Gurpreet Singh
Elmvale,ON
Summary
Dynamic professional with a proven track record at Easy Financial, excelling in financial control and customer service excellence. Adept at strategic planning and team leadership, I have successfully developed training programs that enhanced employee performance and engagement. Passionate about driving results and fostering client relations to achieve business goals.
Overview
10
10
years of professional experience
Work History
Financial Services Representative
Easy Financial
Midland, ON
11.2024 - Current
- Recommended loans, credit options, and investment opportunities based on client needs.
- Ensured accuracy in maintaining records of customer interactions and transactions.
- Executed cold calling initiatives to promote financial products and services to potential clients.
- Provided crucial information on fees, commissions, and regulatory compliance in financial services.
Learning and Development Specialist
Exeter Finance
09.2024 - 11.2025
- Developed and facilitated employee learning programs to support ongoing professional growth.
- Performed assessments, surveys, and interviews to determine training needs.
- Coordinated virtual workshops and webinars for staff knowledge enhancement on specific subjects.
Restaurant General Manager (RGM)
Pizza Hut Canada
04.2023 - 09.2024
- Lead restaurant team, motivating and coaching members for operational excellence
- Support Assistant Manager in implementing business strategies
- Oversee profit and loss, including cash control, inventory management, and labour costs
- Meet annual RCP Plan goals
Quality Supervisor
Display Point Inc.
Vaughan, CA
03.2022 - 04.2023
- Monitoring employee performance and attendance
- Undertaking frequent audits of departments and manufacturing lines
- Reviewed to ensure they fulfil the needs of clients
- Holding frequent meetings with the audit and inspection teams
Assistant production manager
Amrit international
07.2018 - 08.2021
- Ensure quality assurance and control in production operations
- Prepare cost estimates for supplies, equipment, and personnel
- Maintain quality standards throughout the manufacturing process
- Purchase and monitor production equipment efficiency
Tax Audit Assistant
Chartered accountant Firm
10.2015 - 03.2017
- Books keeping and tax Returns
- GST Filling and Guidance
- Composing and revising letters, memos, presentations and Bank reconciliation statements
- Performed financial analysis to identify discrepancies in accounting data and created reports to document findings.
Education
Global business management -
loyalist college
Canada12.2023
Bachelor of commerce -
Punjab university
India12.2018
Diploma - computer application
Logitech Information
India12.2013
Career Essentials in Project Management -
Microsoft
Effective Communication -
LinkedIn
Six Sigma Green Belt - Project Management
Project Management Insititue
Customer Service Foundations -
NASBA
Skills
- Financial control and budgeting
- Customer service excellence
- Inventory management
- Team leadership and training
- Strategic planning
- Quality assurance
- Time management
- Report generation
- Negotiation skills
- Event planning
- Account management
- Client relations
- Bank reconciliation
- Financial analysis and reporting
- Debt and credit management
- Sales achievement
Timeline
Financial Services Representative
Easy Financial
11.2024 - Current
Learning and Development Specialist
Exeter Finance
09.2024 - 11.2025
Restaurant General Manager (RGM)
Pizza Hut Canada
04.2023 - 09.2024
Quality Supervisor
Display Point Inc.
03.2022 - 04.2023
Assistant production manager
Amrit international
07.2018 - 08.2021
Tax Audit Assistant
Chartered accountant Firm
10.2015 - 03.2017
Global business management -
loyalist college
Bachelor of commerce -
Punjab university
Diploma - computer application
Logitech Information
Career Essentials in Project Management -
Microsoft
Effective Communication -
LinkedIn
Six Sigma Green Belt - Project Management
Project Management Insititue
Customer Service Foundations -
NASBA
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