Summary
Overview
Work History
Education
Skills
Timeline
Generic

Conrad Arseneault Arseneault

Moncton,NB

Summary

Successful Financial Planner with over 10 years of experience. Top salesman in country 4 times in 10 years. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients wealth expectations and grow business. Also fully bilingual English and French.

Overview

17
17
years of professional experience

Work History

Financial Planner - Investment & Retirement Sales

BMO
10.2011 - Current
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Created financial models to analyze and evaluate investment strategies.

Account Manager

BMO
06.2008 - 10.2011
  • Educated clients on new products or services to increase customer engagement with brand.
  • Developed and implemented strategies to increase client retention.

Investment Rep

RBC
06.2006 - 06.2008
  • Contacted potential clients to pursue sales and gather funds.
  • Educated clients on potential risks and rewards associated with various investments.

Education

No Degree - Investment Banking

Canadian Securities Institute
11.2011

No Degree - Business Management

Oultons College
Moncton, NB
06.2006

Skills

  • Customer Care
  • Product Guidance
  • Strong Communication and Interpersonal Skills
  • Product and Service Sales

Timeline

Financial Planner - Investment & Retirement Sales

BMO
10.2011 - Current

Account Manager

BMO
06.2008 - 10.2011

Investment Rep

RBC
06.2006 - 06.2008

No Degree - Investment Banking

Canadian Securities Institute

No Degree - Business Management

Oultons College

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Conrad Arseneault Arseneault