Harpreet Kaur
Greater Toronto Area
Summary
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.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Account Manager
Save Tax Solutions
03.2021 - 08.2023
- Filed personal and corporate income taxes and HST returns in accordance with CRA regulations.
- Generated financial statements, handled reconciliations, and maintained ledgers.
- Educated clients on registered investment options: RRSP, RESP, TFSA.
- Collaborated with mutual fund advisor for client onboarding, compliance, and documentation.
- Ensured timely payments and regulatory adherence.
Customer Service Representative
Best Planners Inc.
07.2020 - 03.2021
- Supported banking transactions and resolved customer inquiries.
- Promoted digital banking services and educated clients on online tools.
- Identified client needs and referred them to appropriate financial advisors.
- Managed appointment scheduling and client documentation.
Office Administrator
Flying Feathers Immigration
10.2019 - 07.2020
- Scheduled client appointments and supported document processing.
- Maintained organized records and facilitated smooth front-desk operations.
- Ensured effective office communication and team coordination.
Education
Diploma in Accounting & Finance -
Oxford Brookes University
01.2024
Diploma in Business General -
Northern Pures College
Scarborough, ON01.2020
Skills
- Investment & Banking Product Knowledge
- RRSP
- RESP
- TFSA Client Guidance
- Tax Filing (Personal & Corporate)
- Customer Relationship Management
- Financial Needs Assessment
- Cash Handling & Transaction Support
- Cross-Selling & Referral Generation
- CRA Compliance & Tax Law
- CRM
- Financial Statements & Reconciliations
- Time Management
- Follow-Up
- Self-Investing
- Market Knowledge
Technical Skills
• Microsoft Excel, Word, Outlook
• TaxPrep, ProFile, QuickBooks
• Google Workspace
• CRM & Financial Software
Career Break
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).
Certification
IFIC Certification- Investment funds in Canada - Canadian Securities Institute
ACCA Candidate (3 exams passed) - Association of Chartered Certified Accountants
Languages
English
Punjabi
Hindi
Timeline
Account Manager
Save Tax Solutions
03.2021 - 08.2023
Customer Service Representative
Best Planners Inc.
07.2020 - 03.2021
Office Administrator
Flying Feathers Immigration
10.2019 - 07.2020
Diploma in Business General -
Northern Pures College
Diploma in Accounting & Finance -
Oxford Brookes University
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