Scotiabank
The Financial Planner role focuses on developing and deepening client relationships within the mass affluent market by providing high-quality investment and financial planning advice. This position involves driving investment sales, acquiring new clients, and establishing business development opportunities while adhering to regulatory requirements. The role offers flexibility in scheduling and the opportunity to leverage external networks to grow a practice within a collective Scotiabank framework.
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.
Financial Planner, Scotia Financial Planning - Kingston
State of Illinois
Financial Planner, Scotia Financial Planning - Calgary
State of Illinois
Financial Planner, Scotia Financial Planning - Belleville, Trenton
State of Illinois
Financial Planner, Scotia Financial Planning - Truro, NS
State of Illinois
Financial Planner, Scotia Financial Planning - Fort St.John
State of Illinois
Financial Planner, Scotia Financial Planning - Downtown Vancouver
State of Illinois