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Julie Ouellet

Julie Ouellet

Regional Director Investments / Mutual Fund Wholesaler

National Bank of Canada

Regional Director Investments at National Bank Advisor Distribution





National Bank of Canada

Regional Director Investments / Mutual Fund Wholesaler

From January 2009 to present: Montreal, Southshore and Eastern Townships
From March 2008 to December 2008: Montreal, Gatineau and Ottawa

- Work effectively with a team in order to achieve sales targets within a defined territory
- Strengthen existing and prospect new advisor relationships
- Maintain regular contact with advisors through one on one meetings & branch presentations
- Provide sales ideas, product information and market updates to Financial Advisors

Career medium 04
Career medium 01

Fidelity Investments

Representative - Service Solution Unit

- Provides brokers and back office staff with the most efficient method to resolve problems.
- Processes adjustments, invoices, or collections from losses due to indemnities and reconciliation of wire order trades
- Responds to questions related to accounts issues, policies and procedures.
- Correspond with clients (brokers and financial planners), dealers, and intermediary parties


National Bank of Canada

Regional Associate / Inside Wholesaler – Montreal, South Shore, Eastern Township.

- Make proactive business development calls to independent financial advisors in order to present investment solutions that meet the varied needs of their clients
- Actively participate in the business development in the territory in order to meet sales objectives
- Develop a segmentation and communication strategy with the Sales Manager
- Develop sales concepts and presentations

Career medium 03
Career medium 05

National Bank of Canada

Investment Agent - Business Development

- Giving advices to clients regarding their mutual funds portfolios.
- Identifying business opportunities and establishing a strong relationship with assigned client portfolio.
- Taking charge of clients using the website : giving advices to clients by e-mail and supervising web trades.
- Developing knowledge of products, market and industry.


National Bank of Canada

Director of Financial Services

Director of financial services (internship from January to April 2002).
Client services representative (part time : from August to December 2001and from May to August 2002.).

- Training of Financial Services Manager.
- Giving advices to clients on products and services. (investment, loans, mortgages).
- Establish a personal relationship with clients.
- Being informed of products and services in the industry.

Career medium 01

Université de Sherbrooke

B.A.A., Finance

Champlain Regional College - Lennoxville

Commerce, Commerce