KRISH SHAH
FINANCIAL PLANNER
Toronto
Summary
Dynamic and results-oriented professional with a proven track record in tax preparation, financial record-keeping, and enhancing client relationships at World Financial Group. Expertise in streamlining processes has led to improved efficiency and accuracy. Strong problem-solving abilities and advanced skills in Microsoft Excel have significantly optimized workflow. Committed to delivering exceptional customer service while adeptly addressing the needs of both customers and associates, fostering a collaborative team environment. Eager to leverage a proactive attitude and strong work ethic to support organizational goals and drive team performance.
Overview
3
3
years of professional experience
2
2
Languages
Work History
Retail Sales Associate
Sonsuh Educational Supplies
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
Financial Planner Associate Intern
World Financial Group
03.2025 - 05.2025
- 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
Accounting Intern
Sumaria & Sumaria Chartered Accountant
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
04.2025
Bachelors - Accounting and Finance
SK Somaiya University
02.2023
Ontario Graduate Certificate - Fintech
Seneca College of Applied Arts And Technology
North York 05.2001 -
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
Teamwork orientation
Leadership qualities
Financial software proficiency
Websites
Linkedin URL
www.linkedin.com/in/krishshah23
Timeline
Financial Planner Associate Intern
World Financial Group
03.2025 - 05.2025
Retail Sales Associate
Sonsuh Educational Supplies
10.2024 - Current
Accounting Intern
Sumaria & Sumaria Chartered Accountant
12.2022 - 02.2023
Ontario Graduate Certificate - Fintech
Seneca College of Applied Arts And Technology
05.2001 -
Bachelors - Accounting and Finance
SK Somaiya University
Ontario Graduate Certificate - Financial Planning Programme
Humber College
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