Gurpreet Kaur
Ajax
Summary
Active team leader experienced in leading teams and driving successful project outcomes. Proven track record of creating and improving processes to increase efficiency and productivity. Results-oriented professional with expertise in developing high-performing teams. Skilled in leveraging technology and data to drive innovative solutions and profitable growth.
Overview
6
6
years of professional experience
2022
2022
years of post-secondary education
1
1
Certification
Work History
Insurance Advisor
TD Insurance
Markham
11.2025 - Current
- Advised clients on insurance policies and coverage options.
- Conducted thorough risk assessments for individual client needs.
- Facilitated claims processing and ensured timely resolutions.
- Delivered exceptional customer service to enhance client satisfaction.
Financial Services Representative
Cash4You
Ajax
10.2023 - 11.2025
- Assisted clients in understanding financial products and services.
- Processed loan applications and verified customer information efficiently.
- Cold-called potential clients to discuss available financial products and services.
- Managed client portfolios to optimize financial performance and meet investment objectives.
Manager
Tim Hortons
Ajax
05.2020 - 03.2023
- Generating regular Financial reports such as income statements, balance sheets, and identifying cost saving opportunities
- Managing payroll processes, including calculating and distributing employee salaries and ensuring compliance with labour laws.
- Collaborating with Management team to set menu prices that ensure profitability while remaining competitive in Market.
- Maintained accurate records of financial transactions while adhering to all accounting regulations, reflecting attention to detail.
Cashier Manager
Shoppers Drug Mart
Ajax
05.2021 - 07.2022
- Balanced cash registers by counting cash, depositing funds, and determining end-of-day balance.
- Reviewed and analyzed weekly sales reports to identify areas for improvement in cashier performance.
- Created schedules for cashiers that maximized coverage while minimizing labor costs.
- Implemented strategies designed to reduce shrinkage at the registers.
- Reconciled daily cash receipts and maintained accuracy of all financial transactions.
Education
HUMAN RESOURCES IN BUSINESS ADMINISTRATION -
Durham College of Applied Arts
OshawaSkills
- Customer Relationship Management
- Control of Expenses
- Customer Service
- Information Confidentiality
- Cost Management
- Financial Statements
- Sales and Marketing
- Financial Management
- Regulatory compliance
Certification
OTL Licensed
First Aid-CPR
Timeline
Insurance Advisor
TD Insurance
11.2025 - Current
Financial Services Representative
Cash4You
10.2023 - 11.2025
Cashier Manager
Shoppers Drug Mart
05.2021 - 07.2022
Manager
Tim Hortons
05.2020 - 03.2023
HUMAN RESOURCES IN BUSINESS ADMINISTRATION -
Durham College of Applied Arts