William Moisan, Cfa, Pl. Fin. Email & Phone Number

Montreal, Quebec, Canada

Provide Holistic Financial Planning services.

Decarie & Ferrier, Quebec, Canada

As a Senior Financial Advisor, I make sure to help customers achieve their financial goals as efficiently as possible. Whether it's homeownership, retirement, debt management, education, etc., I can build a plan towards achieving each goals.-Delivering trusted financial advice to customers.-Provide a full range of customized financial solutions using a financial planning approach.-Understanding customer's financial goals and preferences, analyzing their needs and recommending the appropriate strategies and solutions to help them achieve their goals.-Focus on complex solutions and comprehensive financial planning using the Advice+ tool.

Montreal, Quebec, Canada

-Manage a portfolio of assigned customers using Salesforce CRM platform.-Help clients achieve their financial goals using in house financial planning tool called MonIdee & Suites Conseil then present the plan to clients using Microsoft Teams videoconference meetings.-Manage client's portfolios using the application CREOSUS. Promote NBF in house discretionary management solution called UMA. -Identify opportunities for synergy between sectors.-Ensure file compliance and risk management.-Direct clients to the right service offering, according to their needs.

Montreal, Quebec, Canada

-Joined a developed 2 people wealth management team with AUM of $200M+ with the main mandate to bring in new clients (Goal: 7-10M$/year).-Develops business with prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).

500 Place D'Armes, Montreal, Qc

My role consisted of giving wealth management advices, which included:-Discovering the goals and life events of clients by asking the right questions while actively listening and being empathic.-Doing financial projections to make sure clients were well aligned with their goals by implementing saving strategies.-Deepening my knowledge of registered accounts (i.e.: TFSA, RRSP, RIFF, LIF, RESP, Locked-In accounts, etc.) and making sure that my clients used them appropriately.-Familiarising myself with the bank's investment products (Mutual funds (NBI & PWM), Guaranteed investment vehicle (GIC), Guaranteed investment vehicle linked to the market (GICLM), Liquidities) to advise my clients accordingly.

The Black Watch (Royal Highland Regiment) Of Canada

Learned what an infantry soldier should know to be able to perform to the best of his ability if he/she were to ever participate in combat to defend his country. This included:-Communicating effectively and collaborate with others;-Expertly operate and maintain a wide range of weapons, including rifle, hand-grenades, light, medium and heavy machine-guns, and anti-tank weapons;-Use sophisticated equipment for field communications, navigation and night-vision surveillance;-Inspect and maintain weapon systems, vehicles, survival gear and personal defensive equipment;-Operate with support elements such as fighter aircraft, tactical and artillery;-Infantry movements and positioning (advance to contact, defensive position, hasty/deliberate assault, patrol, camouflage and concealment, escape-and-evasion tactics);-Close quarter combat, winter warfare, first aid, chemical warfare;-etc.Exercise Noble Guerrier 2013 - Joint training with the Marine Corps in Virginia, Fort Pickett.https://issuu.com/journaladsum/docs/vol_41_no_15_adsum_2013-01-30/14Exercise Noble Guerrier 2012 - Joint training with the Marine Corps in North Carolina, Camp Lejeune.https://www.dvidshub.net/news/82104/exercise-noble-guerrier-2012-partners-marines-canadian-army

Montreal, Qc

Provided best–in–class customer service in assisting clients with their inquiries about products, services, policies and claims through inbound calls.Solved client’s inquiries in a friendly and professional way from the very first call while adhering to Sun Life’s policies and procedures.Seeked opportunities to proactively provide clients with additional information on Sun Life Financial products & services available to them to support their financial and health goals.

Toronto, On

I established a professional relationship over the phone with existing clients, prospects, and financial advisors while answering their general inquiries on accounts, products offered by the company, and regarding the firm's policies.I was handling by Fax, by emails, and by postal mail the correspondence between the firm and the clients and financial advisors for every type of documents such as tax slips, account statements, and more, while communicating effectively with the processing department if adjustments were to be made.I performed research on historical data pertaining to the Fidelity (FID) mutual funds, I would also answer questions on tax implication of different situations (i.e.: registered vs non-registered accounts), and I managed the troubleshoot regarding internet access to investors and financial advisors

Montreal, Qc

Analyzing and marking the financial statements I received from the account managers when they were looking to grant loans to SMEs of different industries. (Underwriting) Assisting during the underwriting steps and following up afterwards: Building up new credit request documents, following up with annual reviews, and updating files of existing clients.My goal was to make sure I was collaborating with the team of commercial account managers so that they would efficiently manage their time, mainly to spend more time on developing new business.

Longueuil, Qc

Had the mandate to analyze the internal process that was already put into place in each department to ensure we had a simple and standard process as a whole when updating the suppliers data information.Was in charge of updating the inactive purchasing orders list that were older than one year.I also took the mandate to be the liaison agent with the Accenture employees, a subsidy located in India, for the administrative requests.I organized and coordinated the Lunch&Learn meetings with the employees who wanted to attend.

Bachelor Of Commerce (B.Com.), Finance & Economics

Social Science, Commerce