Raphaël L'heureux
Summary
Known for my perseverance, organizational skills, and team spirit, I am determined to excel in every project I undertake. My extensive knowledge of finance, acquired through my various jobs and academic background, is a valuable asset for a position involving the management of financial risks through audits. My problem-solving mindset makes me a strong support for both clients and colleagues. That is why I believe I am a strong candidate for the position of Financial Advisor specializing in Financial Risk.
Overview
4
4
years of professional experience
Work History
Bank Legal Advisor
National Bank of Canada
01.2023 - Current
- Analyse customer needs
- Schedule my calendar so that I have Appointments
- adequately explain the different types of investment in Quebec
- Detect financing needs and the best way to archieve them
- Index financing
- Carry out transactions as required by the customer
Administrative Assistant
Benoit Bérard
02.2022 - 01.2023
- Understand and complete client transaction forms
- Communicate with clients to ensure they understand the documents to be signed
- Meet compliance requirements to ensure our files are perfect in the eyes of the AMF
Transaction Clerk
SFL Placements
01.2021 - 01.2022
- Process client transactions
- Contact fund houses in case of problems with a transaction
- Ensure that the requested transaction is legal
Education
Bachelor of Administration (BAC) - Finance Concentration
Université Du Québec En Outaouais (UQO)
Saint-Jérôme, Québec01.2024
College Diploma (DEC) - Financial And Insurance Consulting Techniques
Cégep Régionale De Lanaudière À L'Assomption
L'Assomption, Québec01.2020
Secondary School Diploma (DES) -
École Secondaire De L'odyssée
Terrebonne, Québec01.2016
Skills
- Teamwork and collaboration
- Desire to succeed
- Strategic Decision-making
- Financial services
- Team leadership qualities
- Complex Problem-solving
- Time management
- Active listening
Accomplishments
- Nomination for the National Bank performance gala (2024)
Hobbies and Interests
- Gym
- Reading
- Golf
- Hockey
Languages
French
Native or Bilingual
English
Professional Working
Interests
- Gym
- Reading
- Golf
- Hockey
Timeline
Bank Legal Advisor
National Bank of Canada
01.2023 - Current
Administrative Assistant
Benoit Bérard
02.2022 - 01.2023
Transaction Clerk
SFL Placements
01.2021 - 01.2022
Bachelor of Administration (BAC) - Finance Concentration
Université Du Québec En Outaouais (UQO)
College Diploma (DEC) - Financial And Insurance Consulting Techniques
Cégep Régionale De Lanaudière À L'Assomption
Secondary School Diploma (DES) -
École Secondaire De L'odyssée
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