Anne-Marie Boisvert

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

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

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)