Rashi Gusain, Ific Certified
About Rashi Gusain, Ific Certified
Rashi Gusain is an Operations Assistant at Primerica in Mississauga, Ontario, with a background in financial planning and services. She has experience in collections and possesses knowledge of laws governing the security industry.
Work at Primerica
Rashi Gusain has been employed at Primerica as an Operations Assistant since 2020. In this role, she contributes to various operational tasks within the organization, leveraging her expertise in financial planning and services. Her position is based in Mississauga, Ontario, Canada, where she has developed a strong understanding of the company's processes and client needs over the past four years.
Previous Experience at Financial Debt Recovery Limited
Before joining Primerica, Rashi Gusain worked at Financial Debt Recovery Limited (FDR) as a Collections Officer from 2019 to 2020. During her 11-month tenure in Richmond Hill, Ontario, Canada, she was responsible for managing collections and adhering to industry regulations. This experience provided her with valuable insights into financial recovery processes and client interactions.
Education and Expertise
Rashi Gusain has a diverse educational background in finance and business. She studied at Mumbai University, where she earned a Bachelor of Commerce (BCom) in Accounting and Finance from 2014 to 2017. She furthered her education at Fanshawe College, completing a program in Financial Planning and Services in 2018. Additionally, she studied Business Administration at York University in 2019. Rashi also holds a CIFC certification from IFSE Institute, which enhances her professional qualifications.
Financial Planning Skills
Rashi Gusain has demonstrated a proven record in preparing comprehensive financial plans for clients. Her expertise includes retirement planning, tax strategies, investment management, estate planning, and overall financial management. She possesses knowledge of Canadian taxation laws related to securities, which she applies to benefit her organization and clients.
Technical Proficiency
Rashi Gusain is recognized for her ability to quickly learn and adapt to various software and applications used in organizational settings. She is proficient in tools such as CUBS and RPM, which are essential for her operational role. Her multitasking skills enable her to manage multiple responsibilities effectively, contributing to her overall performance in the workplace.