directeur relationnel services financiers commerciaux - rbc banque royale@ RBC
St-Romuald, Quebec, Canada
Maxim Ouellet
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HEC Montréal
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FlashIntel GPTMaxim Ouellet, Pl. Fin. is a financial planner with 9.4 years of experience. Based in Canada, he is dedicated to analyzing and assisting clients in their financial planning. Maxim is skilled in financial planning, focusing on personal and financial needs to create a successful plan that aligns with their goals. He has worked at RBC Bank Royale du Canada, Fonds d'Investissements Royal Inc. in various roles, including Financial Planning and Expert in Bancaires. Maxim is committed to implementing a financial plan that will benefit the organization.
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Emails and Phone Numbers
About
En tant que planificateur financier, je souhaite ardemment connaître vos objectifs et vous aider à les réaliser. La planification financière est un processus dynamique tenant compte de vos besoins personnels et financiers afin de créer un plan qui vous permettra d’atteindre vos objectifs de vie. Je peux vous aider à mettre en œuvre un plan que nous actualiserons au fil des ans. RBC Banque Royale du Canada, Fonds d’Investissements Royal Inc.
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directeur relationnel services financiers commerciaux - rbc banque royale
Banking Services Advisor
Conseiller Expert En Services Bancaires
Banking
Maxim Ouellet's Professional Milestones
- Banking Services Advisor (2014-05-01~2016-01-01): Conducted comprehensive financial assessments to assist clients in navigating the financial landscape.
- directeur relationnel services financiers commerciaux - rbc banque royale (2016-08-01~): Provided strategic financial advice and recommendations, optimizing financial performance and contributing to company profitability.
Education
Finance De Marché
2011-2014Certification
Colleagues
Deepali Raina
Business Analyst | Product Owner | Financial Services Transformation & Digital Delivery
Amita Patel
franchise owner at sankalp restaurant
Arthur Chung
product owner private cloud at rbc
Temi O.
Senior IT Professional | Founder-Wording Business Owner | Founder | A MBA Student
Darren Morrow
Real Estate Investor | Business Owner
Other Named Maxim Ouellet
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Maxim Ouellet works for RBC
Maxim Ouellet's role in RBC is directeur relationnel services financiers commerciaux - rbc banque royale
Maxim Ouellet works in the industry of Banking
Maxim Ouellet's colleagues are Deepali Raina,Amita Patel,Arthur Chung
Maxim Ouellet's latest job experience is directeur relationnel services financiers commerciaux - rbc banque royale at RBC
Maxim Ouellet's latest education in HEC Montréal
