Experience

Services Financiers Goguen Champlain Financial Services Inc.

• Canada
• Financial Services
• 1 - 100 Employee

• Account Executive / Investments and Pensions

  • Oct 2018 - Present



SFL Partner of Desjardins Financial Security

• New Brunswick, Canada

• Financial Advisor

  • Jul 2012 - Present

  • Contact clients and set meetings, either within an office environment or in clients homes • Analyse and prepare plans best suited to individual clients requirements • Complete risk analyses • Keep up to date with financial products and legislation • Research information from various sources, including providers of financial products • Research the marketplace and provided clients with information on new and existing products and services • Work with products from various sources such as; Manulife, CPP, Industrielle, Blue Cross, Desjardins, Fidelity Show less



PCI Pension Consultants Inc.

• New Brunswick, Canada

• Associate Advisor

  • Jan 2014 - Oct 2018

  Joined PCI Pension Consultants Inc. in early 2014 Joined PCI Pension Consultants Inc. in early 2014



Omni Protection Inc.

• New Brunswick, Canada

• Administrative assistant in the insurance industry for Jean-Pierre St-Onge

  • Jun 2011 - Sep 2011

  • Scheduled appointments • Maintained files and answered telephone calls • Assisted Jean-Pierre while meeting potential clients • Scheduled appointments • Maintained files and answered telephone calls • Assisted Jean-Pierre while meeting potential clients



Purolator Inc.

• Canada
• Freight and Package Transportation
• 700 & Above Employee

• Customer Service Representative / Tracing Specialist / Account Specialist

  • 2003 - 2010

  • Was responsible for tracing packages • Helped customers with their delivery requests • Contacted depots for missing packages • Checked the lost and found system • Kept customers updated daily • Investigated and solved any customer concerns regarding their account • Was responsible for tracing packages • Helped customers with their delivery requests • Contacted depots for missing packages • Checked the lost and found system • Kept customers updated daily • Investigated and solved any customer concerns regarding their account



ICT Canada

• New Brunswick, Canada

• Customer Service Representative

  • 2002 - 2003

  • Helped build a clientele for MBNA MasterCard • Monitored calls to improve customer service • Coached employees in order to improve their sale skills • Helped build a clientele for MBNA MasterCard • Monitored calls to improve customer service • Coached employees in order to improve their sale skills