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© All Rights Reserved. ApplyBlast.com
Scotiabank
As a Financial Planner in the retail branch network, you will establish and deepen investment and primary banking relationships with existing and referred clients to meet deposit and investment sales goals. The role involves conducting in-depth financial planning reviews, delivering trusted advice on investments and retirement, and leveraging technology to enhance client interactions and streamline processes. You will foster strong client engagement, educate customers, and focus on achieving targets for balanced client satisfaction and business growth.
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.
70% above the average for this role
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