M/F
MATTHEW
FREITAS
About
Initiative-taking Investment Specialist with an
ardent desire to take on new challenges.
Uncompromising work ethic, adaptability, and
exceptional people skills. Adept at working
effectively unsupervised, and quickly mastering
new skills, and applications, Client, and Solutions focused mindset with unique abilities to connect,
relate, and translate complex concepts into clear, understandable examples.
Experience
Investment Advisor
Royal Bank of Canada, Mississauga, Ontario
09/2020 – Current
• Professionally, and empathetically provided
customized advice to clients regarding a wide
variety of banking, and investment needs
• Created, and modified investment holdings,
and plans to strategize to specific client goals
in both bear, and bull markets
Design eBay Specialist
Staples, Mississauga, Ontario
03/2019 – 12/2019
• Evaluated, and troubleshot technologies to
repair minor issues for resale
• Organized, and accurately maintained product
specifications, and condition details for online
sales
Appliance Sales Person
RONA, Mississauga, Ontario
04/2017 – 02/2019
• Problem solved through customization of
solutions to fit the niche needs of the clients
Education
IFIC in Investment Funds in Canada
Canadian Securities Institute Toronto, Ontario
04/2022
Food, and Nutrition Management
George Brown College Toronto, Ontario
01/2016
Baking / Pastry
George Brown College Toronto, Ontario
01/2011 – Dean’s List – Top 5% of Class
Skills
• Portfolio Management
• Investment Opportunity Identification
• Attention to detail
• Financial Goal Planning
• Client Recruiting and Retention
• Customer Service-Oriented
• Critical Thinking Skills
• Persuasive Negotiator
Mississauga, Ontario ad2kxx@r.postjobfree.com 647-***-****