Joseph Robert
About Joseph Robert
Joseph Robert is a Sales Executive currently employed at Firmex in the Toronto, Canada Area since 2019. He has extensive experience in the financial services sector, having worked in various roles at CI Investments Inc. from 2015 to 2019.
Work at Firmex
Joseph Robert has been employed at Firmex as a Sales Executive since 2019. In this role, he is responsible for driving sales initiatives and managing client relationships within the Toronto, Canada Area. His experience in sales and client support contributes to the company's objectives in delivering secure document sharing and virtual data room solutions.
Previous Experience at CI Investments Inc.
Before joining Firmex, Joseph Robert worked at CI Investments Inc. for a total of four years. He began as a Financial Services Representative from 2015 to 2017, where he provided support in financial services. He then transitioned to the role of Sales Support Representative for 11 months in 2017, followed by two years as an Internal Wholesaler until 2019. His tenure at CI Investments Inc. equipped him with valuable skills in sales and client management.
Education and Expertise
Joseph Robert studied at Dalhousie University, where he earned a Bachelor’s Degree in Commerce with a major in Finance from 2011 to 2015. His academic background in finance provides him with a strong foundation for his roles in the financial services sector. He also completed his high school education at Crescent School from 2005 to 2011.
Background
Joseph Robert has a background in finance and sales, with a focus on client relations. His career began in the financial services industry, where he gained experience at CI Investments Inc. His progression through various roles at the company highlights his commitment to professional development and expertise in sales.