Anne France Allard, Pl. Fin.
About Anne France Allard, Pl. Fin.
Anne France Allard, Pl. Fin., is a Spécialiste Principale En Services Financiers Et En Retraite at CIBC in Saint-Jerome, Quebec, Canada, with extensive experience in financial services and a strong educational background in financial planning.
Current Title and Role at CIBC
Anne France Allard holds the position of Spécialiste Principale En Services Financiers Et En Retraite at CIBC. She has been working in this capacity since 2019 in Saint-Jerome, Quebec, Canada. Her role primarily focuses on retirement planning and providing comprehensive financial services to clients.
Previous Roles at CIBC
Before her current role, Anne worked as a Représentante services financiers at CIBC from 2018 to 2019. During her 10-month tenure, she focused on helping clients with various financial needs and services.
Career History Before CIBC
Anne has held several significant roles before joining CIBC. She worked as Directrice Financière at On-demand.ca from 2016 to 2018 in Blainville, Quebec. Prior to that, she served as Directrice Financière at Desmeules Automotive Group and St-Eustache Mitsubishi, each for 10 months. She also has experience as Directrice Financière at ALBI Le Géant and as Présidente, Entrepreneure général résidentiel et commercial at Afyla construction inc.
Educational Background
Anne has a robust educational background. She achieved a Baccalauréat in Gestion cheminement Planification financière from HEC Montréal, where she also obtained multiple certificates in Planification financière personnelle, Gestion d’entreprises, Financification de Marché, and more. Additionally, she completed professional training courses at institutions such as the Institut de planification financière and the L'Institut Canadien de Planification Financière.
Professional Certifications
Throughout her career, Anne has earned several key certifications. These include a Certificat de représentant from the AMF, a Cours de formation professionnelle from the Institut de planification financière, and Certificat en Planification de la retraite from L'Institut Canadien de Planification Financière. She also holds a Certificat de représentant in fonds d’investissements from the IFSE Institute.