Anne-Marie Boisvert
Personal Financial Advisor
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About
Build business relationships with members and analyze their financial situation (income, debts, goals) Recommend financial products and propose credit solutions Develop personalized financial plans and ensure rigorous follow-up to help clients achieve their goals
Experience
Personal Financial Advisor - Desjardins
(2024-01)
- Build business relationships with members and analyze their financial situation (income, debts, goals)
- Recommend financial products and propose credit solutions
- Develop personalized financial plans and ensure rigorous follow-up to help clients achieve their goals
- Identify, record, and leverage business development opportunities
Financial Client Services Agent - Desjardins
(2017-01 - 2024-01)
- Handle the management of incoming calls, voicemails, calendars, and emails for advisors and financial planners
- Support clients with their transactions and offer them personalized financial solutions
- Make outbound calls and schedule client appointments in coordination with advisors
CPE Educator - Cpe Mamuse et Méduque
(2008-01 - 2017-01)
- Plan, organize, and implement educational programs promoting the overall development of children
- Lead varied activities to stimulate creativity and learning
- Observe and assess children's abilities, needs, and interests using evaluation tools and developmental grids
- Encourage children's autonomy and ensure their overall well-being
Education
Long College Studies Certificate (AEC) - Early Childhood Education Techniques - Collège Shawinigan (2003-01 - 2003-01)
Undergraduate Micro-Program in Pedagogical Support - In CPEs and Other Childcare Services - UQTR (2015-01 - 2015-01)
Commercial Director Training - Groupe PPP (2015-01 - 2015-01)
