Jay B.
Financial Advisor @Scotiabank
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WORK HISTORY
Financial Advisor @Scotiabank
Vancouver, BC, CA
Drive proactive business expansion through strategic client engagement, perform financial analysis, and evaluate statements and credit reports for adjudicating real estate and personal credit solutions. Designing personalized portfolios, prioritizing asset allocation, and diversification, with optimal cost-benefit and return on investment.
EDUCATION
University Canada West
Master's degree
Gujarat University
Bachelor's degree
ABOUT JAY B.
Financial Advisor with prior experience as a Credit Officer at Bank of Baroda, I bring over 10 years of diverse banking experience across Canada and India — combining strong client relationship skills with deep financial analysis expertise.Currently, I help individuals and families make informed decisions on mortgages, investments, and long-term financial planning. Prior to this, I worked with retail clients on credit underwriting and portfolio management, giving me hands-on experience in credit risk, financial statement analysis, and lending operations.With an MBA and as a CFA Level II candidate, I’m passionate about solving complex financial problems, driving client success, and continuously growing my skill set. I’m now looking to transition into a more strategic, analytical role — whether in consulting, corporate finance, or fintech — where I can contribute deeper financial insight and support smarter business decisions.Key Strengths: • Cross-border banking experience (India + Canada) • Credit analysis & lending operations • Investment & financial planning (Canada) • Strong interpersonal & advisory skills • CFA Level II candidate | MBA in Finance (Canada)Let’s connect if you think there is something we can bring together on table.
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