(2020-2022) PHÉNIX d'André-Grasset Volleyball D2
(2022-2025) Club des CARABINS de Montréal baseball
(2013-2019) Québec Golf Elite
James-William Pelchat
HEC Montréal
Montreal,QC
Summary
I am a results-driven professional with focus on client satisfaction and financial efficiency. My background includes sales growth and financial analysis. Known for my adaptability and hard work, with strong skills in communication and problem-solving.
Overview
5
5
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Junior Representative
Waste Connections Inc.
Montreal, Quebec
08.2024 - Current
- Enhanced customer satisfaction by addressing inquiries and resolving issues promptly.
- Managed time efficiently to prioritize tasks and meet deadlines without sacrificing quality of work.
- Provided exceptional customer service through active listening skills, empathy, and timely resolution of issues.
- Demonstrated flexibility when faced with unexpected challenges or changes within the workplace, contributing positively towards team morale and cohesion.
Financial Advisor Intern
Manulife Financial
Montreal, Quebec
01.2024 - 03.2024
- Maintained compliance with all regulatory requirements while diligently handling sensitive information pertaining to client accounts.
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Expanded knowledge of diverse investment products by conducting research on stocks, bonds, mutual funds, ETFs, annuities, insurance policies.
Financial Analyst Intern
Metro Inc
Montreal, Quebec
05.2023 - 07.2023
- Maintained database by verifying information and recording new information when needed.
- Developed financial models for projects and presentations.
- Gained proficiency with various accounting software programs, increasing efficiency when completing daily tasks and responsibilities.
Junior Representative
Waste Connections Inc.
Montreal, Quebec
05.2020 - 04.2023
- Participated in training sessions to develop expertise in company offerings, improving overall job performance.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
- Updated job knowledge by participating in educational opportunities, reading professional publications, and maintaining personal networks.
Education
Bachelor of Commerce - Finance
HEC Montréal
Montreal, QC 08.2022 - 12.2025
DEC - Business, Social Sciences
Collège André-Grasset
Montreal, QC 08.2020 - 05.2022
High School Diploma -
Académie Saint-Thérèse
Montreal, QC 08.2015 - 05.2020
Skills
- Cold calling
- Business growth and retention
- Performance tracking
- Data entry proficiency
- CRM, ERP, BLOOMBERG, Microsoft Excel, Word, Access, SalesForce software proficiency
- Performance reporting
- Financial markets
Accomplishments
(2017-2018-2019-2020) Selected for Excellence and Respect Nomination, class and cohort-wide recognition. Académie Saint-Thérèse
(2021-2022) Treasurer, Investment Club and Entrepreneurship Club of André-Grasset College.
(2023) School competitions - Accountability, Sports Management,
JDGRAA, JDGRAAHL at HEC montréal.
Certification
Bloomberg Market Concepts
Interests
Timeline
CVM-CSI in progress
09-2025
Bloomberg Market Concepts
02-2025
Junior Representative
Waste Connections Inc.
08.2024 - Current
Financial Advisor Intern
Manulife Financial
01.2024 - 03.2024
Financial Analyst Intern
Metro Inc
05.2023 - 07.2023
Bachelor of Commerce - Finance
HEC Montréal
08.2022 - 12.2025
DEC - Business, Social Sciences
Collège André-Grasset
08.2020 - 05.2022
Junior Representative
Waste Connections Inc.
05.2020 - 04.2023
High School Diploma -
Académie Saint-Thérèse
08.2015 - 05.2020
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