Mardig Boghossian, Pl.Fin. Email and Phone Number
Mardig Boghossian, Pl.Fin. work email
- Valid
Mardig Boghossian, Pl.Fin. personal email
Financial planner with over 9 years of progressive experience in the banking industry. With a proven track record in linking corporate vision to delivering desired results through people empowerment and the effective use of resources, processes, and technologies. Demonstrated ability to plan, develop and manage continued business relationships with clients. A strong motivator and team player with effective leadership, communication, decision-making, problem-solving and interpersonal skills, together with a bottom-line corporate focus and a results-driven attitude. Key Competencies: - Financial Planning- Leadership and coaching - Business development Key Achievements : - Earned top-level class in the bank performance scale- Nominated and selected to be a team leader out of many candidates - Managed internal projects several times within big groups“Les opinions, endossement et les recommandations exprimés dans mon profil ne reflètent pas nécessairement ceux de la Banque Nationale Investissements Inc. Ce site et les communications électroniques sont surveillés par Banque Nationale Investissements Inc à des fins de conformité.”
Ig Wealth Management
View- Website:
- investorsgroup.com
- Employees:
- 270
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Financial Planner | Financial Security AdvisorIg Wealth ManagementMontreal, Qc, Ca
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Financial PlannerNational Bank Of Canada Apr 2023 - PresentLaval, Quebec, CanadaFR• Identifier les besoins d'investissement et de financement de la clientèle afin d’élaborer un plan financier personnalisé• Conseiller la clientèle en fonction de leurs besoins et des tendances du marché pour offrir des solutions adaptées• Créer des opportunités de développement des affaires pour augmenter la clientèle et le volume des portefeuilles existants• S'assurer de l'application des normes de qualité de service et de qualité opérationnelle, de même que du respect des règles de conformité et de gestion des risquesENG• Identify clients’ investment and financing needs in order to draft a personalized financial plan• Advise clients based on their needs and market trends to offer customized solutions• Create business development opportunities to increase the number of clients and the volume of existing portfolios• Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed -
Conseiller, Gestion De Patrimoine - Démarrage Et Milieu De Vie ActiveDesjardins Jan 2021 - Apr 2023Caisses Des Grands Boulevard De LavalFR• Conseiller les membres et clients sur les meilleures stratégies et déterminer avec eux les résultats visés• Agir à titre de responsable de la relation d’affaires, évaluer la satisfaction des membres et clients et la qualité du service, assurer les suivis et recommander les améliorations requises• Demeurer à l’affût de l’actualité financière, des tendances du marché et des meilleures pratiques• Réaliser différentes activités de représentation et participer à la présence de la caisse dans le milieuENG• Advise members and clients on the best strategies and work with them to identify expected results• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement• Stay up-to-date on the financial services industry, market trends and best practices • Participate in outreach activities and represent the Caisse in the community -
Conseiller, Services Aux ParticuliersLaurentian Bank Of Canada Oct 2018 - Jan 20212490 Rue De SalaberryFR• Développer des stratégies de vente en fonction du profil des clients afin de les fidéliser• Analyser et évaluer les besoins de financement et d’investissement des clients en fonction de leur situation financière• Proposer des solutions adaptées aux besoins des clients et offrir des alternativesENG• Develop sales strategies for specific clients to develop their loyalty• Analyze and evaluate clients’ financial and investment needs based on their financial situation• Maintain and develop continued business relationships with the clients in the portfolio and potential clients -
Conseiller, Service TélébancaireLaurentian Bank Of Canada May 2015 - Oct 2018Montreal, Canada AreaFR• Supporter la clientèle dans l’utilisation des systèmes automatisés • Répondre aux demandes complexes et aux questions demandant un suivi• Proposer des solutions adaptées aux besoins des clients et offrir des alternatives ENG• Providing customer support in the use of automated banking systems • Addressing complex customer requests and claims requiring a follow-up• Offering solutions adapted to customer needs
Mardig Boghossian, Pl.Fin. Skills
Mardig Boghossian, Pl.Fin. Education Details
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Finance, General -
Health Science
Frequently Asked Questions about Mardig Boghossian, Pl.Fin.
What company does Mardig Boghossian, Pl.Fin. work for?
Mardig Boghossian, Pl.Fin. works for Ig Wealth Management
What is Mardig Boghossian, Pl.Fin.'s role at the current company?
Mardig Boghossian, Pl.Fin.'s current role is Financial Planner | Financial Security Advisor.
What is Mardig Boghossian, Pl.Fin.'s email address?
Mardig Boghossian, Pl.Fin.'s email address is ma****@****enne.ca
What schools did Mardig Boghossian, Pl.Fin. attend?
Mardig Boghossian, Pl.Fin. attended Concordia University, Collège De Bois-De-Boulogne.
What skills is Mardig Boghossian, Pl.Fin. known for?
Mardig Boghossian, Pl.Fin. has skills like Time Management, Research, Teamwork, Leadership, Powerpoint, Social Media, Customer Service, Marketing, Sales, Team Leadership, Management, Team Building.
Who are Mardig Boghossian, Pl.Fin.'s colleagues?
Mardig Boghossian, Pl.Fin.'s colleagues are Elaine Jose, Robert Middelkoop, Jacinthe Mallais, B Ng.
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