Benjamin Poisson
QC
Summary
BBA student at HEC Montreal with hands-on experience in finance, gained through an internship at RBC Dominion Securities. Proficient in Microsoft Office Suite and Excel, with a strong track record in managing client data, monitoring financial metrics for portfolio analysis. Open to feedback and committed to continuous improvement, with excellent interpersonal skills and a strong drive to contribute to the Portfolio Advisory Group (PAG).
Overview
6
6
years of professional experience
Work History
Intern
RBC Dominion Securities
2024.06 - Current
- Performing administrative tasks (account openings, managing client information collection in EXCEL, sorting and organizing files, spreadsheets, and reports, etc.)
- Maintaining Excel sheets to monitor monthly returns on various indexes, FNB's, and ETF's.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Scheduling appointments and handling phone calls
- Attending conferences hosted by RBC and other investment firms
Community Specialist
Lululemon Athletica
2023.03 - 2024.05
- Implement a community strategy
- Manage key relationships to increase customer acquisition and retention
- Engage with the local community to strengthen the store’s reputation as a community hub
- Participate in community events, support, and organize initiatives
- Perform standard sales associate duties
Assistant Server
Lucille
2022.06 - 2023.03
Handler
Martech
2022.01 - 2022.06
Lab Assistant
Jean Coutu Pharmacy
2020.06 - 2021.10
Clerk and Cashier
Maxi and IGA
2018.06 - 2020.06
Education
BBA -
HEC Montreal
Montreal, QC2027-05
Business Administration
Edouard Montpetit College
Longueuil, QC2024-05
Skills
- Proficient in Microsoft Office Suite
- Open to feedback and continuous improvement
- Strong interpersonal skills and effective communicator
- Disciplined and detail-oriented
- Great in presentations
- Analytical mindset
Languages
French
Native or Bilingual
English
Full Professional
Accomplishments
09/11/2024 Competed in the Jeux du GRA case competition (Real Estate division), where our team secured first place and was honored with the Sustainable Development "Coup de Cœur" Award for the project.
03/06/2024 Raised $1,130 in a cycling event in collaboration with the RBC DS team for Just for Kids, a foundation that supports medical clinics for children in underserved communities in the Montreal area.
Timeline
Intern
RBC Dominion Securities
2024.06 - Current
Community Specialist
Lululemon Athletica
2023.03 - 2024.05
Assistant Server
Lucille
2022.06 - 2023.03
Handler
Martech
2022.01 - 2022.06
Lab Assistant
Jean Coutu Pharmacy
2020.06 - 2021.10
Clerk and Cashier
Maxi and IGA
2018.06 - 2020.06
BBA -
HEC Montreal
Business Administration
Edouard Montpetit College