Édouard Lopez

Trade and Risk Analyst at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA
Languages
  • Spanish Native or bilingual proficiency
  • English Full professional proficiency
  • French Native or bilingual proficiency

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Credentials

  • Derivatives Fundamentals and Options Licensing Course (DFOL)
    Canadian Securities Institute
    Sep, 2022
    - Nov, 2024
  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    May, 2022
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute
    Feb, 2022
    - Nov, 2024
  • The Fundamentals of Digital Marketing
    Google Digital Garage
    Jan, 2021
    - Nov, 2024

Experience

  • BMO Wealth Management - Canada
    • Banking
    • 700 & Above Employee
    • Trade and Risk Analyst
      • Dec 2022 - Present

      -Review order redirected by the system in less than 3 minutes-Critical analysis of orders received and approve or decline-GIC/FX/MF/Option assignment

    • Investment Associate
      • May 2022 - Dec 2022

      Fully licensed BMO TraderI mainly inform clients about :• Margin calls• Proxy Vote• Re-org • Loan reviewAnd teach the craft to new hires(Mentoring)

    • Advisor, client support
      • Jul 2021 - May 2022

      • Contact clients to help them through the process of opening their Self Direct accounts.• Analyze and verify information received for new accounts.• Train new hires.

  • Cellcom Communications - Cellcom.ca
    • Canada
    • Telecommunications
    • 100 - 200 Employee
    • Sales Representative
      • Nov 2018 - May 2021

  • Nike
    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Jun 2016 - Feb 2018

      Sales representative Sales representative

  • McDonald's
    • United States
    • Restaurants
    • 700 & Above Employee
    • Instructor
      • Oct 2014 - Jun 2016

Education

  • College Ahuntsic
    Business, Management, Marketing, and Related Support Services

Community

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