Xavier Picard

Xavier Picard

Financial Planning Intern @ IG Wealth Management

About Xavier Picard

Xavier Picard is a Financial Planning Intern at IG Wealth Management and has experience in customer service and sales roles at various companies in Quebec, Canada. He holds a degree in Finance and Marketing from Université Laval, where he studied from 2019 to 2023.

Work at IG Wealth Management

Xavier Picard currently holds the position of Financial Planning Intern at IG Wealth Management. He has been in this role since 2021, accumulating three years of experience in financial planning. His responsibilities likely include assisting clients with their financial goals and providing support to financial advisors in developing tailored financial strategies.

Experience at Café Vittoria

Xavier has worked at Café Vittoria as a Représentant événement promotionnel since 2019. Over the past five years, he has been involved in promoting events for the café, likely engaging with customers and enhancing the café's visibility in the community. This role has contributed to his skills in customer interaction and event promotion.

Previous Employment at National Bank of Canada

From 2020 to 2021, Xavier worked at the National Bank of Canada as a Représentant service à la clientèle. During his seven-month tenure in Charny, QC, he provided customer service, assisting clients with their banking needs and inquiries. This experience helped him develop a strong foundation in customer relations within the financial sector.

Sales Experience at Best Buy

Xavier gained retail experience as a Salesperson at Best Buy from 2017 to 2019. Over the course of two years, he engaged with customers, assisted them in selecting products, and contributed to sales goals. This role enhanced his communication skills and understanding of consumer behavior.

Education in Finance and Marketing

Xavier studied at Université Laval, where he pursued a degree in Finance and Marketing from 2019 to 2023. His education provided him with a comprehensive understanding of financial principles and marketing strategies, equipping him with the knowledge necessary for his roles in financial planning and customer service.

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