Louis-Christophe Koreki

Experience

• 

  Broadway CheeseCakes

  Sept 2012 - Sept 2014

  Cashier

  Team LeaderResponsible of closingCashierServer

• 

  District 3 Innovation Center

  Sept 2014 - Dec 2014

  Budget Analyst

  I was working with entrepreneurs. I was helping them with the budget, and financial part of their business plans to make them attractive to investors.

• 

  BMO Financial Group

  Jan 2015 - Sept 2017

  I was meeting sales objectives by having our clients make better investment decisions. I was working closely with the investment team, advisors, and financial planner. I was helping clients with their banking transactions, and their different accounts inquiries which included:- Checking & Saving accounts- Mortgages - Credit Card accounts- Line of credits Working with clients on issues related to credit card accounts.

  • Short Term Investment Associate

    Jun 2016 - Sept 2017

  • Banking Services Associate

    Jul 2015 - Jun 2016

  • Credit Card Associate

    Jan 2015 - Jul 2015
• 

  CI Investments Inc.

  Jul 2019 - Feb 2021

  Financial Services Associate

  I am working closely with advisors and dealers as a specialist having great knowledge of Mutual funds accounts and Segregated funds contracts.I work closely with the different teams of the company to attend to mutliple matters, and meet deadlines.

• 

  Caisse Desjardins du Plateau-Mont-Royal

  Mar 2021 - Apr 2022

  Personal Financial Advisor / N5
• 

  Desjardins

  May 2022 - now

  Financial Advisor / N7