Gurvinder Singh
Calgary,Canada
Summary
A highly motivated, result oriented Finance Graduate with great Knowledge and experience in Customer Service, Investments, Mortgage and Accounting Roles. Recognized for strong learning abilities and exceptional organizational skills. A great team player who thrives in competitive fast paced environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Canada Trust
Saskatoon, SK
06.2023 - 03.2024
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Guided clients through the mortgage process, including pre-qualification, application, underwriting, and closing.
- Cultivate and maintain strong client relationships through regular communication, follow-up, and proactive outreach initiatives within ethical practice.
- Stay updated on industry regulations, market trends, and product offerings to deliver informed recommendations and optimize client outcomes.
Personal Banking Associate
TD Canada Trust
Saskatoon, SK
01.2022 - 06.2023
- Provided customers with comprehensive financial advice and solutions to meet their personal banking needs.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction and loyalty.
- Processed new accounts, loan applications, credit card applications, and other requests from customers.
- Monitored compliance with applicable laws, regulations, policies and procedures within the department.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
Accounting Associate (Internship/Co-op)
CPA Amanjit Singh Lalia
Regina, SK
02.2021 - 04.2021
- Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
- Maintained general ledger accounts by verifying, allocating, posting transactions; resolving discrepancies.
- Assisted in preparation of tax returns for individual clients as well as businesses.
- Reduced financial discrepancies by accurately managing accounting documentation.
Accounts Executive
Shyam Kishor Yadav & Co.
08.2014 - 04.2019
- Managed customer accounts by providing accurate invoices and payment information.
- Performed month-end closing activities such as journal entries, accruals, reconciliations.
- Ensured compliance with Generally Accepted Accounting Principles.
- Collaborated with colleagues from different departments to develop more efficient processes for managing finances.
Education
Post-Graduation Diploma in Financial Planning and Wealth Management -
Lambton College
01.2021
Bachelor of Commerce -
Delhi University
01.2018
Skills
- Client Relationship Management
- Accounting and Finance
- Investment Management
- Communication Skills
- Regulatory Compliance
- Mortgage Lending
- Organizational skills and Adaptability
- Team Work
Certification
- INVESTMENT FUNDS IN CANADA (IFC), 04/13/2022, Canadian securities institute, https://www.credly.com/badges/ca882d7b-2a4d-4588-a4f1-9fb8f9880981/public_url
Additional Information
WILLING TO RELOCATE
References
References available upon request.
Timeline
Personal Banker
TD Canada Trust
06.2023 - 03.2024
Personal Banking Associate
TD Canada Trust
01.2022 - 06.2023
Accounting Associate (Internship/Co-op)
CPA Amanjit Singh Lalia
02.2021 - 04.2021
Accounts Executive
Shyam Kishor Yadav & Co.
08.2014 - 04.2019
Post-Graduation Diploma in Financial Planning and Wealth Management -
Lambton College
Bachelor of Commerce -
Delhi University
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