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Imesh Herat

@imeshherat

Financial services graduate with an active IFSE/IFIC Mutual Fund Representative License and retail client service experience.

Canada

Message

At No Frills, I processed cash, debit, and credit transactions for 100+ customers daily and balanced my till at the end of each shift. I also helped customers sign up for PC Optimum and use self-checkout kiosks and store mobile apps.

As a Customer Experience Assistant at Thrift Store, I served a diverse customer base and worked with management and floor staff on store layout, donation processing, and customer inquiries.

At Mohawk College, I studied financial services, with a specialization in personal financial planning and wealth management. My applied case studies involved developing mock Financial Needs Analyses covering cash flows, credit requirements, and investment options, and I hold an active IFSE/IFIC Mutual Fund Representative License.

Experience

Work history, roles, and key accomplishments

Checkout Associate

No Frills

Aug 2023 - Dec 2025 (2 years 4 months)

Processed cash, debit, and credit transactions for 100+ customers daily, ensuring accurate till balancing. Promoted loyalty programs and guided customers on self-service options.

Cash Handling Till Balancing Transaction Accuracy Customer Service POS systems Digital Self Service PC Optimum

Customer Experience Assistant

Thrift Store

Feb 2023 - Jul 2023 (5 months)

Prioritized exceptional client service and relationship building with a diverse customer base. Collaborated with management to optimize store layout and resolve client inquiries.

Customer Service Customer Experience Problem Solving Collaboration

Education

Degrees, certifications, and relevant coursework

Mohawk College

Diploma in Business – Financial Services, Financial Services

Activities and societies: Applied case studies, relevant coursework in credit, ethics, compliance & law, risk & estate planning, strategic investment planning, business mathematics of finance.

Diploma in Business – Financial Services with specialization in Personal Financial Planning & Wealth Management. Developed mock Financial Needs Analyses and completed coursework in credit, ethics, compliance, risk, and investment planning.