Catherine Plante
About Catherine Plante
Catherine Plante is a financial security advisor and representative in collective savings, currently working at Primerica and Desjardins in Québec, Canada. With over thirty years of experience in wealth management and personal insurance, she specializes in customer experience and financial health strategies.
Work at Primerica
Catherine Plante has been serving as a Conseillère en sécurité financière et Représentante en épargne collective at Primerica since 2019. In this role, she focuses on providing financial security advice and collective savings solutions to clients in Québec, Canada. Her experience in the financial sector allows her to assist clients in managing their financial health effectively.
Current Position at Desjardins
Catherine Plante holds the position of Directrice Expérience membre et client multicanal at Desjardins, a role she has maintained since 2001. With over two decades of experience at Desjardins, she is responsible for enhancing member and client experiences across multiple channels in Lévis and Montréal. Her expertise in customer experience strategies is integral to her current role.
Previous Experience at TD and Desjardins
Catherine Plante previously worked at TD as Directrice de comptes commerciaux from 1989 to 1996, where she managed commercial accounts in Montréal and Québec for seven years. She also held the position of Directrice de comptes commerciaux at Desjardins for one year in 1996-1997, specifically at Caisse Populaire Desjardins in Loretteville. This diverse experience has contributed to her extensive knowledge in wealth management.
Education and Expertise
Catherine Plante studied at Université Laval, where she earned a BACC in Marketing et Finance from 1986 to 1989. Her educational background laid the foundation for her career in financial services. She has developed skills in coaching sales teams and marketing specialists, focusing on achieving business plans and enhancing customer experiences.
Professional Background
With over three decades of experience in wealth management and personal insurance, Catherine Plante has built a robust career in the financial industry. She previously worked at Primerica as Propriétaire et directrice des opérations en Services financiers from 1997 to 2001. Her extensive background equips her with the knowledge and skills necessary to support clients in managing their financial health.