France-Emilie Girard-Richard
Gatineau,Quebec
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Security Advisor
Self-employed
05.2019 - Current
- Managed and carried out all business aspects of brokering Financial Security products to individual clients.
- Provided clients with education and expertise for them to make advantageous long term financial decisions.
- Assessed clients financial situation and provided personal insurance and investments recommendations.
- Edified and carried out diverse compliance programs and policies: Client File Management, Client Referrals, Business Continuance, Disclosures, Cybersecurity, Anti-Money Laundering and Terrorist Financing, Anti-Spam.
- Built and implemented processes and tools to carry business in a consistent and compliant manner.
- Documented processing of all client requests.
- Procured and maintained compliance requirements: Errors and Omissions Insurance, Licenses, Credentials, Continuous Education requirements, etc.
Financial Advisor
Continuum Financial Centres
05.2018 - Current
- Helped clients make informed decisions about their financial future.
- Met with clients to discuss global and long-term financial strategies to building wealth and obtaining protection from unforeseen events.
- Designed, presented, reached approval for and implemented personal insurance plans (life, critical illness and disability).
- Developed comprehensive retirement income strategies to help clients maximize savings.
- Educated clients on various financial matters.
- Processed applications and forms according to compliance guidelines.
- Built and implemented streamlined, compliant client service processes and related tools.
Digital Sales Support Coordinator
The Empire Life Insurance Company
03.2016 - 04.2018
- Supported Financial Advisor brokerage clients in their transition from writing paper to online applications.
- Managed the individual client Advisor Referral Program.
- Built and implemented the related process and tools for the good functioning of the Program.
- Extracted data and assembled performance reports for the management team weekly.
Education
Bachelor of Arts - Business Management
HEC Montréal
Montreal, QC04.2015
Bachelor of Science - Biology
Université Laval
Québec, QC04.2009
Skills
- Regulatory Requirements Adherence
- Consultative Techniques
- Banking
- Insurance Recommendation
- Client Meetings
- Daily Logs
- Sales Tactics
- Managing Wealth
- Prepare Performance Reports
- Mutual Fund Sales
- Investment Portfolio Management
- Referrals and Networking
- Customer Referrals
- Prospective Client Engagement
- Retirement Needs
- Savings Accounts
- Serve Client Needs
- Financial Services
- Customer Proposals
- Portfolio Construction
- Making Insurance Decisions
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
RIS - Responsible Investment Specialist
Hobbies
Social Dancing, Yoga, Sewing, Knitting, Walking, Stand-Up Paddleboarding, Traveling.
Additional Information
Examples of processes and tools along with references can be provided upon request.
Timeline
Financial Security Advisor
Self-employed
05.2019 - Current
Financial Advisor
Continuum Financial Centres
05.2018 - Current
Digital Sales Support Coordinator
The Empire Life Insurance Company
03.2016 - 04.2018
Bachelor of Arts - Business Management
HEC Montréal
Bachelor of Science - Biology
Université Laval
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