Financial Security Advisor & Group Insurance Plans Advisor
Current
Mar 2020 - Present
AeroLeads people directory · profile
Julien Valat Email & Phone Number
Financial Security Advisor / People-Focused Employee Benefits & Pension Solutions / Responsible Investment Specialist (RIS)
at
Solutions Financières Unisson inc.
1 work email found
@sunlife.com
1 phone found area 647
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Security Advisor / People-Focused Employee Benefits & Pension Solutions / Responsible Investment Specialist (RIS)
Location
Greater Montreal Metropolitan Area, Canada
Who is Julien Valat? Overview
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Quick answer
Julien Valat is listed as Financial Security Advisor / People-Focused Employee Benefits & Pension Solutions / Responsible Investment Specialist (RIS) at Solutions Financières Unisson inc., based in Greater Montreal Metropolitan Area, Canada. AeroLeads shows a work email signal at sunlife.com, phone signal with area code 647, and a matched LinkedIn profile for Julien Valat.
Julien Valat previously worked as Financial Security Advisor & Group Insurance Plans Advisor at Solutions Financières Unisson Inc. and Conseiller en sécurité financière at Sun Life Québec. Julien Valat holds Diplôme D'Ingénieur (Equivalent Of A Master'S Degree), Food Science from Isara-Lyon.
Company email context
Email format at Solutions Financières Unisson inc.
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{first}.{last}@sunlife.com
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Profile bio
About Julien Valat
I am a Sun Life Financial advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.A clear connection: Your relationship with Sun Life Financial bit.ly/ClearConnectionFor information about my licensing, please visit my Sun Life website at: https://advisor.sunlife.ca/jeffrey.wu/about/Sun Life Financial advisors are contracted with Sun Life Financial Distributors (Canada) Inc.
Listed skills include Social Media, Communication, Management, French, and 12 others.
Current workplace
Julien Valat's current company
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13 roles
Julien Valat work experience
A career timeline built from the work history available for this profile.
Conseiller En Sécurité Financière
CurrentMa mission? Discuter de votre situation, vos besoins et vos projets, afin d'assurer votre bien-être financier sur du court, moyen et long terme. En clair? Être présent à vos côtés pour planifier votre épargne et vos investissements tout en protégeant votre style de vie et celui de votre famille contre les événements imprévisibles.Cela consiste entre autres, à :- Analyser vos besoins d'épargne et de placements en fonction de vos projets, tout en optimisant vos retours d'impôts- Analyser vos besoins en cas de maladie grave ou d'invalidité, afin d'en limiter l'impact sur vos finances- Analyser vos besoins en assurance vie, pour apporter un soutien à votre famille en cas de décès, tout en vous offrant des opportunités d'épargne différentes et utilisables de votre vivant- Planifier financièrement votre retraite, quels que soient votre âge ou vos projets
May 2018 - Present
Blogger
Current
Freelance
Creation and development of the blog "Attache Ta Tuque" = Advice for future francophone immigrants in Quebec
Jan 2014 - Present
Blogger, Copywriter, Virtual Assistant (Remote)
Freelance
CopywritingBlog writingVirtual AssistantCommunity ManagementRemote Administrative work
Mar 2015 - Mar 2017
Board Member
Helem Montréal is a Lebanese identity group that originates from Helem in Lebanon (Beirut). Created in 2004, Helem Montreal was initially aimed at the Lebanese community. Today, the organization has opened up to the realities of LGBTQ people for all of Montreal’s Arab communities.
Oct 2018 - Apr 2020
Bilingual Operations And Customer Service Specialist
Bilingual Operations and Customer Service Specialist
Mar 2017 - May 2018
Customer Success Manager (Remote)
Commercial Writing and Blogging (articles, white books, case studies, testimonies, proof reading...)Daily technical support
Apr 2016 - Dec 2017
Aug 2016 - Feb 2017
Assitant Director
Marie-Clarac Hospital Foundation
Administrative and Accounting tasksDevelopment of virtual communication (website, social networks, newsletter...)Relations with donorsEvent planning (benefit cocktails, gala...)
Apr 2013 - Sep 2015
Author Of "Vivre Le Québec" & "Portraits De Montréal"
Hikari Editions
"Vivre le Québec", a book for future francophone immigrants in Quebec "Portraits de Montréal", a book for francophone tourists in Montreal
Jan 2014 - Nov 2014
Co-Founder
La Clinique Conseil + Image
CommunicationBlogger for the company blogsCommunity Management for the clients
Aug 2011 - May 2013
Assistant Manager
Assistant ManagerManage a team of 10+ peopleMaintain excellence and quality in service
Jan 2011 - May 2011
Department Manager
Food retail/ Department storeManage 10-20 people and a yearly total revenue of more than 5M€
Nov 2008 - Sep 2010
3 education records
Julien Valat education
Diplôme D'Ingénieur (Equivalent Of A Master'S Degree), Food Science
Insurance Of Persons Certificate, Life Licence Qualification Program (Llqp)
Autorité Des Marchés Financiers
Investment Funds Of Canada Licence, Investment Funds Institute Of Canada (Ific) Program
Investment Funds Institute Of Canada
FAQ
Frequently asked questions about Julien Valat
Quick answers generated from the profile data available on this page.
What company does Julien Valat work for?
Julien Valat works for Solutions Financières Unisson inc..
What is Julien Valat's role at Solutions Financières Unisson inc.?
Julien Valat is listed as Financial Security Advisor / People-Focused Employee Benefits & Pension Solutions / Responsible Investment Specialist (RIS) at Solutions Financières Unisson inc..
What is Julien Valat's email address?
AeroLeads has found 1 work email signal at @sunlife.com for Julien Valat at Solutions Financières Unisson inc..
What is Julien Valat's phone number?
AeroLeads has found 1 phone signal(s) with area code 647 for Julien Valat at Solutions Financières Unisson inc..
Where is Julien Valat based?
Julien Valat is based in Greater Montreal Metropolitan Area, Canada while working with Solutions Financières Unisson inc..
What companies has Julien Valat worked for?
Julien Valat has worked for Solutions Financières Unisson Inc., Sun Life Québec, Freelance, Helem Montreal, and Exchange Bank Of Canada.
How can I contact Julien Valat?
You can use AeroLeads to view verified contact signals for Julien Valat at Solutions Financières Unisson inc., including work email, phone, and LinkedIn data when available.
What schools did Julien Valat attend?
Julien Valat holds Diplôme D'Ingénieur (Equivalent Of A Master'S Degree), Food Science from Isara-Lyon.
What skills is Julien Valat known for?
Julien Valat is listed with skills including Social Media, Communication, Management, French, Social Media Marketing, Blogging, Events Organisation, and Blog.
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