Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Harsheen Kaur

Hamilton,ON

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal-financial-advisor

Waterfield Business Center
03.2022 - 03.2023
  • Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
  • Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, operating systems, budgets and other financial control functions.
  • Promoted products and services by conducting educational seminars to clients and prospects in [Location].
  • Used [Software] and [Software] to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.

Financial Advisor

Timber Financial Group
05.2019 - 04.2020
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.

Education

Bachelor of Commerce - Finance

Guru Nanak Dev University
India
05.2021

High School Diploma -

Sacred Heart Convert School
India
03.2017

Skills

  • Debt Management
  • Asset Allocation
  • Branding
  • Investment Management
  • Financial Planning
  • Wealth Management Strategies
  • Investment Analysis
  • Financial Product Knowledge
  • Client Relationship Building

Languages

English
Native or Bilingual
Hindi
Full Professional

Certification

  • CIBA - Certified Investment Banking Associate

Timeline

Personal-financial-advisor

Waterfield Business Center
03.2022 - 03.2023

Financial Advisor

Timber Financial Group
05.2019 - 04.2020

Bachelor of Commerce - Finance

Guru Nanak Dev University

High School Diploma -

Sacred Heart Convert School

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Harsheen Kaur