Profile
Kunal R. - 15920 Annuity Representative - Investments from Canada
Completed
0
Assigned
0
Invites
0
Posted
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Payments
$0.00
Rate/hr
$21.77
User ID
Kunal R. - 15920
Scarborough, Canada
12:55 AM, GMT +01:00

Kunal R. - 15920 Annuity Representative - Investments from Toronto

About

Graduate from Centennial College in Financial Planning and completed CSC designation recently, possessing 4 years of experience in accounting and finance industry in client facing role, where I have dealt with clients regarding their accounting and business needs and provided required services accordingly.
Occupation

Annuity Representative - Investments

Work experience
2019 - 2020
Senior Representative
Setwell Consultancy Private Limited
2016 - 2019
Accounting Assistant
GMCA & Co.
Education
2021 - 2022
Centennial College
Financial Planning
2021 - 2022
Canadian Securities Institute
Canadian Securities Course
2021 - 2022
IFSE Institute
Life License Qualification Program
2020 - 2021
Conestoga College
Global Business Management
2014 - 2017
Lokmanya College
Bachelor of Commerce
Calendar
July 2022
SU M TU W TH F SA
Available
Unavailable

Skills

Account Management
4 Y
Audit
4 Y
Bank Reconciliations
4 Y
Business Objectives
4 Y
Business Processes
4 Y
Continuous Improvement
4 Y
Eye for detail
4 Y
Financial Planning
4 Y
Financial Statements/Financial Reports
4 Y
General Ledger
4 Y
Indirect Tax
4 Y
Internal Control
4 Y
Mentoring
4 Y
Microsoft Excel
4 Y
Mutual Funds
4 Y
Portfolio Administration
4 Y
Tax
4 Y
Taxation
4 Y
Wealth Management
4 Y

Other skills

Retirement Planning

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