Shuchi Bhatia
Financial Advisor at Scotiabank
Based in Surrey, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Surrey
Industry
Banking
Company size
96K
Contact information
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s•••••••@scotiabank.com
Phone
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Background
About Shuchi Bhatia
Our team at Scotiabank thrives on providing top-tier customer service, a commitment I uphold daily as a Senior Customer Service Associate. With a robust academic background in finance and economics from Douglas College and Delhi University, I apply analytical skills to support and enhance branch operations. My certification in Investment Funds in Canada (IFC) underpins my financial expertise, allowing us to maintain and grow client relationships effectively.i am aspiring candidate working towards CFP designation. Previously, with Momentum Financial Services Group, we expanded our customer base and increased market share by efficiently managing sales targets and ensuring guest satisfaction. My role emphasized creating impactful customer experiences, aligning with my values of teamwork, diversity, and lifelong learning. I am driven to contribute to an organization devoted to financial empowerment and professional growth.
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