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Julien Jauffret

Julien Jauffret

Analyste

Followers of Julien Jauffret2000 followers
location of Julien JauffretGreater Montreal Metropolitan Area

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  • Timeline

  • About me

    MBA, CIM, Wealth Advisor - National Bank Financial

  • Education

    • Lycée privé de Provence

      -

    • HEC Montréal

      2018 - 2020
      Master of Business Administration - MBA Finance, General

    • Ecole Hôtelière de Lausanne

      2010 - 2014
      Bachelor of Science Finances

  • Experience

    • TGP Consulting Ltd

      Jun 2013 - Nov 2013
      Analyste

      ➢ Asset Management: Maximized the value of our existing portfolio.➢ F&B Concept development/Repositionning➢ Project management for openings of F&B concepts➢ Operational reviews and action plan development

    • Manulife Securities

      Sept 2015 - Aug 2016
      Associate Investment Advisor

    • National Bank Financial

      Sept 2016 - now

      • Wealth Advisor - Team Guy Côté

        Apr 2019 - now

      • Investment Advisor

        Sept 2016 - Mar 2019

  • Licenses & Certifications

    • Gestionnaire de placements agréé (CIM)

      Canadian Securities Institute
      Dec 2021
      View certificate certificate

    • Advanced Investment Strategies (AIS)

      Canadian Securities Institute
      Aug 2020
      View certificate certificate

    • Cours relatif au manuel sur les normes de conduite

      Canadian Securities Institute (CSI)

    • Notions Essentielles en Gestion de Patrimoine - Wealth Management Essentials

      Canadian Securities Institute (CSI)
      Mar 2017

    • Cours sur le Commerce des Valeurs Mobilières

      Canadian Securities Institute (CSI)

  • Volunteer Experience

    • Vice président

      Issued by Aile Jeunesse Fondation Hôpital Sacré-Coeur on Mar 2017
      Aile Jeunesse Fondation Hôpital Sacré-CoeurAssociated with Julien Jauffret