Ashok Aryal

Strategic and client-focused financial services professional with progressive experience in wealth management, investment administration, banking operations, and client relationship management within Scotiabank and MD Management. Currently pursuing the Qualified Associate Financial Planner (QAFP) designation while holding IIROC registration and advanced financial planning coursework. Recognized for professionalism, analytical thinking, compliance expertise, and delivering exceptional client experiences in high-performance environments.

Client Service Associate - MD Management – Scotiabank

(2023)

• Support Portfolio Managers through investment administration and portfolio review preparation.
• Maintain relationships with high-net-worth clients while delivering premium service experiences.
• Research and resolve complex client matters while ensuring compliance standards are maintained.
• Manage trade processing and client documentation with strong attention to detail.

Regional Administrative Specialist - MD Management – Scotiabank

(2022 - 2023)

• Completed CSC, CPH, and IRT certifications and achieved IIROC registration.
• Prepared DocuSign investment documentation and coordinated advisor-client meetings.
• Maintained accurate client records and ensured regulatory compliance.

Customer Experience Associate - Scotiabank

(2021 - 2022)

• Delivered financial solutions and managed banking transactions efficiently.
• Supported branch operations and strengthened customer retention through service excellence.

Restaurant Manager - Pizza Express Hilton Kuwait

(2015 - 2018)

• Managed operations, staffing, customer service, and financial reporting.
• Led employee development and operational improvement initiatives.

Qualified Associate Financial Planner (QAFP) – In Progress - Financial Management | Investment Planning | Tax Planning | Estate Planning | Insurance & Risk Management | Retirement Planning | Foundations of Credit | Credit - FP Canada