Matthew Tkacz

Ottawa

Summary

Motivated and detail-oriented bilingual finance professional with experience in personal and commercial banking across RBC and HSBC. Strong client relationship builder with a proven ability to exceed performance targets and deliver high customer satisfaction, evidenced by consistently high Net Promoter Scores (NPS). Currently completing the Canadian Securities Course (CSC) to deepen financial advisory expertise and planning to pursue an MBA in Finance. Fluent in English and conversational in French, with a strong foundation in financial products, compliance, and cross-functional collaboration. Eager to contribute financial acumen and customer-centric service to a forward-thinking financial institution.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

years of professional experience

Work History

Banking Advisor

RBC (Royal Bank of Canada)

04.2024 - 08.2025

Served clients with financial solutions across savings, credit, investments, and insurance.
Recognized for exceptional service quality and NPS scores.
Built internal referral relationships to increase branch performance.
Navigated RBC systems during the HSBC merger to ensure seamless client transitions.
achieved sales targets over 600k for mortgages and GIC referrals with 10 customer satisfactions scores based off of performance reviews

Personal Banker

HSBC Bank Canada

06.2023 - 04.2024

Delivered advice on mortgages, mutual funds, credit, and investment solutions.
Managed KYC and AML compliance for international clients.
Opened accounts and processed credit applications in first week.
Built long-term client relationships with tailored solutions.

Education

Honours Bachelor of Commerce - Finance

University of Ottawa – Telfer School of Management

Ottawa, ON

01.2026

Skills

Fluent in English, conversational in French
Comprehensive financial analysis
Proficient in Excel, Word, and PowerPoint
Attention to detail
Proficient in banking software
Portfolio investment strategies
Service excellence
Effective verbal communication
Cash management
Customer Relationship Management (CRM)
Compliance regulation understanding

Market analysis and portfolio simulation
Client acquisition
Investment portfolio management
Proficient in financial management
Effective time management
Analytical reasoning
Strategic investment recommendations
Technical aptitude
Credit assessment
Profitability analysis
Financial planning

ADDITIONAL HIGHLIGHTS

Maintained high NPS scores through exceptional service and follow-up.
Passionate about financial literacy and empowering clients.
Fast learner with proven adaptability to new environments and systems.

Languages

English

Native or Bilingual

French

Professional Working

Timeline