Financial Services Representative
Current
Apr 2024 - Present
AeroLeads people directory · profile
Tj Kumar Email & Phone Number
Financial Services Representative at Assante Wealth Management
at
CI Assante Wealth Management
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Representative at Assante Wealth Management
Location
Toronto, Ontario, Canada
Company size
Who is Tj Kumar? Overview
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Quick answer
Tj Kumar is listed as Financial Services Representative at Assante Wealth Management at CI Assante Wealth Management, a company with 961 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Tj Kumar.
Tj Kumar previously worked as Financial Services Representative at Ci Assante Wealth Management and Cash Supervisor at Shoppers Drug Mart. Tj Kumar holds Canadian Securities Course, Finance from Canadian Securities Institute.
Company email context
Email format at CI Assante Wealth Management
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CI Assante Wealth Management
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Profile bio
About Tj Kumar
As a recent finance graduate with an Advanced Diploma in Business Admin. & Finance (w/honours) and a Canadian Securities Course credential, I have a strong foundation in financial services and trade finance, with over nine months of experience as a Fund Administration Associate at The Investment Administration Solution. There, I processed investor trades and transactions, contributed to internal audit success, established and managed financial accounts, and oversaw daily fund operations.I am capable of working in a stressful environment and learning new materials at a high pace, as demonstrated by my completion of the Fundamentals of Project Management course in November 2023. I also have over five years of experience in providing excellent customer service and leadership as a Cash Supervisor at Shoppers Drug Mart, where I performed comprehensive bookkeeping management and staff oversight. I am looking for a job where I can use my knowledge and skills to thrive in the work environment and support the organizational goals and vision.
Current workplace
Tj Kumar's current company
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Ci Assante Wealth Management
3 roles
Tj Kumar work experience
A career timeline built from the work history available for this profile.
Cash Supervisor
- Comprehensive Bookkeeping Management: Daily completion of daily reports, bank deposits, period-end reports, a range of other essential bookkeeping tasks. Requires attention to financial details.
- Leadership & Staff Oversight: Effectively supervise and allocate staff members to tasks.
- Extensive Customer Service: Over 5 years of experience in providing excellent customer service and addressing diverse problems and providing creative professional solutions.
Aug 2018 - Apr 2024
Fund Administration Associate
The Investment Administration Solution
- Processed Investor Trades & Transactions: Executed buys, sells, and transfers in a timely and accurate manner. Provided financial knowledge so clients can make informative decisions.
- Contributed to Internal Audit Success: Communicated with audit companies to complete an internal audit by providing comprehensive logs, and reports while complying with regulatory policies and procedures.
- Client Support & Services: Maintained accounts including TFSAs, mutual funds, trusts, and corporate accounts. Satisfying various customer requests (account openings/closings, transfers, financial information, and.
- Oversaw Daily Fund Operations: Identified and corrected balances, daily settlement & reconciliation, Fundserv tasks, communication with high profile clients, and maintenance of multiple funds vital to operational.
- Completed Multiple Fund Rollovers: This included creation of financial reports, financial calculations, net money movements, and communicating with multiple financial agencies. Requires effective time management skills.
- Administered & Monitored Multifaceted Projects for Fund Companies: Organized, prioritized, and completed multi-level projects such as corporate tax reporting, fund distribution, customer requests and estate planning..
Apr 2022 - Dec 2022
Team & coworkers
Colleagues at CI Assante Wealth Management
Other employees you can reach at assante.com. View company contacts for 961 employees →
RN
Ryan Napier, Cfp®, Cim®
Colleague at Ci Assante Wealth Management
Mississauga, Ontario, Canada, Canada
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MT
Matthew Thomas
Colleague at Ci Assante Wealth Management
Kingston, Ontario, Canada, Canada
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CT
Claudia Torres
Colleague at Ci Assante Wealth Management
Calgary, Alberta, Canada, Canada
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JH
Jessica Houle
Colleague at Ci Assante Wealth Management
Canada, Canada
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CP
Carol Phaneuf
Colleague at Ci Assante Wealth Management
Regina, Saskatchewan, Canada, Canada
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CC
Connie Chan
Colleague at Ci Assante Wealth Management
Markham, Ontario, Canada, Canada
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ES
Efecan Savasan
Colleague at Ci Assante Wealth Management
Canada, Canada
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JA
Jordan Anger, Cfp
Colleague at Ci Assante Wealth Management
Greater Ottawa Metropolitan Area, Canada
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SA
Shane A. Sienaert Mba Cfp® Cim® Fellow Of Csi®Ciwm®
Colleague at Ci Assante Wealth Management
Canada, Canada
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MJ
Martin Jalbert Pl.Fin.
Colleague at Ci Assante Wealth Management
St-Lambert, Quebec, Canada, Canada
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Ryan Napier, Cfp®, Cim®
Colleague at Ci Assante Wealth Management
Mississauga, Ontario, Canada, Canada
View →
MT
Matthew Thomas
Colleague at Ci Assante Wealth Management
Kingston, Ontario, Canada, Canada
View →
CT
Claudia Torres
Colleague at Ci Assante Wealth Management
Calgary, Alberta, Canada, Canada
View →
JH
Jessica Houle
Colleague at Ci Assante Wealth Management
Canada, Canada
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CP
Carol Phaneuf
Colleague at Ci Assante Wealth Management
Regina, Saskatchewan, Canada, Canada
View →
CC
Connie Chan
Colleague at Ci Assante Wealth Management
Markham, Ontario, Canada, Canada
View →
ES
Efecan Savasan
Colleague at Ci Assante Wealth Management
Canada, Canada
View →
JA
Jordan Anger, Cfp
Colleague at Ci Assante Wealth Management
Greater Ottawa Metropolitan Area, Canada
View →
SA
Shane A. Sienaert Mba Cfp® Cim® Fellow Of Csi®Ciwm®
Colleague at Ci Assante Wealth Management
Canada, Canada
View →
MJ
Martin Jalbert Pl.Fin.
Colleague at Ci Assante Wealth Management
St-Lambert, Quebec, Canada, Canada
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3 education records
Tj Kumar education
Canadian Securities Course, Finance
Canadian Securities Institute
Business Administration (Specializing In Finance) (W/ Work Experience), Finance, Gpa: 3.79
Fundamentals Of Project Management, Project Management
FAQ
Frequently asked questions about Tj Kumar
Quick answers generated from the profile data available on this page.
What company does Tj Kumar work for?
Tj Kumar works for CI Assante Wealth Management.
What is Tj Kumar's role at CI Assante Wealth Management?
Tj Kumar is listed as Financial Services Representative at Assante Wealth Management at CI Assante Wealth Management.
Where is Tj Kumar based?
Tj Kumar is based in Toronto, Ontario, Canada while working with CI Assante Wealth Management.
What companies has Tj Kumar worked for?
Tj Kumar has worked for Ci Assante Wealth Management, Shoppers Drug Mart, and The Investment Administration Solution.
Who are Tj Kumar's colleagues at CI Assante Wealth Management?
Tj Kumar's colleagues at CI Assante Wealth Management include Ryan Napier, Cfp®, Cim®, Matthew Thomas, Claudia Torres, Jessica Houle, and Carol Phaneuf.
How can I contact Tj Kumar?
You can use AeroLeads to view verified contact signals for Tj Kumar at CI Assante Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Tj Kumar attend?
Tj Kumar holds Canadian Securities Course, Finance from Canadian Securities Institute.
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