Mathieu Khazaka
Kirkland
Summary
Recent Finance graduate with hands-on experience in personal banking, specializing in cash management, investments, credit, and wealth protection. Skilled in financial analysis, client relationship management, and problem-solving. Former elite-level hockey player, bringing a strong work ethic, teamwork, discipline, and the ability to perform under pressure. Seeking a role where I can leverage both technical expertise and leadership experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Services Representative
CIBC
11.2024 - 08.2025
- Delivered comprehensive financial solutions across the four quadrants of personal banking: cash management, investing, credit, and wealth protection.
- Assisted clients in managing daily banking needs, optimizing investment portfolios, and achieving long-term financial goals.
- Provided guidance on credit products, including loans, mortgages, and lines of credit, ensuring responsible borrowing.
- Supported in wealth protection strategies, including insurance and risk management solutions.
Sales Representative
Audi West Island
05.2021 - 08.2022
- Engaged customers to identify needs and recommend appropriate products.
- Assisted in processing sales transactions accurately and efficiently.
- Developed product knowledge to effectively address customer inquiries.
- Supported promotional events to enhance brand visibility and drive sales.
Education
BBA - Finance
Concordia
Montreal, QC06-2024
DEC - Commerce
Dawson College
Montreal12-2019
Skills
Financial Analysis
Data Management & Reporting
Advanced Excel / Spreadsheet Modeling
Risk Assessment & Management
Attention to Detail
Problem Solving & Critical Thinking
Languages
English
Native or Bilingual
French
Full Professional
Certification
Canadian Securities Certification
Timeline
Financial Services Representative
CIBC
11.2024 - 08.2025
Sales Representative
Audi West Island
05.2021 - 08.2022
BBA - Finance
Concordia
DEC - Commerce
Dawson College
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