Simran Juvale
Senior Financial Advisor @Scotiabank
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WORK HISTORY
Senior Financial Advisor @Scotiabank
Mississauga, ON, CA
Nurture strong, long-standing relationships and build comprehensive financial plans. Provide more complex advice, relevant insights, and financial planning with a full scope of solutions including tax-efficient strategies and business-focused advice.
EDUCATION
M L Dahanukar College of Commerce
Bachelor of management studies, Business/Commerce, General
Conestoga College
Strategic Global Business Management, International Business
ABOUT SIMRAN JUVALE
I’m a results-driven financial professional with 5+ years of experience in retail banking, trade finance, and wealth management. Currently at Scotiabank, I deliver holistic financial planning, credit analysis, and risk-based advisory to help clients achieve sustainable financial growth.My earlier experience at Tata Consultancy Services (Citibank NAM) strengthened my expertise in trade finance and treasury operations, including Letters of Credit (LC) processing, AML/OFAC compliance, and cross-border payment management.Certified in the Canadian Securities Course (CSC), RFRA Levels 1 & 2, and Risk Management, I’m passionate about integrating financial analysis, compliance, and operational efficiency to support strategic treasury objectives.I value integrity, precision, and continuous learning. Let\'s connect and achieve success together!
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