Experience
• 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.
Education
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
Professionals from different sectors near Montréal - Québec
Other users who are called Rodrigo
Jobs near Montréal - Québec
-
Backend Specialist
Found in: Jobillico Premium CA C2 - 1 week ago
Reno Depot Montreal, Canada $60,000 - $100,000 per yearTeam Member, Back End · Language English · Français (CA) · Apply Now · By joining the RONA family, you'll enjoy many benefits, such as: · An inclusive and safe working environment · Promotion of work-life balance · Exclusive employee discounts · Benefits: insurance (certain condi ...
-
Banking Advisor
Found in: Talent CA C2 - 1 week ago
NBC Châteauguay, Canada Part time 30 hoursArea of Interest: Advisory services, Personal banking A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You'll ...
-
Spécialiste des services à la clientèle
Found in: Talent CA C2 - 1 week ago
CBI Health Laval, Canada Part timePosting Details · Posted: February 26, 2024 · Part-Time · Locations Showing 1 location Concordia Physio Sport - Laval · 4415 boul. Notre Dame · Suite 101 · Chomedey, QC H7W 1T4, CAN · Concordia Physio Sport - Laval · 4415 boul. Notre Dame · Suite 101 · Chomedey, QC H7W 1T4, C ...