Financial Planning Program postgraduate - Seneca College
(2025-01 - 2026-05)
Completion of CSC with extensive training on industry related projects including communications to potential client on their data following the financial planning process strategy.
- Practice on verbal communications with client.
- Development of recommendations to achieve client financial goals based on analysis of financial data and position of the client.
- Financial planning cases completed on Financial Software "Conquest", construction of current and proposal financial plan in major areas: individual, educational, retirement, investments.
- Investment portfolio training, creating the nonregistered portfolio for client on YChart; asset allocation; rebalancing client portfolio and follow up.
- Ethics Committee Assignment completed as recorded group discussion in details based on case took place and the breaches of FP Canada Standards of professional responsibility were discovered and discussed.
Customer Service Associate, Cashier - Wal-Mart Co. - Lloydminster, AB
(2015-10 - 2024-11)
- Started cash register, made sure, electronic device is fully prepared to work, filled with supplies to prevent unnecessary interruptions.
- Greeted customers and processed transactions in a timely professional manner, communicated customers total amount due, upon request responded inquires regards product, or making payment partly by cash and credit (or debit) card, or taking a Master Card payment.
- Operated a cash register and received payments by cash, check, credit card, debit, processed company's voucher to discount price, issued receipt.
- Maintained knowledge of completion of opening and closing procedures, control of cash drawer.
- As self-Serve attendant: assisted customers at self-serve stations; promoted company's sponsor programs Reward Master Card, communicated customers about benefits, terms and conditions, attracted attention using booklet with benefits outlined, explained methods and procedure to sign in for Master Card and usage the card. Signed in 35 applicants within 3 months.
- Offered customers to PPP on eligible items, explained terms and conditions, benefits; registration on company web site; participated in charity initiatives: Red Cross, Sick kids' charities.
- Attached reminder to participate in survey feedback with regards services provided.
- Maintained knowledge of policies regarding payments and security practices to prevent illegal activities.
- Consistently received "an excellent performance" rate in Annual Management Work Performance Reviews and positive feedback from customers (online surveys).
HR Assistant - Wal-Mart Co. - Lloydminster, AB
(2016-09 - 2017-01)
Asked to cover colleague's leave as a Human Resources Assistant.
- Using internal software, reviewed incoming job applications and applicants hiring test score, contacted applicants over the phone and arranged interviews with coordinating Assistant Manager.
- During interview, checked applicants' documents, filled up forms with required information, conducted first part of interview.
- Contacted applicants' references by phone filling out form with required information; provided references' feedback to the Manager.
- Handled security checks, from filling out the required forms, to faxing them to the Police Department; relayed information to Manager; organized applicants' Personal Files in secured format.
- Prepared information packages including Federal and Provincial Financial Forms for income tax purposes to be signed by employees.
- Participated in the guiding regular employees in the process of learning new Modules using computers by introducing software and step by step process to complete study of new Modules, from sign in with personal ID and password, up to the final steps to finish the process.
- Helped to accommodate about 45 new employees for different roles, obtained consistent positive feedback from management.
Volunteer - Public Library, CVITP Clinic under CRA Supervision - Lloydminster, AB
(2015-11 - 2020-05)
Participated in helping local community to organize the process filing Income Tax return for families, seniors, students, new immigrants. Developed a loyal clientele base that kept coming back year after year through openness to diversity and passion for helping people through knowledge.
- Conducted minimum 30 client appointments per season.
- Interviewed at the beginning in short format and gathered information about client activities during year.
- Based on knowledge, acquired during training, explained benefits of filing income tax return and getting credits for charitable donation, investment made credit, interest paid, tuition and education credit, etc.
- Examined provided personal documents and financial forms; using the software, opened personal files, entered required data into the software following required steps.
- Once completed, explained financial results calculated by system, E- Filed Income Tax Return electronically, forwarded personal files toward CRA database to be examined further, printed out required schedules and forms for client to be kept as a personal copy.
