Scotiabank
The Financial Planner (internally known as Financial Advisor, Investment and Retirement Planning) works within the retail branch network to grow investment and banking relationships with assigned clients. The role focuses on delivering personalized financial advice, retirement and wealth planning, and meeting deposit and investment sales targets while leveraging technology and fostering strong client engagement.
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.
8% above the average for this role
Financial Planner, Branch Network - Bloorcourt Village
State of Illinois
Financial Planner
TRU-VOLUTE
Financial Advisor, Investment & Retirement Planning - Eglinton & Mavis, Mississauga
State of Illinois
Financial Advisor, Investment & Retirement Planning - Chilliwack, British Columbia
State of Illinois
Financial Advisor, Investment & Retirement Planning - Mississauga & Sandalwood, Brampton
State of Illinois
Financial Advisor, Investment & Retirement Planning (Canada)
State of Illinois