Administrative Support & Investments Professional Resume Title
Resume:
MATTHEW FREITAS
INVESTMENT ADVISOR
Mississauga, ON L5L 2H3
***********@*****.***
OBJECTIVE
Experienced RBC Investment Advisor seeking a transition to a new role as an Administrative assistant. Skilled in data entry, customer service, problem-solving, and relationship-building. Proficient in financial services and adept at navigating banking systems and databases with highly accurate data entry skills. Strong communication and listening skills with a commitment to providing exceptional service. Ready to bring my expertise to a new challenge in a fast-paced environment.
EDUCATION —
EXPERIENCE
IFIC Investment Funds of Canada, Canadian Securities Institute
Food and Nutrition Management George Brown College
July 2024 - December 2024
Personal Banking Associate at BMO
●Expertly provides personal banking needs and Investment Services at branch level
July 2020 - September 2023
Investment Advisor at Royal Bank of Canada
●Professionally, and empathetically provided customized advice to clients regarding a wide variety of banking, and investment needs
March 2019 – July 2020
Design eBay Specialist at Staples
●Evaluated, and troubleshot technologies to repair minor issues for resale
●Organized, and accurately maintained product specifications, and condition details for online sales
April 2017 – February 2019
Lead Sales Associate at RONA
●Problem solved through customization of solutions to fit the niche needs of the clients
KEY SKILLS
●Portfolio Management
●Investment Opportunity
●Identification
●Attention to detail
●Financial Goal Planning
●Client Recruiting & Retention
●Customer Service-Oriented
●Critical Thinking
●Persuasive Negotiator
Created, managed and modified investment holdings and plans to strategize and cater to specific client goals in both bear, and bull markets in the most tax efficient way possible
REFERENCES
Available Upon Request
Contact this candidate