Financial Planner, Scotia Financial Planning - Woodstock, ON (Devonshire & Springbank)
Woodstock, ONScotiabank
3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - Woodstock, ON (485 Dundas Street)
Woodstock, ONScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a current mutual fund licence (CIRO), and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology