Talk to sales Try for Free
Gurpreet Singh

Gurpreet Singh

Intern

Followers of Gurpreet Singh260 followers
location of Gurpreet SinghGreater Toronto Area, Canada

Connect with Gurpreet Singh to Send Message

Connect

Connect with Gurpreet Singh to Send Message

Connect

  • Timeline

  • About me

    Financial Services Representative

  • Education

    • CHANDIGARH UNIVERSITY

      2015 - 2018
      Bachelor of Commerce - BCom Business/Commerce, General 83%

      Activities and Societies: Fest Event Coordinator, Tennis Club This degree had some key courses like Accounting, Economics, Company law, Finance which I studied in detail. The course Finance gave me an idea about how finance plays an important role in the business market from where I got my interest in the Finance field and urged me to study finance course in detail.

    • Humber College

      2019 - 2021
      Postgraduate Diploma Global Business Management, Financial Planning

      Pursuing Global Business Management (a postgraduate program) is a bridge to get my dream job as a Financial Analyst whereas this program helps me to update my management and analytical skills by studying Financial Planning, Managerial Accounting, and Economics which are the key courses.This program also provides the Co-op opportunity where I will face the challenges in a real market and provide me with solutions to them which will develop my decision-making skills along with analytical… Show more Pursuing Global Business Management (a postgraduate program) is a bridge to get my dream job as a Financial Analyst whereas this program helps me to update my management and analytical skills by studying Financial Planning, Managerial Accounting, and Economics which are the key courses.This program also provides the Co-op opportunity where I will face the challenges in a real market and provide me with solutions to them which will develop my decision-making skills along with analytical skills. Show less

    • Central Board of Secondary Education

      2013 - 2015
      Business/Commerce, General

      Activities and Societies: Tennis Club, Social Cause Volunteer I have studied Accounting, Economics, Business law and other related courses which are the foundation of a business student.- Won 4 state-level awards for exceptional performance (Tennis Club)- Secured $200 in fundraising for the welfare of underprivileged children

  • Experience

    • Cooperative Bank

      May 2016 - Jul 2016
      Intern

      Worked in various departments of the bank within the branch and learned about various functions that enhanced my knowledge and got hand-on experience in the industry. - Supported the average of 50 customers per day and ensured their satisfaction - Verified the day end books to improve the efficiency of banking operations - Helped 5 to 10 customers daily with financial planning to ensure their profit maximization - Processed average of 100 customer transactions such as deposits and withdrawals daily- Varified the personal and financial information during the loan application process- Entered and updated customer and financial data on the computer system at the request of the supervisor. Show less

    • M.Grover & Associates

      Dec 2018 - Jun 2019
      Assistant Accountant

      Worked as an Assistant Accountant in a Chartered Accountancy firm to perform accounting duties daily.- Analyzed financial statements of clients to check their solvency and provided them with the clearance certificate for it.- Filed 20 income tax returns on an average per day.- Prepared financial documents such as accounts receivable and payable, invoices, bills.- Assisted the senior accounting staff in year-end analysis. - Recorded approximately 100 receipts and payment entries on a daily basis to ensure updated accounts.- Completed the bank reconciliation by verifying and correcting the discrepancies between the accounts. Show less

    • FOOD BASICS LIMITED

      Oct 2019 - Mar 2021
      Clerk

      Work as a grocery clerk to perform the following:- fill the stock of grocery products to ensure customers find products easily.- work as a customer service representative. - Maintaining the good presentation of products to the shelves. - lead the grocery team to keep efficiency at work.

    • Debt Mitigation Canada Inc.

      Mar 2021 - Jun 2021
      Debt Consultant Intern

      -Review documentation detailing clients’ financial histories to access their current situation.- Offer advice and education on personal debt relief strategies.- Work to develop customized debt management plans.- Advise clients on the wise use of credit.- Assist clients with personal and commercial budgeting, creating spending plans.- Represent clients in meeting with banks, credit unions, and financial institutions.

    • RBC

      Jun 2021 - May 2022
      Client Advisor

    • CIBC

      May 2022 - now
      Financial Services Representative II

  • Licenses & Certifications

    • Investment Funds In Canada (IFC)

      Canadian Securities Institute
      Jan 2022
      View certificate certificate