Summary
Overview
Work History
Education
Skills
Languages
Availability
Timeline
Generic

HARMANPREET KAUR

Montreal,Canada

Summary

Dedicated and organized Financial Advisor with expertise in tax law, mutual funds, and education planning. Proven ability to build lasting client relationships and provide tailored financial solutions, from retirement planning to insurance decisions. Skilled in driving business growth through effective marketing and sales strategies. Resourceful, customer-focused, and adept at delivering results in fast-paced environments.

Overview

2
2
years of professional experience

Work History

Customer Service Cashier

Tim Hortons
Montreal, Quebec
12.2023 - Current
  • Greeted customers and delivered exceptional, friendly service to enhance the shopping experience.
  • Operated cash registers efficiently, processing payments with accuracy and speed.
  • Balanced cash drawers daily, ensuring precise end-of-shift reconciliation.
  • Processed credit card transactions with accuracy, adhering to security protocols.
  • Resolved customer complaints professionally, ensuring satisfaction and retention.

Financial Advisor

Best Planners Inc.
Brampton, Ontario
10.2022 - 12.2023
  • Developed financial plans and strategies tailored to clients' individual needs.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
  • Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
  • Provided advice on tax-advantaged investment opportunities.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Education

BBA - Accounting

Algoma University
Brampton
03-2021

Skills

  • Financial Planning
  • Investment Management
  • Risk Assessment
  • Tax Strategies
  • Regulatory Compliance
  • Client Relations
  • Market Analysis
  • Retirement Planning
  • Estate Planning
  • Business Development
  • Financial Literacy

Languages

English
Native/ Bilingual

Availability

Full Time 

Work Permit

Timeline

Customer Service Cashier

Tim Hortons
12.2023 - Current

Financial Advisor

Best Planners Inc.
10.2022 - 12.2023

BBA - Accounting

Algoma University

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HARMANPREET KAUR