Roger David

Roger David Email and Phone Number

Représentant en épargne collective, Pl. Fin Int. @ CF2G Gestion-Conseils
Montreal, QC, CA
Roger David's Location
Montreal, Quebec, Canada, Canada
About Roger David

At CF2G Gestion-Conseils, my approach is client-centric, designing investment strategies that honor our clients' unique financial landscapes. My academic journey concluded with a Bachelor’s in science comptable from École des sciences de la gestion (ESG UQAM) and an Associate’s Degree in Accounting and Business/Management from Collège de Maisonneuve, which together provide a robust foundation for my work in financial services.The skills honed during my tenure as a Financial Advisor at RBC—teamwork, meticulous accounting, and strategic budgeting—continue to be pivotal in my current role. These competencies, coupled with my passion for empowering individuals through financial literacy, drive me to build enduring client relationships and deliver tailored financial guidance with precision and care.

Roger David's Current Company Details
CF2G Gestion-Conseils

Cf2G Gestion-Conseils

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Représentant en épargne collective, Pl. Fin Int.
Montreal, QC, CA
Roger David Work Experience Details
  • Cf2G Gestion-Conseils
    Représentant En Épargne Collective, Pl. Fin Int.
    Cf2G Gestion-Conseils
    Montreal, Qc, Ca
  • Cf2G Gestion-Conseils
    Représentant En Épargne Collective, Pl. Fin Int.
    Cf2G Gestion-Conseils May 2023 - Present
    Montreal, Quebec, Canada
  • Rbc
    Financial Advisor
    Rbc Jul 2021 - Jul 2023
  • Lemay
    Accounting Technician
    Lemay Sep 2019 - Aug 2021
    Montreal, Quebec, Canada
  • Acceo Solutions
    Technicien-Comptable
    Acceo Solutions Feb 2016 - Sep 2019
    Montreal, Canada Area
  • Trustcan - Société De Gestion Immobilière
    Commis Comptable
    Trustcan - Société De Gestion Immobilière Jul 2015 - Feb 2016
    Adjoint administratif des comptes recevables

Roger David Skills

Microsoft Excel Microsoft Office Microsoft Word Service Client Powerpoint Microsoft Outlook Parler En Public Anglais Budgets

Roger David Education Details

Frequently Asked Questions about Roger David

What company does Roger David work for?

Roger David works for Cf2g Gestion-Conseils

What is Roger David's role at the current company?

Roger David's current role is Représentant en épargne collective, Pl. Fin Int..

What schools did Roger David attend?

Roger David attended École Des Sciences De La Gestion (Esg Uqam), École Des Sciences De La Gestion (Esg Uqam), College De Maisonneuve.

What skills is Roger David known for?

Roger David has skills like Microsoft Excel, Microsoft Office, Microsoft Word, Service Client, Powerpoint, Microsoft Outlook, Parler En Public, Anglais, Budgets.

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