Clarisse Gallais
Analyst at Groupe Censeo inc.- Claim this Profile
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English Full professional proficiency
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French Native or bilingual proficiency
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Spanish Elementary proficiency
Topline Score
Bio
Credentials
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Exam P
Society of ActuariesSep, 2019- Nov, 2024 -
Investment Funds in Canada
CSIJan, 2014- Nov, 2024
Experience
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Groupe Censeo inc.
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Insurance
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1 - 100 Employee
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Analyst
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Aug 2019 - Present
- Validation and negociation of renewal conditions of collective insurance renewal- Production of renewal reports- Markey survey of prospect clients - Validation and negociation of renewal conditions of collective insurance renewal- Production of renewal reports- Markey survey of prospect clients
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Personal Banking Advisor
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Sep 2014 - Aug 2019
- Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives- Sell financial products such as GIC and mutual funds- Compile and evaluate situation to constitute a credit application for loans and mortgages - Build and maintain client bases - Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives- Sell financial products such as GIC and mutual funds- Compile and evaluate situation to constitute a credit application for loans and mortgages - Build and maintain client bases
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Scotiabank
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Canada
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Banking
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700 & Above Employee
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Collection Officer
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Mar 2011 - Sep 2014
- Collection activities on high delinquency loans- Finalisation of high risk accounts to prevent losses for the bank- Daily management of accounts while following a quality grid- Participation in different employee commitees - Collection activities on high delinquency loans- Finalisation of high risk accounts to prevent losses for the bank- Daily management of accounts while following a quality grid- Participation in different employee commitees
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Tommy Hilfiger
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Netherlands
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Retail Apparel and Fashion
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700 & Above Employee
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Salesperson
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Jun 2010 - Mar 2011
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Education
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McGill University
Bachelor of Science (B.S.), Mathematics -
Lycée Français de San Francisco
High School, Science