Harmeet Seemar
Winnipeg,Manitoba
Summary
To work as a professional by applying my expert client management skills and potential to envoy responsibilities towards accomplishing company goals. I am committed to providing quality customer service and finding the best solution for clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Mortgage Advisor
Inspiria Financial Group
Winnipeg, Manitoba
07.2023 - Current
- Recommended tailored financing solution based on client’s needs
- Researched new banking regulations that could affect the mortgage industry and kept abreast of changes in relevant laws or policies.
- Worked closely with underwriters throughout the loan process to ensure timely approval of applications.
Tax Preparer
Master Tax Solutions
Winnipeg, Manitoba
03.2018 - Current
- Developed and executed tax planning strategies for 50+ clients daily
- Advised clients on tax planning strategies to minimize liabilities and maximize returns.
- Maximized tax refunds by striving to obtain taxable income, deductible expenses and allowance details.
Education
Diploma - Business Administration
Red River College
Skills
- Tax Planning
- Credit Knowledge
- Tax Law Knowledge
- Business Networking
- Excel in Intuit Profile
- Excel in Personal tax returns
- Fluent in Punjabi
Certification
- Federal Income Tax Level 1, H&R Block Tax Academy
- Manitoba Mortgage Sales Advisor, Mortgage Professionals Canada
References
References are available on request
Volunteer Experience
- Transcona Museum, Director
- Shawn Nason – City Election Campaign, Former City Council
- Lawrence Toet – Federal Election Campaign, Former Member of Parliament
- Valley Gardens Community Centre, Youth Programs Director
Timeline
Mortgage Advisor
Inspiria Financial Group
07.2023 - Current
Tax Preparer
Master Tax Solutions
03.2018 - Current
Diploma - Business Administration
Red River College
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