Scotiabank
The Total Wealth Planner, APS serves as an in-field resource for Ultra High Net Worth clients, collaborating with advisors to create and deliver comprehensive wealth plans. This role focuses on deepening client relationships, providing expert financial planning advice across all life stages, and facilitating strategic solutions for complex financial needs. The position requires building strong relationships with internal specialists and external professionals to ensure a seamless and cohesive client experience.
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.
77% above the average for this role