Christopher Forget Email & Phone Number

Mirabel, QC, CA

Quebec, Canada

• Main Responsibilities:
• Data Integration, Development, and Management: Design, development, and maintenance of robust data pipelines and solutions to centralize data from various internal and external systems, ensuring their accessibility.
• Data Process Optimization: Analysis of data needs and development of automated solutions to improve workflows and operational efficiency across the company.
• Data Quality Management: Implementation of control and validation processes to ensure data accuracy and consistency, contributing to strategic decision-making.
• Cross-functional Collaboration: Working closely with sales, production, and R&D teams to align data initiatives with business needs, providing data-driven insights to support operations and business strategies.
• Continuous Improvement: Ongoing search for opportunities to automate and enhance data management systems to support the company's growth and future projects.

Quebec, Canada

• Main Responsibilities:
• Analyze sales data and market trends, identifying growth opportunities and potential threats, leading to strategic adjustments that increased revenue.
• Monitor key business and economic indicators (KPIs), ensuring alignment with organizational objectives.
• Develop detailed reports and Power BI dashboards, providing actionable insights to sales teams and management for data-driven decision-making.
• Design and implemented predictive models, anticipating market trends and optimizing sales strategies.
• Actively participate in strategic meetings, presenting data-driven insights that directly influenced sales performance optimization and profit maximization.Additional Notable Achievements:

• Prepare a multifactorial analysis of clients' situations and financial needs. Model various future projections of clients' assets using financial and statistical calculations and guide them toward the best option.
• Communicate clearly to simplify complex financial concepts for an audience with varying levels of knowledge.
• Provide sound advice primarily focused on retirement planning and investments by helping clients determine their goals and potential obstacles and recommending appropriate solutions.
• Influence and train branch advisors to deepen their client discovery conversations in order to identify more complex needs and opportunities, such as wealth management, as a senior advisor.
• Contribute to acquiring and retaining market share within the affluent client segment by recommending tailored solutions.
• Identify opportunities to refer clients to other partners within the bank.

• Contribute to the sales objectives of financial services (current accounts, investments, credit, etc.).
• Supervise the compliance of mutual fund transactions as a Branch Compliance Officer (BCO).
• Supervise the compliance of credit products as the second verifier of the branch.
• Demonstrate autonomy and a willingness for continuous learning.
• Develop and maintain business relationships with clients.
• Supervise the branch opening and closing procedures.

Bachelor Of Science, Computer Science, 4.06 / 4.3

Bachelor Of Business Administration (Bba), Finance

D.É.C. - Diplôme D'Étude Collègiale, Science Santé

D.É.S. - Diplôme D'Étude Secondaire