Summary
Overview
Work History
Education
Skills
Technical Skills
Career Break
Certification
Languages
Timeline
Generic

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, ON
01.2020

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
Harpreet Kaur