Harsh Shah
Advisor Support Ciro at Investment Planning Counsel
Based in Mississauga, Canada
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Seniority
Other
Department
Other
Location
Mississauga
Industry
Financial Services
Company size
997
Contact information
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h•••••••@ipcc.ca
Phone
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Background
About Harsh Shah
Skilled and reliable financial professional with over 8 years of experience in banking, mutual funds, and office management. Strong in handling financial transactions, account setups, reconciliations, and client service. Proven ability to manage high-volume workloads, meet strict deadlines, and lead small teams while ensuring accuracy and compliance with regulatory standards. Proficient with Microsoft Office and financial systems, with hands-on experience in mutual fund platforms, RRSP,TFSA withdrawals, loan fulfillment, and Financial hardship request processing.
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