Scotiabank
This role focuses on driving referrals and building partnerships within Scotia Wealth Management Partnerships to transition high-net-worth clients into wealth management solutions. The incumbent acts as a liaison between Retail Banking and SWM, educating partners on offerings and facilitating seamless client transitions. Success in this position requires a deep understanding of various wealth services and a strong drive to generate new business opportunities in a regulated 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.
36% above the average for this role
Private Banker II
TD Bank
Senior Total Wealth Planner - Winnipeg, MB
State of Illinois
Sr Wealth Advisor
Northern Trust
Senior Manager, Wealth & Tax Advisory
Baker Tilly
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
State of Illinois
PRIVATE CLIENT ADVISOR- AGRIBUSINESS- WEALTH MANAGEMENT GROUP
Direct Staffing Inc