•Analyze client situations and recommend solutions and financial planning strategies designed to help reach financial goals •Contribute to overall success through increasing profitability while regularly meeting or exceeding sales targets •Develop client relationships through client discovery conversations and rapport building activities•Complete administrative duties in an organized and timely manner•Actively participate in teamwork by referring to partners, mentoring colleagues, skill building and problem-solving•Improve client loyalty by providing consistent and dependable service that surpasses expectations

•Assisted in the completion of notice to readers by recording journal entries, adjusting entries and reconciling accounts•Calculated GST and PST for government remittances•Built spreadsheets for data entry and analysis•Completed basic personal tax returns