PARAMJEET KAUR
Victoria,BC
Summary
Hardworking and experienced person with office management, financial management, and Microsoft Office applications. Devoted to giving every customer a positive and memorable experience with established technology.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Pharmacy Assistant
Neighbourly (Pharmasave)
02.2025 - Current
- Assisted pharmacists in dispensing medications and managing prescription orders.
- Maintained inventory levels, ensuring timely restocking of pharmaceutical supplies.
- Provided exceptional customer service by addressing patient inquiries and resolving issues.
- Processed prescription claims accurately using Kroll management software.
Financial Services Representative
CIBC
09.2023 - 01.2025
- Engage in direct discussions with clients to gain insight into their individual and corporate objectives, recommend appropriate solutions, and generate strategic financial forecasts.
- Conduct client consultations to gather requirements and develop comprehensive four-quadrant plans encompassing cash management, credit management, investment solutions, and wealth protection.
- Cross-selling financial products and services based on customer needs in accordance with the bank’s program standards.
- Foster relationships with new and existing customers through excellent customer service skills.
- Responsible for making outbound/inbound calls to clients listed on core portfolio to book the appointments to perform financial reviews.
- Ensure timely completion of KYC process for clients investing in mutual funds.
Customer Service Representative
Popeyes
02.2023 - 08.2023
- Answered customer inquiries and provided accurate information regarding products and services.
- Identified opportunities for upselling additional products or services.
- Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
- Developed strong relationships with customers by providing personalized assistance and support.
Financial Planning Coordinator
YP CPA Professional Corporation
09.2022 - 12.2022
- Managed day-to-day operations of the department including scheduling tasks and assigning duties.
- Ensured compliance with company policies and procedures related to project management activities.
- Created and maintained accurate records of departmental activities, including budgets, personnel documents and project timelines.
- Facilitated communication between different departments in order to resolve issues quickly.
Education
Masters Diploma - Financial Planning And Wealth Management
Lambton College
Toronto, ON12-2022
Bachelor of Commerce - undefined
Punjabi University
Punjab, India05.2016
Skills
- Customer service
- Loan/mortgage Applications
- Investment strategies
- Sales Goals
- Digital Literacy
- Inbound/outbound calling
- ECRM (CIBC Financial Management Software)
- Retirement planning
- Debt consolidation or management
- Problem-solving aptitude
Certification
- Investment Funds in Canada from Canadian Securities Institute Completed in 2021.
- MFDA licensed – since October 2023.
Timeline
Pharmacy Assistant
Neighbourly (Pharmasave)
02.2025 - Current
Financial Services Representative
CIBC
09.2023 - 01.2025
Customer Service Representative
Popeyes
02.2023 - 08.2023
Financial Planning Coordinator
YP CPA Professional Corporation
09.2022 - 12.2022
Bachelor of Commerce - undefined
Punjabi University
Masters Diploma - Financial Planning And Wealth Management
Lambton College