Overview
Work History
Education
Skills
Certification
Timeline
Generic

Rishabh Jain

Overview

3
3
years of professional experience
1
1
Certification

Work History

Junior Accountant

Airnor Mechanical Ltd.
Toronto
05.2023 - 12.2023
  • Drafted the payroll of the employees
  • Coordinated various tasks and activities within the departments, ensured smooth transitions, and made sure projects were on track and that SOPs were followed.
  • Provided administrative assistance to project, field, and accounting team members.
  • Maintained office procedures, including filing systems, supply inventory, and equipment.
  • Maintained accurate and up-to-date reports and documents.
  • Visited the sites of the clients.

Financial Advisor

HDFC Bank
Mumbai
03.2021 - 01.2023
  • Assessed clients' financial needs, goals, and risk tolerance.
  • Built and maintained long-term relationships with clients.
  • Improved revenue growth of the branch by 15%.
  • Provided tailored financial advice on investments, savings, and retirement planning.
  • Conducted periodic reviews of clients' financial situations.

Education

Level 2 Candidate -

Chartered Financial Analyst (CFA)

Canadian Securities Course

Canadian Securities Institute
Toronto, ON
02-2025

Financial Planning -

George brown college
12.2024

Post graduate certificate - Advanced Professional Accounting

York University
12.2023

B Com Honors - Accounting and Finance

06.2022

Skills

  • Microsoft Office
  • Advanced Excel
  • Advanced computer proficiency
  • Team Contributor
  • Financial Statement Analysis
  • Analysis skills
  • Effective problem-solving skills
  • Investment Strategy and Portfolio Management
  • Positive communication skills
  • Due diligence
  • Investment valuation
  • Portfolio management

Certification

  • Financial Modeling, CFA Program
  • QuickBooks
  • Advance Excel

Timeline

Junior Accountant

Airnor Mechanical Ltd.
05.2023 - 12.2023

Financial Advisor

HDFC Bank
03.2021 - 01.2023

Post graduate certificate - Advanced Professional Accounting

York University

B Com Honors - Accounting and Finance

Level 2 Candidate -

Chartered Financial Analyst (CFA)

Canadian Securities Course

Canadian Securities Institute

Financial Planning -

George brown college
Rishabh Jain