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Jerry Montpetit

Jerry Montpetit

Customer Service Representative

Followers of Jerry Montpetit108 followers
location of Jerry MontpetitNewmarket, Ontario, Canada

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  • Timeline

  • About me

    Experienced Sales and Customer Service Professional

  • Education

    • Canadian Securities Institute

      -
      Investments and Securities

    • Brebeuf College School

      1980 - 1985
      SSHGD Liberal Arts and Sciences/Liberal Studies

    • York University

      1986 - 1988
      Liberal Arts and Sciences/Liberal Studies

  • Experience

    • ESSENTIAL LLP

      Jan 2003 - Jan 2012
      Customer Service Representative

      Provided construction project information and advice to clients

    • RBC Insurance

      Jan 2013 - Jan 2017
      Life & Health Advisor

      Managed a portfolio of insurance client accounts

    • Co-operators

      Jan 2021 - Jan 2022
      Associate Advisor

      Represented and sold insurance products and services

  • Licenses & Certifications

    • General Insurance certification

      Canadian Insurance Institute
      Aug 2021

    • LLQP

      Canadian Insurance Institute
      Aug 2013

    • Investment Funds in Canada

      Canadian Securities Institute (CSI)
      Jun 2017