Jasmeet Kaur
Winnipeg
Summary
Accomplished Senior Accounting and Financial Services Professional with over 2 years of progressive experience in the banking sector, offering a solid background in financial analysis, client advisory, investment operations, and credit administration. Adept at facilitating end-to-end financial planning support, enabling digital engagement, and enhancing client relationship management. Demonstrated success in collaborating with cross-functional teams to drive business development, ensure compliance, and deliver a superior client experience. Fluent in English and Punjabi; culturally agile and mobile within the Winnipeg market.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Senior Accountant | Financial Controller
MR Chawla and Associates
07.2020 - 05.2023
- Financial Reporting & Compliance: Prepared audit-ready financial statements, ensuring adherence to IFRS/Ind AS and tax regulations (GST, ITR filings).
- Investment Analysis: Evaluated client portfolios (mutual funds, equities, FDs) and provided tax-efficient investment strategies, improving returns by 15% YOY.
- Cross-Functional Collaboration: Partnered with wealth managers and sales teams to align accounting insights with client financial plans.
- Risk Management: Identified operational gaps in financial processes, reducing compliance risks by 25%.
- Digital Adoption: Automated monthly reconciliations using ERP tools (Tally, SAP), cutting processing time by 30%.
Financial Advisor
Punjab National Bank
06.2019 - 11.2019
- Client Advisory: Advised 200+ clients on investment products (MFs, SIPs, ULIPs) and loan solutions (home, business), achieving 120% of annual targets.
- Sales Enablement: Supported senior planners with pre-meeting financial analysis, post-meeting documentation, and KYC compliance.
- Digital Tools: Trained clients on net banking, AI-powered advisory tools, increasing digital engagement by 40%.
- Delivered personalized investment, credit, and banking solutions to individual and small business clients.
Education
Business Management - Business Management
Manitoba Institute of Trades And Technology
Winnipeg08-2024
Master of Commerce - Accounting And Finance
Guru Nanak Dev University
Punjab, India05-2020
Skills
- Financial Planning Support & Sales Enablement
- Investment & Credit Product Fulfillment
- Strategic Client Engagement & Cross-Selling
- Financial Reporting & Reconciliation
- Compliance & Risk Controls (KYC/AML)
- Digital Banking Advocacy & Onboarding
- Multilingual Client Communication
- CRM & Banking Software Proficiency
Languages
Hindi
Native or Bilingual
English
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Certificate of completion of Summer Internship at bank
- Experience Certificate in accounting profession.
Timeline
Senior Accountant | Financial Controller
MR Chawla and Associates
07.2020 - 05.2023
Financial Advisor
Punjab National Bank
06.2019 - 11.2019
Business Management - Business Management
Manitoba Institute of Trades And Technology
Master of Commerce - Accounting And Finance
Guru Nanak Dev University
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