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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

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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
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

Career

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
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.

Career

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
Career

Université de Sherbrooke

B.A.A., Finance

Champlain Regional College - Lennoxville

Commerce, Commerce