Scotiabank
The Lead Investment Advisor supports the Foundations Team by providing thoughtful investment advice and strong service to foundation clients across Canada. This role involves onboarding new foundation relationships, ensuring investment strategies align with client objectives, and collaborating with internal partners to deliver a seamless client experience. The position focuses on building trusted relationships, identifying growth opportunities, and maintaining a client-first approach within a collaborative team 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.
Scotiabank didn’t post a salary, so this is our estimate from similar listings.
23% below the average for this role
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