Finance and client service professional with 3+ years of experience in tax advisory, investment education, and financial services. IFIC-certified and actively pursuing ACCA designation, with hands-on knowledge of mutual funds, registered accounts (RRSP, RESP, TFSA), and compliance practices. Proven ability to build lasting client relationships, assess financial needs, and deliver solutions that support long-term goals. Energetic, self-driven, and ready to bring value to a financial institution.
• Microsoft Excel, Word, Outlook
• TaxPrep, ProFile, QuickBooks
• Google Workspace
• CRM & Financial Software
08/2023- 03/2025
Recovered fully from a serious medical condition and ready to re-enter the workforce., Managed a self-directed investment portfolio and deepened financial market expertise., Passed 3 ACCA exams: Financial Accounting, Management Accounting, and Business & Technology., Completed Diploma in Accounting & Finance (Oxford Brookes University).
IFIC Certification- Investment funds in Canada - Canadian Securities Institute
ACCA Candidate (3 exams passed) - Association of Chartered Certified Accountants