Mylène Jérémie
Wealth Management Advisor
Montreal,QC
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
15
15
years of professional experience
Work History
Business Development Consultant
Rothenberg Wealth Management
Montreal, QC
05.2023 - 07.2023
- Set up potential client contacts, cultivated relationships and followed through on service needs.
- Created and improved business pipeline using cold and warm techniques.
- Established strong client relationships to drive business development.
Wealth Management Advisor
Rothenberg Wealth Management
Montreal, QC
04.2021 - 06.2023
- Researched and collected data on industry trends to support portfolio construction.
- Built and maintained productive, loyal relationships with 80 clients through intelligent wealth management and careful transaction oversight.
- Analyzed financial information obtained from clients to determine strategies, products and services to meet objectives.
Business Development Consultant
Manulife Securities
Montreal East, QC
07.2020 - 02.2021
- Set up potential client contacts, cultivated relationships and followed through on service needs.
- Established strong client relationships to drive business development.
- Generated consistent leads, developed pipelines and closed over $3M in 3 months.
Workforce Management Specialist
Desjardins
Montreal, QC
12.2008 - 02.2019
- Handled all schedule-related requests, including PTO, shift swaps and overtime.
- Determined appropriate schedules and made proactive adjustments to meet coverage and service objectives.
- Collaborated with senior and department leaders to develop and implement workforce plans.
Education
BBA - Business Management
HEC Montréal
Montreal, QC03.2016
Certificate - Canadian Securities Course (CSC®)
Canadian Securities Institute
Canada06.2020
Certificate - Conduct And Practices Handbook Course (CPH®)
Canadian Securities Institute
Canada07.2020
Skills
- Business Development
- Customer Service
- Client Relationship Building
- Team Collaboration
- Networking Strength
- Sales Presentations
- Performance Goals
- Sales and Marketing
- Market Understanding
- Relationship Building and Management
- Verbal and Written Communication
- Lead Generation
- Sales Expertise
- Relationship Building and Rapport
- Market and Competitive Analysis
- Relationship Development
Languages
French
Native/ Bilingual
English
Native/ Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I feel that luck is preparation meeting opportunity.
Oprah Winfrey
Timeline
Business Development Consultant
Rothenberg Wealth Management
05.2023 - 07.2023
Wealth Management Advisor
Rothenberg Wealth Management
04.2021 - 06.2023
Business Development Consultant
Manulife Securities
07.2020 - 02.2021
Workforce Management Specialist
Desjardins
12.2008 - 02.2019
BBA - Business Management
HEC Montréal
Certificate - Canadian Securities Course (CSC®)
Canadian Securities Institute
Certificate - Conduct And Practices Handbook Course (CPH®)
Canadian Securities Institute
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