Rodrigo Ferandez Ridano

Rodrigo Ferandez Ridano

Montréal - Québec

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Education:

Canadian Securities Course (CSC) Canadian Securities Institute
Conduct and Practices Handbook Course (CPH) Canadian Securities Institute
Bachelor's Degree in Finance Université de Sherbrooke
Bachelor's Degree in Management Université de Sherbrooke

Experience:

Investment Representative CIBC • Trade equities in the Canadian and US markets, fixed income (GICs, bonds), mutual funds, and precious metals certificates on behalf of clients and financial advisors across Canada. including short selling, OTCs and margin accounts.
• Take corporate actions (exercise warrants, rights, Dutch auctions)
• Set up dividend reinvestment plans (DRIPs) and regular investment plans (RIPs)
• Exchange major currencies.
Costumer Services Representative CIBC • Assist clients with the opening of brokerage accounts such as TFSAs, RRSPs, and RESPs.
• Assist clients in placing orders for financial products such as stocks, mutual funds, and ETFs.
• Respond to various customer queries related to the stock markets.
• Make asset transfers in cash or in kind.
• Serve customers across Canada in English and French.

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