Hardworking professional demonstrating exceptional learning capacity, proficient time management, and outstanding multitasking skills, characterized by an organized and detail-oriented approach.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accountant
Welliving Financial Services Inc.
North York, ON
01.2025 - Current
Prepared individual tax returns using tax software. Reviewed client documents for accuracy and completeness before filing.
Assisted clients in understanding tax regulations, and available federal and provincial benefits.
Supported clients with their business number and HST registration.
Prepared monthly payroll and T4 slips for clients' employees.
Immigration and Education Advisor
Wellanding Immigration Inc.
North York, ON
07.2023 - Current
Assessed client eligibility for various immigration programs and services.
Advised clients on immigration processes and documentation requirements.
Monitored changes in immigration laws and policies for updates.
Advised students and parents on post-secondary education, including college, university, or master's programs, in conjunction with students' career paths, and future job opportunities.
Elementary School Math Teacher
Jiangyin Experimental Primary School
Wuxi, Jiangsu, China
09.2021 - 06.2023
Conducted assessments to evaluate student understanding and progress.
Utilized educational technology to support interactive learning experiences.
Educated students on core principles and advanced concepts of mathematics.
Insurance Advisor Assistant
Diaplans Financial Services Inc.
Markham, ON
09.2018 - 05.2021
Advised clients on life insurance products and coverage options.
Conducted needs analysis to determine suitable insurance solutions for clients.
Assisted clients with tax preparation and documentation processes.
Communicated with clients to gather necessary tax information and clarify questions.
Education
Bachelor of Science - Statistics And Economics
University of Toronto
Toronto
06-2018
Skills
Personal tax preparation (T1)
Payroll and T4 calculation
Multi-Tasking
Team collaboration
Effective communication
Time management
Certification
SAS Base and Advance Certificate
LLQP and RIBO Licensed
Chinese Primary School Teacher Qualification Certificate
Basic Psychological Counseling Training Certificate
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services
Team Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial ServicesTeam Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial Services