Artem Bobrov

Investment Specialist at BMO Wealth Management - Canada
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Contact Information
us****@****om
(386) 825-5501
Location
Montreal, Quebec, Canada, CA
Languages
  • English Native or bilingual proficiency
  • Russian Native or bilingual proficiency
  • French Elementary proficiency

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Bio

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5.0

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Justin Nguyen

It was a real pleasure to work together with Artem, who was an excellent Set Representative. Wise, smart, amazing and very polished leader who can be trusted. Excellent and result driven. Works towards maximal overall satisfaction. Energetic and broad-minded Class Representative - that's him! Detail oriented team player. Artem will find a way to weather any storm with a smile. I enjoyed working with him on the various projects we took on.

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Credentials

  • Investment Representative Training
    Canadian Securities Institute
    Jul, 2023
    - Nov, 2024
  • Conduct and Practices Handbook Course (CPH®)
    Canadian Securities Institute
    Mar, 2023
    - Nov, 2024
  • FactSet Essentials: Derivatives
    FactSet
    Mar, 2023
    - Nov, 2024
  • The Complete SQL Bootcamp
    Udemy
    Mar, 2023
    - Nov, 2024
  • Python Data Structures and Algorithms
    LinkedIn
    Sep, 2022
    - Nov, 2024
  • The Modern Python 3 Bootcamp
    Udemy
    Sep, 2022
    - Nov, 2024
  • Canadian Securities Course (CSC®)
    Canadian Securities Institute (CSI)
    Apr, 2020
    - Nov, 2024

Experience

    • Banking
    • 700 & Above Employee
    • Investment Specialist
      • Feb 2023 - Present

    • Canada
    • Banking
    • 700 & Above Employee
    • Financial Services Representative
      • Sep 2020 - Sep 2022

      - Applying risk and due diligence policies, practices and procedures when extending credit, lending money or dealing with delinquent accounts - Analyzing information on assigned leads that resulted in $27 million in net worth referrals to the asset management partners - Performing discovery analysis during the meetings to select appropriate investment funds for the clients - Conducting trade settlement for large foreign exchange transactions in partnership with FX traders - Facilitating effective communication between the underwriters and the clients - Building productive relationships with other team member Show less

Education

  • British Columbia Institute of Technology
    Finance
    2018 - 2020

Community

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