Kuldeep Gaur

Dynamic business graduate specialized in Financial Planning from Humber College, backed by CSC and IFIC Certification. A self-driven professional with excellent communication and computer skills, dedicated to empowering clients to attain their financial objectives. Leveraging substantial experience in the accounting and finance sector, I aim to make a valuable contribution in the realm of Banking and Finance. My enthusiasm lies in financial analysis and pragmatic business strategies. I thrive in collaborative environments, consistently delivering solutions to intricate financial challenges.

• Delivered exceptional client service by maximizing results and fostering collaboration across businesses and service lines.
• Supported the Senior Account Manager in successfully meeting client expectations and revenue targets.
• Provided support to Key Account teams, attended Key Account meetings to record and follow upon action items.
• Proactively maintained contract-related correspondence and record keeping.
• Assisted the Senior Account Manager in the creation of reports and presentations, including Quarterly Reporting requirements.
• Collaborated with other members of the team to ensure business needs are met.

I have achieved the successful culmination of the Global Business Management Program, specializing in the Financial Planning stream. This specialization encompassed a range of key courses, including Retirement Planning, Consumer Credit, Professional Selling, Investment, Human Behavior, Insurance, and Business Leadership. My investment-focused coursework has granted me practical insights into Mutual Funds, Investment analysis, portfolio management and the strategic alignment of financial goals. Additionally, my dedication to academic excellence earned me a coveted position on the Dean's List for two consecutive semesters.