Pascale Leblanc
Sturgeon Falls,ON
Summary
Strategic professional with six years of experience in executive support roles and nearly five years as a financial advisor, combining strong analytical, communication, and collaboration skills. Recognized for translating complex information into clear insights, supporting leadership teams, and contributing to both strategic and operational initiatives. Committed to continuous learning and professional growth, and seeking to support the Centre Desjardins Enterprises through involvement in strategic initiatives, performance monitoring, governance activities, and special projects, aligned with Desjardins’ strategic priorities.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Desjardins
Desjardins Virtual Team, ON
05.2021 - Current
- Guided clients through mortgage products and financing options, ensuring informed, compliant, and well-understood decisions.
- Supported 343 clients in mortgage applications in 2025, contributing to $184M in mortgage financing.
- Prepared and presented contractual and regulatory information, ensuring clarity and accuracy throughout the transaction process.
- Maintained proactive communication with clients via phone, email, and video conferencing to address their financial needs.
- Strengthened long-term client relationships, enhancing business development, client retention, and portfolio growth.
- Utilized CRM systems to track client interactions, manage portfolios, and support effective follow-ups, and relationship management.
- Responded to client inquiries by translating financial data and strategies into clear, accessible explanations.
- Managed client requests efficiently and professionally in a high-volume environment, ensuring high-quality service.
Executive Assistant
Lise Leblanc Counselling and Consulting Inc.
Noelville, ON
06.2020 - Current
- Coordinated executive schedules and meetings to optimize time management and enhance productivity.
- Created reports, presentations, agendas, minutes, and other documents to facilitate effective communication for staff and management.
- Monitored incoming emails and responded to or redirected messages in a timely manner.
- Maintained effective filing systems to ensure accurate, and timely retrieval of information.
- Developed processes for document management and organization to improve efficiency.
- Assisted with project management activities by tracking deadlines and deliverables.
- Assisted in the development of policies and procedures related to project deliverables and goals.
- Planned and executed company events and team-building activities, overseeing all logistics and coordination.
Education
Bachelor of Arts - Psychology
University of Ottawa
Ottawa, Ontario04-2024
Skills
- Problem solving
- Relationship building
- Time management
- Multitasking and organization
- Information presentation
- Process improvement
- Attention to detail
- Effective communication
Languages
English
Native/ Bilingual
French
Native/ Bilingual
Certification
Mutual Funds License - Issued January 2025 - MFDA
Timeline
Financial Advisor
Desjardins
05.2021 - Current
Executive Assistant
Lise Leblanc Counselling and Consulting Inc.
06.2020 - Current
Bachelor of Arts - Psychology
University of Ottawa