Krish Shah
Toronto,ON
Summary
Dynamic and results-oriented professional with experience at World Financial Group, adept in tax preparation, financial record-keeping, and enhancing client relationships. Excelled in streamlining processes for improved efficiency and accuracy. Demonstrates strong problem-solving abilities and expertise in Microsoft Excel, contributing to significant workflow optimization. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
2
2
years of professional experience
Work History
Financial Planner Associate Intern
World Financial Group
Mississauga
03.2025 - Current
- Managed administrative tasks, including document preparation, data entry, and record-keeping to ensure efficient office operations
- Assisted financial planners by organizing client information, scheduling meetings, and maintaining compliance with company policies
- Improved workflow efficiency by streamlining document management and client onboarding processes
Retail Sales Associate
Sonsuh Educational Supplies
North York, Canada
10.2024 - Current
- Managed front-end store operations, including assisting customers and handling inquiries
- Processed transactions, including cash, credit, and invoicing, ensuring accuracy and efficiency
- Provided excellent customer service, addressing needs and resolving issues to enhance customer satisfaction
- Maintained records of sales and invoices, improving organization and workflow
- Assisted in inventory management and restocking to ensure smooth operations
Accounting Intern
Sumaria & Sumaria Chartered Accountant
Mumbai, India
12.2022 - 02.2023
- Assisted in tax preparation and filing, ensuring compliance with regulations
- Supported bookkeeping tasks, including maintaining financial records and reconciling accounts
- Helped colleagues in preparing financial statements and reports
- Reviewed and organized financial documents to streamline tax filing processes
Education
Ontario Graduate Certificate - Financial Planning Programme
Humber College
Ontario, Canada04.2025
Bachelors - Accounting and Finance
SK Somaiya University
Mumbai, India02.2023
Skills
- Tax preparation and filing
- Bookkeeping and financial record-keeping
- Invoicing and billing
- Financial research and compliance
- Banking and cash handling
- Cash management and transaction processing
- Accuracy in handling payments and reconciliations
- Customer account assistance
- Client relationship management
- Strong problem-solving and communication skills
- Document preparation and data entry
- Microsoft Excel
- Microsoft Word
- Accounting software
- Time management and workflow organization
- Problem solving
Websites
Timeline
Financial Planner Associate Intern
World Financial Group
03.2025 - Current
Retail Sales Associate
Sonsuh Educational Supplies
10.2024 - Current
Accounting Intern
Sumaria & Sumaria Chartered Accountant
12.2022 - 02.2023
Ontario Graduate Certificate - Financial Planning Programme
Humber College
Bachelors - Accounting and Finance
SK Somaiya University
Similar Profiles
June MagallanesJune Magallanes
Executive Marketing Director at Transamerica Financial Advisors, Inc and World Financial GroupExecutive Marketing Director at Transamerica Financial Advisors, Inc and World Financial Group
Kristeen KhounthamKristeen Khountham
Financial Advisor at World Financial Group/ Transamerica Financial AdviFinancial Advisor at World Financial Group/ Transamerica Financial Advi
Kristeen KhounthamKristeen Khountham
Financial Advisor at World Financial Group/ Transamerica Financial AdviFinancial Advisor at World Financial Group/ Transamerica Financial Advi
Carlos OliverosCarlos Oliveros
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors
Sinthuja VijayarajSinthuja Vijayaraj
Intern Waitress at Cibo Wine BarIntern Waitress at Cibo Wine Bar