Manjot Singh Email & Phone Number

Longueuil, Qc, Ca

Montreal, Quebec, Canada

Montreal, Quebec, Canada

Montreal, Quebec, Canada

● Analytical support of the budgeting and forecast process, delivering well supported and documented financial plans;● Working closely with business unit partners to understand their business, help them understand their financial drivers, and challenge their assumptions;● Delivering accurate, insightful and timely analysis of financial results compared against forecasts and budgets as well as presenting these to business unit stakeholders● Managing project and client financials according to contract; understanding key terms in contracts, financial implications of changes in those terms and the technical accounting impact of contracts;

Toronto, Ontario, Canada

North York, Ontario, Canada

Toronto, Canada Area

#Dealing with Corporate Clients. #Maintaining Strong Relationship.# Provide Products and Services after Analyzing their Requirement.

Richmond Hill, Ontario, Canada

1) Reach out to the customer through telephone contact or email, and set a meeting for them with an advisor.2) Analyze client accounts and participate in activities to support Investment Advisors in their business development by creating prospecting lists.3) Generating clients reports, and updating the client profile in the system.4) Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals (RRSP, RESP, TFSA etc).5) Adhere to professional practices/standards and internal processes and controls.

Toronto, Canada Area

Providing knowledge of products and services offered.Explaining benefits of the products and services to the individual customer.Identifying needs of the customers and fulfilling them.Guiding customers and making them decisive.Following up by taking feedback.

Toronto, Canada Area

Roles and Responsibilities:To support the management and staff in the development of the school.To represent the views of Lambton College in Toronto students.To foster and enhance student engagement.To participate on Program Advisory Committees (PAC) as a student member.

Jalandhar Area, India

Roles and Responsibilities;#Presenting Reports to clients.#Checking and Assessing Internal Control Weakness & Providing corrective actions.#Preparing Audit Reports.#Providing Tax consulting Service.#Filing Returns ( Audit Reports & Tax Reports ).

Chartered Professional Accountanat, Accounting And Finance

Intermediate Financial Reporting I & II Audit and Assurance Taxation Intermediate Management Accounting Business Law Information.

Graduate Diploma, Financial Planning And Services

Personal Financial Planning I & II Canadian Securities Course I & II Investment Funds In Canada Conduct & Practices Handbook Course.

Bachelor'S Degree, Accounting And Finance

Activities and Societies: President at Rotaract Club ( July 2014 To June 2015 ) Director at Rotaract Club ( July 2013 To June 2014 ) Class.

Ca-Inter, Accounting And Finance

Activities and Societies: 2nd Position in Regional Chess Competition Conducted by Ludhiana Branch Of NIRC .Accounting & Advance Accounting.

Preparing Canadian Income Tax Returns - Introductory Course, Income Tax Returns