Scotiabank
The Financial Planner role focuses on developing and deepening relationships with mass affluent clients by providing high-quality investment and financial planning advice. The position involves proactive outreach to both external prospects and internal Scotiabank clients to identify opportunities and deliver tailored financial solutions. This entrepreneurial role requires building a strong network, driving investment sales, and adhering to regulatory standards while enjoying a flexible work environment.
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.
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