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Vithushan Esan

Vithushan Esan

Morgan Stanley

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Track

SQL Fundamentals

My New Course

Introduction to SQL

Harnessing the power of information for actionable insights.

My Work

Take a look at my latest work.

course

Introduction to SQL

course

Intermediate SQL

course

Joining Data in SQL

course

Introduction to SQL

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

Canadian Securities Institute Canadian Securities Course

Canadian Securities Institute Conduct and Practices Handbook Course

Canadian Securities Institute Derivatives Fundamentals and Options Licensing Course

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to Python
Introduction to SQL
Intermediate SQL
Intermediate Python

My Work Experience

Where I've interned and worked during my career.

Scotiabank | Jul 2022 - Present

Client Associate - Ultra HNW, Scotia iTrade

I am responsible for managing all aspects of an assigned book of our top tier clients. This includes handling all service and trading related inquiries, appropriately resolving client concerns while identifying and capitalizing on opportunities to grow the business. Through daily interactions with clients I develop strong relationships and contribute to the business line by providing outstanding client experience and increased share of wallet. Growth of client assets, accounts and retention of revenue are some of the many key accountabilities. I am also responsible for managing sales, educational components and events planning for our clients as well.
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Scotiabank | Jun 2021 - Jul 2022

Investment Associate - HNW, Scotia iTrade

As an Investment Associate, I am the primary point of contact for high net worth clients. I provide specialized knowledge regarding new accounts, transfers, trading, as well as our full range of product/service offerings. I am also responsible for placing equity, option, mutual fund, fixed income and GIC orders efficiently and in an IIROC compliant manner.

TD | Mar 2020 - Dec 2020

Financial Planning Associate

I provide a high level of dedicated sales and service support to TD Wealth Financial Planners (FP) in progress reviewing, client contacting and business building. My responsibilities include providing the FPs with sales support by identifying net asset growth and revenue opportunities as well as conducting transactions across a broad range of conservative investments such as mutual funds and fixed income products.

BMO Wealth Management - Canada | Jun 2019 - Mar 2020

Licensed Investment Specialist, BMO Investorline

N/A

Canada Revenue Agency - Agence du revenu du Canada | May 2018 - Aug 2018

GST/HST Appeals Officer

N/A

The Alcohol and Gaming Commission of Ontario | May 2017 - Aug 2017

Summer Student - Audit and Financial Investigations

N/A

The Alcohol and Gaming Commission of Ontario | May 2016 - Aug 2016

Summer Student - Gaming Modernization Branch

N/A

My Education

Take a look at my formal education

Full Stack Flex Coding Bootcamp University of Toronto School of Continuing Studies | 2021
Honours Bachelor of Business Administration (BBA) in Specialization in AccountingWilfrid Laurier University | 2019

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