Tanvi Jambhale
About Tanvi Jambhale
Tanvi Jambhale is an Associate in Client Experience at Wealthsimple with a background in finance and customer service, holding a Bachelor of Commerce from the University of Toronto.
Current Role at Wealthsimple
Tanvi Jambhale currently holds the position of Associate, Client Experience, at Wealthsimple. She began this role in 2021. Wealthsimple, known for its user-friendly financial services, allows Tanvi to leverage her skills in client relations and financial services to drive customer satisfaction and experience.
Previous Role at Scotiabank
Tanvi Jambhale worked as an Ascend, Investment Specialist Associate at Scotiabank from 2020 to 2021. During her 10-month tenure in the Toronto, Canada Area, she focused on investment solutions and client management, contributing to Scotiabank's comprehensive financial services.
Education and Academic Achievements
Tanvi Jambhale completed her Bachelor of Commerce (BCom) with distinction from the University of Toronto, where she studied Accounting and minored in Economics. She attended the university from 2016 to 2020. Prior to this, she graduated from Weston Collegiate Institute with an Ontario Secondary School Diploma (OSSD) in 2016.
Roles at Financial Institutions
Tanvi has amassed experience in various roles at major financial institutions. She worked as a Technology Analyst Intern at BMO Financial Group in 2019 for three months, providing support in technological solutions. She also served as a Customer Experience Associate at TD from 2018 to 2019, where she focused on optimizing customer interactions.
Early Career and Sales Roles
In the earlier stages of her career, Tanvi Jambhale worked in several customer-facing roles. She was a Customer Service Representative at Dave and Buster's for four months in 2017 and a Sales Associate at Gap for three months in 2017. Additionally, she held a Sales Associate position at Canada's Wonderland from 2015 to 2016.