René Fougère
Richmond County,Canada
Summary
Seasoned financial planner adept at delivering outstanding advice to high net worth clients, driving their progress towards long-term saving goals and improving overall financial wellbeing.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Investment Specialist and Financial Planner
Scotiabank
Port Hawkesbury, Nova Scotia
06.2022 - Current
- Focused on developing client relationships by providing high level advice with mass affluent clients
- Provided investment and financial planning advice to help clients meet their savings goals
- Responsible for driving investment sales and new client acquisition
Financial Advisor
Royal Bank of Canada
Port Hawkesbury, Nova Scotia
11.2014 - 06.2022
- Built and maintained strong relationships by engaging clients in needs-based conversations
- Provided tailored financial advice and addressed complex credit and investment needs for personal and business clients
- Educated clients in financial principles and features of products and services
Financial Services Representative
St. Joseph's Credit Union
Petit-de-Grat, Nova Scotia
07.2013 - 11.2014
- Processed various transactions and balanced cash drawer daily
- Pro-actively provided solutions to address member's financial needs and referred to other sales professionals
- Assisted members by matching their needs with the most suitable products and services
Education
Business Administration - Economics, Marketing, Communications, Organizational Behaviour, Marketing, Computer Business Applications, Investment Management, Financial Planning
NSCC Waterfront
Dartmouth, Nova ScotiaSkills
- Fundamental Analysis
- Retirement planning
- Asset Management
- Portfolio Management
- Banking
- Wealth Management
- Tax planning
- Mutual funds
- Estate Planning
- Analytical Thinking
- Loss Prevention
- Self-directed mindset
- Investment strategies
- Problem-solving skills
Certification
- LLQP Provincial Exam Successfully Completed - October, 2024
- Personal Financial Planner (PFP) designation, Canadian Securities Institute
- Personal Financial Services Advice (PFSA), Canadian Securities Institute
- Financial Planning I & II, Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH), Canadian Securities Institute
- Canadian Securities Course (CSC), Canadian Securities Institute
Awards
RBC Conference Award, 2019-2020 fiscal year
Languages
- Fluent speaking and writing in English
- Fluent speaking and writing in French
Timeline
Investment Specialist and Financial Planner
Scotiabank
06.2022 - Current
Financial Advisor
Royal Bank of Canada
11.2014 - 06.2022
Financial Services Representative
St. Joseph's Credit Union
07.2013 - 11.2014
- LLQP Provincial Exam Successfully Completed - October 11th, 2024
- Personal Financial Planner (PFP) designation, Canadian Securities Institute
- Personal Financial Services Advice (PFSA), Canadian Securities Institute
- Financial Planning I & II, Canadian Securities Institute
- Conduct and Practices Handbook Course (CPH), Canadian Securities Institute
- Canadian Securities Course (CSC), Canadian Securities Institute
Business Administration - Economics, Marketing, Communications, Organizational Behaviour, Marketing, Computer Business Applications, Investment Management, Financial Planning
NSCC Waterfront
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