Patrick Guilbault

Branch Administrator & Assistant Branch Manager @Scotia Wealth Management

Montreal, QC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2024 — Present

Branch Administrator & Assistant Branch Manager @Scotia Wealth Management

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Montreal, QC, CA

EDUCATION

1997 — 1999

Cegep de Drummondville

DEC

1999 — 2003

Université Laval

Bachelor of Business Administration (B.B.A.)

2005 — 2012

Canadian Securities Institute

CSC, CPH, DFC, OLC, TAC, OSTC, FRM, CCO, PMT

SKILLS

Fixed IncomeFinanceComsetI2 Analyst Notebook & IbaseCscMutual FundsRetail BankingNrdThomson OneComplianceLife Insurance KnowledgeIbm IsmFast LearnerSuitabilityCcoSecurity BrokerageSecurity & Fixed Income Risk AnalysisReal Estate AppraisalDerivatives

ABOUT PATRICK GUILBAULT

I want to develop my talents and knowledge in portfolio management and in compliance in the finance industry. My recent experience in a financial services firm and in a self-regulatory organisation provided to me great analytical knowledge in the stock brokerage business along with its regulation in constant evolution. I have developed over the years an extensive expertise in rating the involved risk of any type of investments. I have also developed a speciality in currencies, commodities and derivatives.

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Patrick Guilbault — Branch Administrator & Assistant Branch Manager at Scotia Wealth Management in Montreal, QC, CA | Unifers