Scotiabank
The Scotiabank Estate & Trust Associate supports Estate & Trust Consultants by managing sales processes, preparing client files, and ensuring operational efficiency in estate planning. This role involves coordinating logistics for client meetings, maintaining data accuracy in Salesforce, and championing a customer-focused culture within the wealth management sector.
Scotiabank is a leading global financial institution offering personal, business, and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets services. With a global team of approximately 90,000 employees, Scotiabank operates across numerous countries in the Americas, Europe, Asia-Pacific, and the Caribbean. The bank serves individuals, businesses, and institutions through a broad suite of products including loans, insurance, brokerage, mutual funds, and more.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Scotiabank.
Scotiabank didn’t post a salary, so this is our estimate from similar listings.
16% above the average for this role
Wealth Management Client Associate
Bank of America
Retirement Consultant
Sun Life
Account Sales Representative
Kenneth Brown Agency
In-Home Remodeling Sales - W2, Benefits!
West Shore Home
Innesäljare Sommarviakriat
Sysco
Balenciaga %E2%80%93 Cdi %E2%80%93 Vendeur Se Saint Tropez Avril 2026 F H Saint Tropez France
Kering