Daksha Vaidya
Olb Operations Representative @Scotiabank
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WORK HISTORY
Olb Operations Representative @Scotiabank
Toronto, ON, CA
EDUCATION
Jain (Deemed-to-be University)
Bachelor of Commerce - BCom
Lambton College
Post-Graduation
ABOUT DAKSHA VAIDYA
As a OLB operations representative at Scotia iTRADE, I contribute to the smooth execution of brokerage operations by ensuring transactional accuracy, regulatory compliance, and exceptional client service. This role has enhanced my understanding of investment products, financial markets, and client portfolio processes. With over 3.5 years of progressive experience in the finance sector, I bring a strong foundation in financial operations, client servicing, and risk management. I hold a postgraduate diploma in Financial Planning and Wealth Management from Lambton College, which strengthened my expertise in investment planning, portfolio strategies, and wealth advisory principles. Previously, I worked as a Financial Analyst at State Street and Ashani CPAs and Business Advisors, where I focused on financial reporting, data analysis, and business planning. I am dedicated to continuous professional growth and aspire to contribute meaningfully to the banking and wealth management industry through client-focused financial solutions.
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