
Mathew Andre, Pl. Fin.
Food Server

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About me
TD Wealth Financial Planning Direct
Education

Escola Lusitana Portuguesa
2002 - 2012Certificate
Rosemount High School
2006 - 2011DES High School Diploma
Concordia University
2014 - 2018Bachelor's degree Finance, General
Dawson College
2011 - 2013DEC SOCIAL SCIENCES
Experience

Subway
Jun 2009 - Jun 2016Food Server- Take orders from customers, assemble orders and act as cashier. Ensure proper opening and closing of the restaurant.- Delegated tasks among my team members to complete orders quickly and with the appropriate procedures. - Ensure customer satisfaction, resolve complaints when a customer is dissatisfied.

Ipsos
Jun 2014 - Sept 2015Market Research Interviewer- Collecting data using CATI (Computer Assisted Telephone Interviewing). - Collect data on various studies. In most cases, it would be necessary to convince the appellant who exactly matches the criteria to complete the study.- Follow specific guidelines with a high level of execution and integrity.- Verbal communication skills developed.- Communication conducted in a professional and friendly manner.

Air Canada
Jun 2016 - nowRamp Agent- Loading and unloading of luggage and cargo in a limited time. Operate heavy equipment such as tractors, pushbacks, air starters,conveyors and loaders.- At times, had to intervene and assign tasks to fellow colleagues with less experience so that each of us can focus on a task so that the flight can leave on time. Had to show leadership, communication and teamwork skills in the heat of the moment.- Maintained very strict rules and guidelines at all times.

TD
Sept 2019 - nowFinancial Planner
Apr 2024 - nowFinancial Planner
Apr 2024 - Apr 2024Associate Planner
Sept 2021 - Apr 2024Investment Representative
Sept 2019 - Nov 2021
Licenses & Certifications

Wealth Management Essentials
Canadian Securities InstituteJul 2022
IQPF Professional Training Course
IQPFJul 2023
Derivatives Fundamentals and Options Licensing Course
Canadian Securities InstituteOct 2020.webp)
Conduct and Practices Handbook
Canadian Securities Institute (CSI)Feb 2020
Canadian Securities Course
Canadian Securities InstituteNov 2019
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