Laurent Roy

Laurent Roy Email and Phone Number

Portfolio Associate @ BMO Private Wealth
Montreal, QC, CA
Laurent Roy's Location
Montreal, Quebec, Canada, Canada
Laurent Roy's Contact Details

Laurent Roy personal email

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About Laurent Roy

Laurent Roy is a Portfolio Associate at BMO Private Wealth. He possess expertise in marketing strategy, project management, customer satisfaction, operations management, sales management and 9 more skills.

Laurent Roy's Current Company Details
BMO Private Wealth

Bmo Private Wealth

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Portfolio Associate
Montreal, QC, CA
Laurent Roy Work Experience Details
  • Bmo Private Wealth
    Portfolio Associate
    Bmo Private Wealth
    Montreal, Qc, Ca
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  • Bmo Private Wealth
    Portfolio Associate
    Bmo Private Wealth Aug 2021 - Present
    Montreal, Quebec, Canada
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  • Rbc Wealth Management – Private Banking
    Ultra High Net Worth - Private Banking Advisor
    Rbc Wealth Management – Private Banking Dec 2020 - Aug 2021
    Montreal, Quebec, Canada
    View
  • Rbc Wealth Management – Private Banking
    Private Banking Associate
    Rbc Wealth Management – Private Banking Jul 2020 - Dec 2020
    Montreal, Quebec, Canada
    View
  • Rbc Wealth Management – Private Banking
    Client Advisor
    Rbc Wealth Management – Private Banking May 2017 - Jul 2020
    Montreal, Quebec, Canada
    -Provide private wealth management clients with exceptional customer service through completing transactions, engaging in needs-based conversations. In person, by phone, and by email.-Identify needs and provide tailored financial advice and solutions to clients -Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions -Understand & resolve client… Show more -Provide private wealth management clients with exceptional customer service through completing transactions, engaging in needs-based conversations. In person, by phone, and by email.-Identify needs and provide tailored financial advice and solutions to clients -Contribute to team sales results by listening and spotting opportunities to offer additional advice, introduce clients to the capability of RBC partners, or personally fulfil client solutions -Understand & resolve client concerns-Educate & assist clients with using RBC digital capabilities -Manage risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions Show less
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Laurent Roy Skills

Marketing Strategy Project Management Customer Satisfaction Operations Management Sales Management Public Speaking Marketing Communications International Business Teamwork Leadership Business Planning Customer Service Management Retail

Laurent Roy Education Details

Frequently Asked Questions about Laurent Roy

What company does Laurent Roy work for?

Laurent Roy works for Bmo Private Wealth

What is Laurent Roy's role at the current company?

Laurent Roy's current role is Portfolio Associate.

What is Laurent Roy's email address?

Laurent Roy's email address is la****@****stad.ca

What schools did Laurent Roy attend?

Laurent Roy attended Concordia University.

What skills is Laurent Roy known for?

Laurent Roy has skills like Marketing Strategy, Project Management, Customer Satisfaction, Operations Management, Sales Management, Public Speaking, Marketing Communications, International Business, Teamwork, Leadership, Business Planning, Customer Service.

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