Financial Planner

RBC Wealth Management

♦ Delivering a top client experience by providing advice and resolving time-sensitive client inquiries.
♦ Led the team’s digital rebranding and social media strategy to increase business opportunities.
♦ Collaborating with key partners to give a complete wealth management experience to our clients.
♦ Structured the team's procedural process to gain efficiency in administrative tasks.

Associate

Franklin Templeton

♦  Providing financial insights, business consulting and investment solutions to IIROC and MFDA advisors 
♦  Implemented data-led processes in order to provide personalized advice at scale, improving advisor satisfaction.
♦  Responsible for business development for the south shore of Montreal and Eastern Quebec, $1B + AUM.

Inside Sales Manager

iA Clarington Investments

♦  Implemented a process to efficiently book meetings for wholesalers, reducing time spent by 75%
♦  Responsible for business development in downtown Montréal, Quebec City, and Eastern Quebec. 
♦  Consulting Financial advisors on business building strategies and tailored investments solutions for client needs

Business Development Manager

CHANEL

♦	Corrected over 500 store location records on Chanel’s database, leading to the launch of a store locator website.
♦	Performed market analysis to evaluate and compare current point of sales on the French market, Identifying key performance metrics.
♦	Computed overall point of sales scores over multiple criteria to guarantee stores met Chanel’s standards, gaining insight on how to manage and maintain high standards.

Strategy Intern

Professionel ayant plusieurs années d'expérience dans le domaine de l'investissement, des solutions bancaires, et des conseils en matière de gestion de patrimoine.

Royal Bank of Canada, Royal Mutual Funds Inc.

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Mathieu Gouraud, Pl. Fin.'s Linkedin Analytics