Ishita Shah
Toronto,ON
Overview
4
4
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work History
Financial Services Representative
CIBC
Hannon, ON
10.2023 - 01.2024
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Built and established relationships with clientele to improve future business opportunities.
Accounting Assistant
Naresh & Co (A Firm Of Chartered Accountants)
Gujarat
09.2019 - 09.2022
- Maintained clean and organized files by keeping accounts payable records up-to-date
- Used accounting software to prepare weekly and monthly financial reports
- Provided financial advice to clients including taxes, investments, and accounting procedures
- Conducted audits to ensure compliance with rules and regulations
- Evaluated investment options, conducted research, and made recommendations to clients based on their risk tolerance, time horizon, and goals
- Had an in-depth understanding of various financial products and services
- Ensured adherence to legal and industry guidelines
- Participated in professional and community events to expand network
- Stayed up-to-date with tax changes and industry trends
- Acted as a liaison with the Product Manager.
Education
Post Graduate - International Business Management
Mohawk College
Hamilton, ON 09.2022 - 05.2023
Masters of Commerce - Economics
Maharaja Sayajirao University
05.2019 - 05.2021
Masters of Commerce - Accounting And Finance
Maharaja Sayajirao University
05.2016 - 05.2019
Skills
Invoicing and collectionsundefined
Certification
07/01/2023, Investment Funds in Canada (IFIC) Certification, Canadian Securities Institute
Timeline
Financial Services Representative
CIBC
10.2023 - 01.2024
Post Graduate - International Business Management
Mohawk College
09.2022 - 05.2023
Accounting Assistant
Naresh & Co (A Firm Of Chartered Accountants)
09.2019 - 09.2022
Masters of Commerce - Economics
Maharaja Sayajirao University
05.2019 - 05.2021
Masters of Commerce - Accounting And Finance
Maharaja Sayajirao University
05.2016 - 05.2019
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