Maxime has been with RBC Dominion Securities since 2021. In his role, he coordinates a variety of daily administrative tasks, oversees account management, prepares portfolio reports for client meetings, and assists clients with their requests and transactions. Maxime also handles client trades, including the buying and selling of financial products. His expertise is instrumental in supporting both the team and clients in achieving their financial goals while delivering high-quality customer service.
Maxime holds a bachelor's degree in finance from the Université du Québec à Montréal, which he earned in 2021. With over three years of experience in the financial industry, he has developed a deep knowledge and passion for finance. Throughout his career, Maxime has held various positions related to customer service, compliance, and advisory roles. He is licensed to trade securities, having completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). Maxime is also preparing to undertake the Wealth Management Essentials (WME) designation, which will further enhance his ability to serve our clients with comprehensive wealth management solutions.
