Magdala Geneste, F.Pl Email & Phone Number

Montreal, Qc, Ca

Montreal, Qc, Ca

Montreal, Quebec, Canada

Boisbriand, Qc

Investors Group Financial Services Inc., Financial services firm

Montreal, Canada Area

•Provide advice and financial solutions to meet the needs of group plan customers by utilizing financial planning skills, assessing customer needs and by promoting and selling a full range of both member level group and individual products •Proactively identify opportunities and conduct activities to support Group Retirement Savings plan members financial goals and generate sales

Montreal, Canada Area

Montreal, Canada Area

- Promotes payout products to retiring members and achieves targets related to the Standard Life Advantage Program.- Organizes and delivers pre-retirement and retirement seminars and one-on-one sessions to Standard Life group pension plan members across Quebec and Atlantic regions. - Provides expertise, information and education to Plan Members with respect to retirement products, including the consolidation of their overall accumulation and the payout of assets to Standard Life. - Maintains a high level of expertise regarding pension legislation, financial products and information pertaining to legal, fiscal, taxation and corporate issues in order to support the line of business’s payout strategy for members.

Ville St-Laurent

As a Financial Planner, Investment & Retirement Planning, I: - Help customers identify their short and long-term goals - Confirm their achievable retirement date and budget - Assist them in enhancing their potential return through asset allocation - Help them adjust their current savings, if necessary - Determine their monthly income stream to meet their income needs - Review and reassess their plan annually or as they experience a major life event, such as the birth of a child, purchase of a cottage, receipt of an inheritance, or severance package - Provide a second opinion of their current financial plan

To acquire, relationship manage, grow and provide wealth management services to a mass affluent and / or emerging market portfolio, across multiple distribution channels.

* Manage a portfolio of personal accounts and relationships inclusive of selling a complete range of personal deposit, investments, and loan products* Proactively develop new client business through solicitation of client referrals and promotion of products and service offerings to address new and potential client's financial services needs * Maintain current knowledge of investment products and services gained through professional research of investment products, services, markets and options to provide ongoing client service. * Meet assigned sales targets through successful execution of sales activities and development of new business opportunities through sales initiatives and participation in branch campaigns. Sales targets would include intra-branch/intra-bank referrals including our wealth management businesses and Premier.

Training on credit risk, banking policy, compliance and account management requirements associated with the sales products and services.* Met with existing clients and walk-ins; assist them with all their immediate banking queries and needs in regards to deposit, investment, loan, and/or bankcard products and services.* Served as a PFS relationship account manager and conduct personal product sales, promote referrals of subsidiary products and service offerings.

• Rapidly acquired in-depth knowledge of the Bank's products and services• Offered optimal solution and tailored banking services to customers after a thorough analysis of their file• Consistently resolved simple to complex issues in a time frame of less than 270 seconds per client• Provided technical support for customers experiencing problems with their internet banking

Education record

Wealth Management Essentials (WME®)

Education record

Conduct and Practices Handbook (CPF®)

Education record

Canadian Securities Course (CSC®)

Group Insurance Of Persons Certificate Completed

Insurane Of Persons Certificate Completed

Financial Planner Designation, Professional Financial Services Education

Financial Planning for Businesses in Quebec April 11 Risk Management and Estate Planning -Quebec June 09 Investment and Tax Planning.

Bcomm, International Business, Finance

Activities and Societies: Member of JMIBA