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Shivani Shaurya Email & Phone Number
Financial Service Associate
at
Optimize Wealth Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Service Associate
Location
Toronto, Ontario, Canada
Company size
Who is Shivani Shaurya? Overview
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Quick answer
Shivani Shaurya is listed as Financial Service Associate at Optimize Wealth Management, a with 1 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Shivani Shaurya.
Shivani Shaurya previously worked as Senior Financial Advisor at Scotiabank and Financial Advisor at Scotiabank. Shivani Shaurya holds Bachelor Of Commerce - Bcom, Business/Commerce, General from University Of Delhi.
Company email context
Email format at Optimize Wealth Management
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Optimize Wealth Management
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Profile bio
About Shivani Shaurya
Finance professional with 3+ years in financial advisory, client management, and compliance. At Scotiabank, I specialized in portfolio monitoring, asset transfers, and client onboarding, ensuring accurate and timely transactions while adhering to KYC and AML standards. Skilled in financial planning and dedicated to delivering client-focused solutions.
Listed skills include Business Development, Business Strategy, Team Management, Marketing, and 8 others.
Current workplace
Shivani Shaurya's current company
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Optimize Wealth Management
6 roles
Shivani Shaurya work experience
A career timeline built from the work history available for this profile.
Financial Service Associate
Current
Nov 2024 - Present
Senior Financial Advisor
Aug 2023 - Mar 2024
Financial Advisor
Feb 2022 - Sep 2023
Customer Service Representative
May 2021 - Feb 2022
Research Associate
Mar 2017 - Apr 2019
5 education records
Shivani Shaurya education
Bachelor Of Commerce - Bcom, Business/Commerce, General
Banking & Economics, Investments And Securities
Commerce, Commerce
St. Michael'S High School Patna, Bihar
Bachelor Of Commerce - Bcom
Bachelor Of Commerce - Bcom
FAQ
Frequently asked questions about Shivani Shaurya
Quick answers generated from the profile data available on this page.
What company does Shivani Shaurya work for?
Shivani Shaurya works for Optimize Wealth Management.
What is Shivani Shaurya's role at Optimize Wealth Management?
Shivani Shaurya is listed as Financial Service Associate at Optimize Wealth Management.
Where is Shivani Shaurya based?
Shivani Shaurya is based in Toronto, Ontario, Canada while working with Optimize Wealth Management.
What companies has Shivani Shaurya worked for?
Shivani Shaurya has worked for Optimize Wealth Management, Scotiabank, and S&P Global Market Intelligence.
How can I contact Shivani Shaurya?
You can use AeroLeads to view verified contact signals for Shivani Shaurya at Optimize Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Shivani Shaurya attend?
Shivani Shaurya holds Bachelor Of Commerce - Bcom, Business/Commerce, General from University Of Delhi.
What skills is Shivani Shaurya known for?
Shivani Shaurya is listed with skills including Business Development, Business Strategy, Team Management, Marketing, Marketing Strategy, Management, New Business Development, and Crm.
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