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Kels Bellerose

Kels Bellerose

Wealth Management/Financial Advisor Intern

Toronto, OntarioMember since November 17, 2025
CollaborationCommunicationLeadership
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About

With 6 years of experience in customer experience, credit analysis, and shift supervision, I bring expertise in financial reconciliation, risk assessment, compliance, and team leadership. Skilled in analyzing financial documentation, reconciling transactions, and improving operational efficiency while maintaining 100% compliance.

Experience

Shift Supervisor - Everyside - Toronto

(2025-05)

  • Reconciled daily cash, debit, and credit transactions, achieving 100% accuracy and resolving discrepancies through meticulous review within 6 months.
  • Implemented a new training program for staff, fostering collaboration and enhancing team productivity, resulting in improved service standards.
  • Collaborated with team members to streamline shift operations, significantly reducing discrepancies and improving compliance through effective communication and training.
  • Processed customer transactions with 100% accuracy, leveraging POS systems and daily reconciliation to enhance financial integrity.
  • Led a team of 12 employees to enhance operational efficiency, achieving 100% compliance through strategic scheduling and training.

Shift Supervisor - The Corner Place - Toronto

(2022-09 - 2026-01)

  • Enhanced daily reporting accuracy by implementing a new review process for staff cashouts, achieving 100% compliance.
  • Trained and onboarded new employees, maintaining operational compliance, service standards, and team productivity.
  • Led a team of 12 employees to achieve 100% compliance in shift operations, enhancing efficiency through strategic scheduling and training within 6 months.

Senior Customer Experience Coordinator - Simply Green Home Services (Acquired by FinanceIt) - Toronto

(2020-09 - 2023-09)

  • Reduced fraud risk by implementing a thorough verification process for sensitive documentation, enhancing compliance within 3 months.
  • Streamlined verification processes, achieving a 100% compliance rate by implementing new protocols that improved efficiency and reduced errors within 3 months.
  • Improved financial reporting accuracy by 30% through meticulous data management and regular audits, ensuring compliance and reliability in decision-making.

Education

Bachelor's - International Economics and Finance - Toronto Metropolitan University (2024-09 - 2027-12)

Certificate - Pre health Sciences - Cambrian College (2018-09 - 2019-04)

Skills

Wealth Management/Financial Advisor Intern

Reviews

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