Simarjeet Kaur
Financial Planning and Wealth Management Graduate
About
Client-focused Financial Planning and Wealth Management graduate with a Bachelor of Commerce background and experience in customer service, financial operations, and client relationship management. Skilled in understanding client needs, providing solutions, handling transactions accurately, and building trusted relationships. Knowledge of banking products, investment fundamentals, registered accounts, and compliance practices through CIFC completion and CSC studies.
Strong communication, problem-solving, digital literacy, and sales support skills with a commitment to delivering excellent client experiences.
Experience
Accounting Bookkeeper - Govind Kumar & Co.
(2022-08 - 2024-03)
- Maintained accurate financial records, ledgers, and trial balances for multiple clients, ensuring compliance with accounting standards.
- Prepared profit & loss statements, financial statements, and annual reports, supporting informed financial decision-making.
- Processed payroll, bank reconciliations, accounts payable, and client payments with high attention to detail.
- Assisted with tax return preparation, remittances, and regulatory documentation, maintaining accuracy and deadlines.
- Utilized Tally Prime, Busy, MS Excel, and MS Office to manage and analyze financial data efficiently.
- Developed strong analytical, problem-solving, and client communication skills applicable to financial advisory roles.
Customer Service Representative - Tim Hortons | Bar Burrito
(2024-06)
- Delivered consistent customer-centric service, addressing inquiries and resolving concerns professionally.
- Handled cash transactions, POS operations, and order processing with accuracy and compliance.
- Supported a fast-paced sales environment, strengthening interpersonal and relationship-building skills.
- Collaborated with team members to meet service standards and operational goals.
Education
Ontario Graduate Certificate - Financial Planning and Wealth Management - Lambton College
Bachelor of Commerce - B.Com - Bharati College, Delhi University (2020 - 2023)
