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Patrick O. Email & Phone Number
Senior Financial Advisor - Investment and Retirement Planning
at
Scotiabank
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Financial Advisor - Investment and Retirement Planning
Location
Pembroke, Ontario, Canada
Company size
Who is Patrick O.? Overview
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Quick answer
Patrick O. is listed as Senior Financial Advisor - Investment and Retirement Planning at Scotiabank, a with 95207 employees, based in Pembroke, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Patrick O..
Patrick O. previously worked as Senior Financial Advisor - Investment & Retirement Planning at Scotiabank and Senior Financial Advisor at Scotiabank. Patrick O. holds Canadian Insurance Course Cic, Full Insurance Course from Canadian Securities Institute.
Company email context
Email format at Scotiabank
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Scotiabank
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Profile bio
About Patrick O.
• Strong leader skilled at adapting to different roles to provide optimal results• Passionate and enthusiastic worker with track record of exceeding expectations and outperforming peers• Competitive must win attitude•
Current workplace
Patrick O.'s current company
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Scotiabank
10 roles · 14 years
Patrick O. work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor - Investment & Retirement Planning
Providing specialized advice, creating and implementing financial plans and providing portfolio/investment management expertise.
Senior Financial Advisor - Investment And Retirement Planning
Providing specialized advice, creating and implementing financial plans and providing portfolio/investment management expertise. Top Performer 2020, 2021
Jan 2019 - Feb 2022
Senior Financial Advisor
Providing financial solutions to clients, while walking them to and through all stages of life. Specializing in investment solutions.
2018 - Jan 2019
Investment Associate
Provide investment management and financial advisory services to those with a net worth exceeding 1 million dollars.
2013 - 2018
~5 yrs
Senior Associate
Provide investment management and financial advisory services to those with a net worth exceeding 1 million dollars.
Aug 2011 - Jul 2013
Customer Support Supervisor
Supervision of team of 5 support officers setting up products like mortgages, loans and other credit products.
May 2010 - Aug 2011
Loan Loss Provision
Management and collection of a portfolio of overdue and closed credit products. Negotiated resolutions or recommended advancement to legal.
Jan 2009 - May 2010
Administrator- Policy And Procedure
Assistant to the Principal Trust Specialist and the VP of Policy and Procedure within RBC Estate and Trust Services. Populated reports, summarized and documented litigation and performed other duties to assist in day to day operations.
Jan 2007 - Feb 2008
Sales Administrator
Perform administrative duties and populate revenue reports for a team of 21 sales reps. Assist the Regional Manager in the day to day operations of the office and various magazines. Take training on, then teach the sales team how to populate new reports, use new technologies and present new products to clients and prospects.
Dec 2005 - Jan 2007
Team & coworkers
Colleagues at Scotiabank
Other employees you can reach at scotiabank.com. View company contacts for 95207 employees →
JA
Jessica Alvarado Trucios
Colleague at ScotiabankPeru
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SA
Sergio Ariel Becerra Gonzalez
Colleague at ScotiabankMexico
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TA
Tracey A Ferrant
Colleague at ScotiabankKanagawa, Japan
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MP
Marliz Pinedo
Colleague at ScotiabankPeru
View →
PP
Patrice Persaud
Colleague at ScotiabankToronto, Ontario, Canada
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AS
Arun Sharma
Colleague at ScotiabankBengaluru, Karnataka, India
View →
JZ
Jacky Zhao
Colleague at ScotiabankCanada
View →
KS
Keysi Stacey Montero
Colleague at ScotiabankDominican Republic
View →
HR
Harley Richardson
Colleague at ScotiabankSummerside, Prince Edward Island, Canada
View →
SA
Shantel Anderson
Colleague at ScotiabankJamaica
View →
Jessica Alvarado Trucios
Colleague at ScotiabankPeru
View →
SA
Sergio Ariel Becerra Gonzalez
Colleague at ScotiabankMexico
View →
TA
Tracey A Ferrant
Colleague at ScotiabankKanagawa, Japan
View →
MP
Marliz Pinedo
Colleague at ScotiabankPeru
View →
PP
Patrice Persaud
Colleague at ScotiabankToronto, Ontario, Canada
View →
AS
Arun Sharma
Colleague at ScotiabankBengaluru, Karnataka, India
View →
JZ
Jacky Zhao
Colleague at ScotiabankCanada
View →
KS
Keysi Stacey Montero
Colleague at ScotiabankDominican Republic
View →
HR
Harley Richardson
Colleague at ScotiabankSummerside, Prince Edward Island, Canada
View →
SA
Shantel Anderson
Colleague at ScotiabankJamaica
View →
6 education records
Patrick O. education
Canadian Insurance Course Cic, Full Insurance Course
Canadian Securities Institute
Life License Qualification Program - Ontario Full Life Licence, Life Insurance
Llqp - Province Of Ontario
Wealth Management Essentials, Financial And Tax Planning
Canadian Securities Institute
Cph, Conduct And Practices Handbook
Canadian Securities Institute
Investment Advisor Training Program
Canadian Securities Institute
Csc, Canadian Securities Course
Canadian Securities Institute
FAQ
Frequently asked questions about Patrick O.
Quick answers generated from the profile data available on this page.
What company does Patrick O. work for?
Patrick O. works for Scotiabank.
What is Patrick O.'s role at Scotiabank?
Patrick O. is listed as Senior Financial Advisor - Investment and Retirement Planning at Scotiabank.
Where is Patrick O. based?
Patrick O. is based in Pembroke, Ontario, Canada while working with Scotiabank.
What companies has Patrick O. worked for?
Patrick O. has worked for Scotiabank, Scotia Wealth Management, Rbc Wealth Management, and Yellow Pages Group / Groupe Pages Jaunes – Canada.
Who are Patrick O.'s colleagues at Scotiabank?
Patrick O.'s colleagues at Scotiabank include Jessica Alvarado Trucios, Sergio Ariel Becerra Gonzalez, Tracey A Ferrant, Marliz Pinedo, and Patrice Persaud.
How can I contact Patrick O.?
You can use AeroLeads to view verified contact signals for Patrick O. at Scotiabank, including work email, phone, and LinkedIn data when available.
What schools did Patrick O. attend?
Patrick O. holds Canadian Insurance Course Cic, Full Insurance Course from Canadian Securities Institute.
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