Julie Bergeron
About Julie Bergeron
Julie Bergeron is a financial services representative at CIBC in Sherbrooke, Québec, with extensive experience in financial advising and project management.
Current Position at CIBC
Julie Bergeron is currently serving as the Representante principale services financiers PME at CIBC in Sherbrooke, Québec, Canada. She has been with the company since 2021, bringing her extensive experience in financial services to her role.
Previous Experience at Fédération des caisses Desjardins
From 2019 to 2021, Julie Bergeron worked at the Fédération des caisses Desjardins du Québec as a Conseillère en gestion de patrimoine. During her two-year tenure, she focused on wealth management.
Experience at iA Groupe financier
Julie Bergeron served as a Conseiller financier at iA Groupe financier from 2017 to 2018. Located in Magog, Quebec, Canada, she worked in this position for one year, honing her skills in financial advising.
Educational Background
Julie Bergeron has a diverse educational background. She studied Planification financiere at Université TÉLUQ and achieved a Certificat. At Institut IFSE, she completed a course in fonds investissements au Canada in 2014. Julie also holds several qualifications from IFP Montréal, including certifications in Adjointe / secrétaire administrative, Comptabilité / Tenue de livres, and Administration / gestion des petites entreprises. Additionally, she studied conseil financiers at Cégep de Matane and achieved an AEC, and completed a DEP in Coiffure / coiffeur et coiffeur styliste at Ecole de coiffure Paul de Ryckey.
Roles in Financial Services
Julie's career in financial services includes several key roles. She worked at Financière liberté 55 as a Conseillère en sécurité financière, Représentante en investissement from 2013 to 2015. Julie also served at Services financiers Yvan Hémond as a Conseillère securité financière et investissement from 2015 to 2016. Furthering her expertise, she was employed by leprohon inc. from 2016 to 2017 as an adjointe de chargés projet réfrigération et ventilation in Sherbrooke, Quebec, Canada.