CPFC certified Financial Management Coach who teaches the fundamentals of Financial and English literacy as well as Resume writing

Maneesh's Resume

Summary:
o 1 year of experience teaching in a workshop/vocational setting
o 4 years of experience in general business in the fields of: Business Technology, Banking and Accounting/Finance using various software
o Focus in adult learning and understanding and applying theory from andragogy and/or pedagogy in various learning settings with intentions to do a part-time MBA along with instructing

Credentials/Designations:
o Certified Personal Finance Counselor (CPFC), Institute of Financial Literacy
o Certificate in Adult Education, Canadian College of Educators

Education:
University of Waterloo, School of Accounting and Finance, Bachelors (BAFM), Waterloo, Ontario
Sept 2009 – Jan 2014
o Honours (co-op) Bachelor of Accounting and Financial Management, Business Degree

Teaching/Instructing Experience:
University of Waterloo Tax Clinic, Head Tutor, Accounting and Finance Students Association (AFSA), Waterloo, Ontario
Jan 2012 – Mar 2013
o Educated university student tax preparers on filing personal tax returns for those in the community via a personal tax filing workshop that was facilitated by myself
o Effectively communicated to colleagues and worked in a committee of four to bring forth new ideas to the school run event
o Tracked attendance of returns performed and tracked the effectiveness of professional development given to the tax preparers
o Completed multi-tasking of priorities (student training, mentoring and keeping the event running smoothly)
o Produced the best result in AFSA history for this event at the time with 231 people having attended
Transferable Skills: Teaching, Project Coordination, Communication, Administration

Teaching Awards and Educational Honours:
Service Hero of the Month
January 2017
o Having one of the highest quality of call average (due to ability to educate clients on products) over the month in the Credit Card service line at Tangerine Bank

Certificate in Financial Services Advice (CFSA), Canadian Securities Institute, Toronto, Ontario
July 2015 – October 2016
o For completion of the Canadian Securities Course and Financial Planning courses


CVITP Certificate
April 2012
o Certificate for educating University student tax preparers and working at the Kitchener/Waterloo Community Volunteer Income Tax Program, as a Senior Project Manager and Tutor, held at the University of Waterloo for 20 hours over 3 days

Waterloo Scholarship of Merit, University of Waterloo
Sept 2009
o This scholarship is awarded to a student entering university with a greater than 85% Grade 12 average

Relevant Business Work experience:
Royal Bank of Canada, Banking Advisor, Personal Banking, Toronto, Ontario
Aug 2017 – Present
o In the Integrated Markets service line of RBC providing clients with opportunities and options with current and new banking products
o Educating clients on financial strategies using effective financial advice for a full range of financial transactions, including newcomers to Canada on banking (refugee, work/study permit)
o Actively listening and engaging clients in conversation to understand their individual needs
o Proactively taking ownership of resolving and preventing client banking problems
o Referring clients to partners for complex inquiries to make the most of business opportunities
Transferrable Skills: Sales, Client Relationship Building, Time Management, Attention to Detail, Banking Services and Banking Advice (Deposits, Credit Cards, Loans, Mortgages, Mutual Funds)

Tangerine Bank, Client Relationship Specialist, Credit Cards, Toronto, Ontario
Jan 2016 – Jul 2017
o Completed tasks in the Retail Banking service line of Tangerine Bank providing clients with opportunities and options with current and new banking products
o Specific focus on customer relationship building and maintenance
o Educated clients with effective financial advice, demonstrating knowledge of credit card products as well as for deposit account inquiries
o Recognized ability to meet performance KPIs and provide excellent client service within a call center
Transferable Skills: Sales, Banking services (Deposits, Credit Cards), Credit Card Servicing Knowledge, Deposit & Registered Account Knowledge, Attention to Detail

Ernst & Young, ITRA Advisor, Financial Services Office, Toronto, Ontario
Apr 2014 – Mar 2015
o Worked in the Financial Services Office group, which included information technology risk audits of parts of some notable financial institutions
o Completed various audit fieldwork tasks
o Audited data sets using Computer Assisted Audit Techniques (CAAT)
o Performed walkthroughs of software and hardware system processes
Transferable Skills: Auditing, Microsoft Excel, Basic knowledge of Microsoft Access

Christie Digital Systems, Business Intern, Finance, Kitchener, Ontario
May 2013 – Sep 2013
o Employed in the Finance Department
o Championed various projects in Bookkeeping, Procurement, IT management
o Completed journal entries for month end reporting
o Presented an end of internship presentation on a more efficient bookkeeping macro to the
VP, business operations
Transferable Skills: Basic Bookkeeping, Leadership, Presentation Skills