Yan Morneau
About Yan Morneau
Yan Morneau is a financial services and retirement specialist currently working at CIBC in Beloeil, Quebec, Canada. He has extensive experience in financial advising and customer service roles at CIBC and holds multiple certifications in finance and accounting from Université du Québec à Montréal and other institutions.
Current Position at CIBC
Yan Morneau currently holds the title of Specialiste En Services Financiers Et En Retraite at CIBC, based in Beloeil, Quebec, Canada. He started this role in 2007. His work revolves around providing financial and retirement services.
Previous Roles at CIBC
Before his current position, Yan Morneau served as a Financial Advisor at CIBC World Markets from 2007. He also held the role of a Representative in Financial Services from 2006 to 2007 in St-Hyacinthe. Yan started his career at CIBC as a Customer Service Representative, a position he held from 2003 to 2006 in Monteregie.
Education in Accounting and Business Administration
Yan Morneau pursued higher education at Université du Québec à Montréal, where he earned two certificates. He studied Comptabilité and achieved a Certificat en Comptabilité Générale from 2012 to 2015. He also completed a Certificat en Planification Financière in Administration et Gestion des Affaires, Général from 2009 to 2012.
Professional Studies and Certifications
In addition to his formal education, Yan Morneau has undertaken several specialized courses and certifications. He completed the CCVM Cours sur le Commerces des Valeurs Mobilières at CSI Canada in 2009. He also received a license in Mutual Funds from the Institut des Banquiers Canadiens in 2006.