Anuj Karnani
Investment Specialist, Mutual Funds at BMO Wealth Management - Canada- Claim this Profile
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Bio
Credentials
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Canadian Securities Course
Canadian Securities InstituteSep, 2020- Nov, 2024 -
RISK MANAGEMENT & ESTATE PLANNING
Canadian Institute of Financial planningAug, 2020- Nov, 2024 -
LLQP
IFSE InstituteMay, 2020- Nov, 2024 -
Registered Retirement Consultant
canadian Institute of financial planningMay, 2020- Nov, 2024
Experience
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BMO Wealth Management - Canada
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Banking
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700 & Above Employee
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Investment Specialist, Mutual Funds
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Oct 2021 - Present
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Term Investment Specialist
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May 2021 - Oct 2021
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Sbarro
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United States
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Restaurants
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700 & Above Employee
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Cashier Customer Service
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May 2019 - May 2021
• Ensuring sales, meeting daily sales targets• Supervising the store when needed or in absence of the manager.• Training new employees• Demonstrating supervisory skills with multiple responsibilities and accountability and not just routine work• Working efficiently with multitasking skills, serving and simultaneously billing and charging the customers• working cohesively in team environment to build strong relationship with members• Ensuring customer satisfaction with professional customer interaction• Maintaining cleanliness in the work premises
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Accountant
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May 2017 - Apr 2019
• Liaised with business customers professionally using effective communication skills, ensuing the quality exchange of information for the inquires by performing reception work. • Played key roles in Filing Annual tax returns, GST returns and personal tax returns for the client.• Maintained and updated client accounts and tracked payments using accounting software package Tally ERP 9• Prepared cash flow statements while performing the payroll of staff efficiently by keeping timely track of payment of salaries.• Operated the cash register to process customer transactions accurately, and closed register at end of each shift• Looked after the accounts payable and receivables to different suppliers and customers respectively in order to get rid of loans while ensuring cash collection from debtors.• Prepared monthly financial reports by performing the inspecting internal and external environment to get balanced report.• Maintained adherence to all company protocols by following all the common duties to be followed by an employee and thus achieving higher standards of perfection.
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Education
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Centennial College
Master's degree(Pg Diploma), Finance and Financial Management Services -
Centennial College
Master's degree(PG Diploma), Accounting and Business/Management -
Goenka College of Commerce & Business Administration
Bachelor's degree, Accounting and Finance