 - May 2012
SFL Partenaire de Desjardins Sécurité financière December 1994 - December 2004
MCI multinet communications inc January 1987 - January 1994
Skills
Developpement des..., service a la clientele, Import/Export, English, Marketing Strategy, Management, Marketing, Prospection, Internal Communications, Relation, XP, Microsoft Office
Education
Université du Québec à Montréal / UQAM 1984 — 1986
Certificat en Marketing, Marketing
Ecole secondaire Pointe aux Trembles 1978 — 1982
DES general avec sciences, Diplômes et certificats d'études secondaires / secondaires
Transcontinental November 2011 - Present
Yellow Pages Group / Groupe Pages Jaunes – Canada March 2010 - November 2011
Yellow Pages Group / Groupe Pages Jaunes – Canada August 2008 - March 2010
SFL Partenaire de Desjardins Sécurité financière 2005 - 2008
Skills
Account Management, B2B, Online Advertising, Marketing Communications, Social Media, Marketing Strategy, SEO, Advertising, Google Analytics, Google Adwords, Social Media Marketing, SEM, Sales Management, Digital Media, New Business Development, Leadership, Management
Education
Cegep Andre Laurendeau 2001 — 2003
Diploma of college studies in Social Sciences
UQAM
Bachelor's degree, Communication, General
Université de Sherbrooke
Law, Law
SFL Partenaire de Desjardins Sécurité financière December 1998 - Present
Desjardins Financial Security 2001 - 2003
Caisses Desjardins 1974 - 1998
Skills
Français, Retraite, Assurance
Education
HEC Montréal 1991 — 1994
Gestion d'entreprise
SFL Partenaire de Desjardins Sécurité financière June 2008 - Present
Education
Université de Montréal 1999 — 2002
Baccalauréat en finances
Fasken Martineau DuMoulin September 2007 - Present
Association des bibliothèques de droit de Montréal (ABDM) June 2012 - June 2014
Centre d'accès à l'information juridique September 2006 - September 2007
Borden Ladner Gervais LLP February 2006 - August 2006
Bibliothèque royale de Belgique February 2005 - June 2005
Université de Montréal 2003 - 2005
SFL Partenaire de Desjardins Sécurité financière 2001 - 2001
Université de Sherbrooke 1999 - 1999
Skills
Legal Research, Intellectual Property, Employment Law, Litigation, Corporate Law, Social Media, Research, Commercial Litigation, Library, Civil Litigation
Education
Université de Montréal 2007 — 2011
Certificat, Droit
Université de Montréal 2003 — 2005
Maîtrise, Bibliothéconomie
Université de Sherbrooke 1998 — 2001
Bac, Rédaction-communication
BC Ressources Humaines, Cabinet de chasseurs de têtes November 2012 - Present
SFL Partenaire de Desjardins Sécurité financière November 2012 - Present
Centre financier Desjardins November 2011 - November 2012
Desjardins March 2001 - November 2011
Desjardins February 1996 - March 2001
Skills
French, Banking, Investments, Coaching, Change Management, Mutual Funds, Risk Management, Business Strategy, Portfolio Management, Finance, Management Consulting, Strategic Planning, Strategic Financial..., Financial Analysis, Insurance, Corporate Finance, Planification..., Stratégie commerciale, Banque, Recrutement, Analyse financière, Consulting en management, Gestion des risques
Education
Université du Québec à Montréal 1998 — 2001
Certificat, Planification financière
Université de Sherbrooke / Sherbrooke University 1988 — 1991
Bachelor's degree, Social Work
SFL Partenaire de Desjardins Sécurité financière August 2013 - Present
Estérel Resort 2010 - 2013
Skills
Assurance, Placement, Strategic Financial..., Financial Analysis, Risk Management, Finance, Retirement Planning, Personal Finance, Financial Services, Critical Illness, Wealth Management, Life Insurance, Investments, Business, Investissements, Service client, Planification...
Education
IFIC 2014 — 2014
Cours sur les fonds d'investissement du Canada
Université du Québec à Montréal 2011 — 2013
Certificat, Administration et gestion des affaires, général
Cégep Lionel-Groulx 2009 — 2011
Dec, Langues
Collège Laval 2000 — 2005
Ste-Béatrice
Mouvement Desjardins, VP Ventes et Distribution, Gestion de patrimoine May 2014 - Present
Mouvement Desjardins January 2011 - April 2014
Mouvement Desjardins October 2008 - January 2011
SFL Partenaire de Desjardins Sécurité financière 2005 - 2008
Groupe Financier Laplante 1997 - 2004
Skills
Coaching
Education
Université du Québec à Montréal 2009 — 2011
Executive MBA, Services financiers
Université de Montréal - HEC Montréal
BAC, finance
ITHQ
Partenaires Alpha January 2012 - Present
SFL Partenaire de Desjardins Sécurité financière May 2010 - Present
Placements NEI July 2008 - May 2010
Desjardins June 2006 - July 2008
Skills
Succession Planning, Product Placement, Assurances, Mutual Funds, Investments, Strategic Financial..., Financial Modeling, Assurance, Wealth Management, Banking, Risk Management, Portfolio Management, Insurance, Financial Analysis, Financial Planning
Education
UQAM 2002 — 2006
BAA, Économie et Planification financière
La Capitale Services conseils November 2012 - Present
SFL Partenaire de Desjardins Sécurité financière October 2009 - October 2012
Skills
Professionnelle, Service client, Fiabilité
Education
Université du Québec à Montréal
Independent broker through MGA Hub Financial September 2014 - Present
SFL Partenaire de Desjardins Sécurité financière March 2013 - March 2014
Freelance 2008 - 2011
Skills
Achiever, Dynamic, Team player, Perseverant, Creative, Active listener, Highly skilled, Able to work under..., Able to reach objectives, Independent with team...
Education
Université de Montréal / University of Montreal 2004 — 2008
Master of Arts (M.A.), Translation, M.A
SFL Partenaire de Desjardins Sécurité financière January 2010 - Present
Mouvement Desjardins February 2010 - January 2011
Desjardins 2005 - 2009
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Analysis, Insurance, Portfolio Management, Wealth Management, Finance, Risk Management, Life Insurance, Financial Planners, Coaching, Credit Analysis, Credit Scoring, Credit Cards, Customer Service, Business Analysis, Stocks, Succession Planning, Adaptability, Analytics
Education
Institut des fonds d'investissement au Canada 2011 — 2011
Certificat en épargne collective
Autorité des marchés financiers 2010 — 2010
Certification en assurance de personne
Université du Québec à Montréal / UQAM 2008 — 2010
B.A.A, finance
CEGEP Marie-Victorin 2001 — 2005
DEC, Design de la mode
Consultant - iT Training April 2015 - Present
Gravel - Chevrolet Buick Cadillac GMC January 2015 - March 2015
SFL Partenaire de Desjardins Sécurité financière May 2012 - January 2015
BNI April 2013 - November 2014
Skills
Assurance Vie, Analyse des besoins..., Ventes, Formation, Planification..., Sales
Education
Autorité des Marchés Financiers 2012 — 2012
Certificat en Assurance de personne, Assurances vie, invalidité et santé, Réussi
Institut des fonds d'investissements du Canada 2012 — 2012
Certificat CFIC, Cours de Fonds d'Investissement Canadiens, Investissements et valeurs mobilières, Réussi
Université de Sherbrooke / Sherbrooke University 2009 — 2011
Bachelor of Science (B.Sc.), Economics
cégep Édouard-Monpetit 2007 — 2009
DEC, administration
College Durocher saint-lambert 2001 — 2006
DES - Diplôme d'étude secondaire, Études générales
SFL Vieux-Montréal April 2015 - Present
SFL Partenaire de Desjardins Sécurité financière November 2011 - February 2015
SFL Montérégie October 2008 - February 2015
Skills
Mutual Funds, Financial Services, Business Coaching, Processus de vente, Réseaux sociaux, Travail d'équipe, Finance, Investissements, Keynote, Microsoft Office
Education
HEC Montréal
Certificat, Administration et gestion des affaires, général
SFL Partenaire de Desjardins Sécurité financière January 2015 - Present
Dumais Giard notaires inc 2006 - January 2015
Trust Banque Nationale April 2003 - April 2006
Skills
Notariat, Successions, Mariage, Immobilier, Corporatif, Copropriété, Testament, Mandat en prévision de..., régime de protection, Homologation de mandat, Conseils juridiques, Transactions..., Negotiation
Education
Université de Montréal
Baccalauréat en Droit, Diplome de droit notarial
SFL Partenaire de Desjardins Sécurité financière October 2014 - March 2015
Sun Life Financial April 2014 - October 2014
Xstrata Copper Canada May 2009 - March 2014
Ville de Boisbriand September 2008 - April 2009
DOYLE optométristes & opticiens 2008 - 2009
Veolia Environnement May 2008 - August 2008
Anapharm January 2007 - August 2008
Skills
Conformité..., Audit environnemental, Sensibilisation..., Législation, Rédaction de rapport, Compétences en..., Gestion de projet, Suivi des progrès, Service client, Services financiers, Municipalités, Assainissement, Traitement des eaux, Traitement des eaux..., Ingénierie de projet
Education
Université du Québec - Télé-université 2015 — 2019
Baccalauréat, sciences
AMF 2014 — 2014
certificat en Assurance de personnes
Institut IFSE 2014 — 2014
Permis fonds communs, Cours sur les fonds d'investissement au Canada, Réussite du cours de fonds 27 mai 2014
Université du Québec à Montréal 2013 — 2014
Certificat, Administration et gestion des affaires, général
École de technologie supérieure (ÉTS) 2012 — 2013
Bachelor of Engineering (B.Eng.), Génie de la construction, non terminé
Cegep Saint-Laurent 2006 — 2009
DEC technique, Assainissement des eaux
SAFIR Cabinet de services Financiers June 2015 - Present
eTIc Conseil Inc. July 2012 - Present
Mobilités Mondiales inc August 2014 - Present
SFL Partenaire de Desjardins Sécurité financière August 2012 - June 2015
Sports Ludus Inc. November 2013 - January 2015
Services Aetheria Inc. December 2012 - October 2013
Francais101.ca June 2012 - March 2013
fabienballi.net 2011 - March 2013
Créatéjour I-Service March 2012 - July 2012
VMC Consulting 2011 - 2012
Skills
Business Development, Change Management, Mutual Funds, Investments, Insurance, Banking, Strategic Financial..., Recruiting, Project Planning, Personal Financial..., Business Analysis, Entrepreneurship, Financial Analysis, Analysis, Finance, Team Management, Team Leadership, Business Strategy, Management, Innovative Thinking, Risk Management, Process Optimization, Project Coordination, English, French, Mandarin, IT Management, Translation, Coaching, German, Green IT, Teamwork, Project Management, Quality Assurance, Financial Planning, Intelligence Analysis, Negotiation, Training & Development, Results Oriented, Green Technology, Sustainable Development, Environmental Issues, Partner Recruitment, Management Consulting, Education, Proofreading, Strategic Planning
Education
University of Sherbrooke 2011 — 2014
Diplôme en Technologie de l'Information (DTI), Maitrise en Technologie de l'Information (M.Sc)., IT Management
Université de Lausanne 2001 — 2006
Master of Arts (M.A.), Political Science and Government
Université de Lausanne 2001 — 2006
Certificate, History
Beijing Language and Culture University 2006 — 2008
Diploma HSK, Mandarin Chinese Language and Culture
Blekinge tekniska högskola / Blekinge Institute of Technology 2011 — 2011
Certificate, Environmental Studies
Continuing Education
Certificate, Fundraising Strategies, Entrepreneurship
SFL Partenaire de Desjardins Sécurité financière August 2010 - Present
Industrielle Alliance September 2008 - July 2010
Education
en cours de formation temps partiel, Certificat en Administration
Bouchard,Gratton,Beaudoin et associes inc April 1985 - Present
SFL Partenaire de Desjardins Sécurité financière April 1985 - Present
Skills
Conseiller en sécurité..., Représentant en rente...
Education
Planification et services financiers
SFL Partenaire de Desjardins Sécurité financière January 2011 - Present
IKON Office Solutions January 2009 - March 2010
Education
Université de Sherbrooke 2006 — 2009
MBA, Administration
université sherbrooke 2006 — 2009
mba
SFL partenaire de Desjardins Sécurité Financière September 2009 - Present
Industrielle Alliance November 2006 - September 2009
Skills
Brokers, Placements (Épargne..., Insurance, Insurance Agents, Financial Analysis, Personal Financial..., Service client, Analyse financière, Management, Leadership d'équipe, Team Leadership, Assurance, Investissements, Analyses, Customer Service, Analysis
Education
2003 — 2008
BAC, Gestion
Universitatea din Craiova
BAC, Ingénierie
SFL des Sources August 2015 - Present
SFL Partenaire de Desjardins Sécurité financière March 2013 - July 2015
La Capitale Groupe financier February 2002 - January 2013
Legault et associés, avocats May 1993 - December 2001
Skills
Marketing, Management, Service client, Assurance, Investissements, Planification..., Coaching, Planification de la...
Education
Université Laval 2013 — 2014
Certificat Leadership en gestion de force de vente
McGill University 2011 — 2011
Certificat, English profesionnal communication
2005 — 2007
MBA, Services financiers
1989 — 1992
LL.B., Droit
SFL Partenaire de Desjardins Sécurité financière January 2013 - Present
Tangolf Inc December 2009 - Present
Groupe Investors September 2005 - December 2012
Tangolf Inc 2009 - 2010
Skills
French, Management Consulting, Management, Change Management, Team Management, Negotiation, Business Development, DES, International Relations, International Business, Marketing Communications, Quality Management, Quality Auditing, Continuous Improvement, Organizational Diagnosis, Project Management, Strategy, Marketing Strategy, Strategic Planning, Finance, Coaching, Business Strategy
Education
Université Paris X Nanterre
Safir cabinet de services financiers November 2014 - Present
SFL Partenaire de Desjardins Sécurité financière December 2013 - October 2014
RBC Wealth Management June 2011 - December 2012
CIBC World Markets August 2006 - April 2011
CIBC Wood Gundy August 2005 - September 2006
Skills
Financial Analysis, Investments, Due Diligence, Financial Planning, Portfolio Management, Banking, Financial Services, Investissements
Education
Université du Québec à Montréal 2001 — 2004
bachlier, administration finance
Université du Québec 1999 — 2004
bac, admimistration, actuaria, accounting
SFL Partenaire de Desjardins Sécurité Financière October 2010 - Present
INDUSTRIELLE ALLIANCE April 2008 - May 2011
JONCAS TELEEXPERT, MONTRÉAL January 2003 - January 2006
Education
2003 — 2006
BACCALAURÉAT, ACCTUARIAT
SFL Partenaire de Desjardins Sécurité Financière March 1988 - Present
CEGEP Régional de Lanaudière November 2006 - November 2011
SFL Partenaire de Desjardins Sécurité financière March 1983 - March 1988
Skills
Investissements, Assurance, Planification de la...
Education
HEC Montréal 1979 — 1982
Baccalauréat Administration des Affaires, Ressources Humaines
SFL Partenaire de Desjardins Sécurité financière April 2009 - Present
Desjardins Financial Security August 2005 - April 2009
A.C.G.S 2003 - 2005
Terre des arts - Paris XIII 1997 - 2000
Education
Université du Québec à Montréal / UQAM 2011 — 2012
certificat en administration, en cours
Cégep Régionale de Lanaudière 2009 — 2009
Permis Placements des Particuliers, Finances
sfl placement February 1995 - Present
SFL Partenaire de Desjardins Sécurité financière February 1995 - March 2012
Education
UQAM 1999 — 1999
en cours, planification financière, cours partiels
Institue nationale de la statistique et de la planification 1978 — 1982
Analyste de l'économie, Sciences humaines et sociales, Rédaction d'un mémoire de fin d'étude
SFL Partenaire de Desjardins Sécurité financière 2013 - Present
Afri Service Consulting / École nationale d'administration publique 2010 - 2013
Conseil canadien pour l'Afrique 2010 - 2011
ENAP - École nationale d'administration publique 2010 - 2010
Banque Nationale 2008 - 2009
BIA-Togo, filiale de Fortis bank en Afrique 2001 - 2008
Skills
Analyse globale et..., transformation des..., Recommandation des..., Coaching, Business Analysis, Business Strategy, Performance Management, International..., Financial Risk
Education
Université du Québec - Ecole nationale d'Administration publique 2009 — 2011
Master's degree, Administration publique internationale / Évaluation des politiques publiques
Mercure intenational University - Post Graduate Institute 2007 — 2008
Master's degree, Banking and finance
Université de Littoral Côte d'Opale à Dunkerque 2004 — 2005
Bachelor's degree / Master 1, Administration des affaires
Institut Polytechnique Félix Houphouët Boigny d'Abidjan - Université de Cocody 1996 — 1999
Associate's degree, Banking
Desjardins January 2013 - Present
Desjardins June 2011 - January 2013
Rothenberg Capital management October 2008 - June 2011
Rothenberg Capital Management Inc. March 2005 - October 2008
SFL Partenaire de Desjardins Sécurité financière September 2001 - September 2004
Gerbro Inc July 1996 - September 2004
Skills
Wealth Management, Portfolio Management, Investments
Education
Concordia University 1992 — 1996
B.Com, finance
College Andre Grasset 1990 — 1992
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
SFL Partenaire de Desjardins Sécurité financière July 2015 - Present
Financière Sun Life January 2014 - Present
Financière Sun Life January 2013 - December 2013
Financière Sun Life June 2005 - December 2012
Institut des banquiers canadiens (ICB) September 1997 - December 2004
Skills
Assurance, Analyse financière, Coaching, Vente, Leadership d'équipe, Management, Planification de la..., Investissements, Gestion de patrimoine, Retraite
Education
Université de Sherbrooke 1995 — 1997
MBA, Finance
École des sciences de la gestion (ESG UQAM)
Certificat en planification financière, Planification financière