Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga
Mississauga, ONScotiabank
3+ ansScotiabank needs candidates with at least 3 years of financial planning and investment sales experience, a mutual funds certification, and a PFP or CFP designation. They must also be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning - Windsor
Windsor, ONScotiabank
3+ ansCandidates need at least 3 years in financial planning and investment sales, MFDA licensing (Investment Funds in Canada or Canadian Securities Course), and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
Financial planning, Sales, Regulatory compliance, Financial statements, CSC, Interpersonal skills
Financial Planner, Scotia Financial Planning - Belleville, Trenton
Belleville, ONScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification such as the Canadian Securities Course, and a PFP or CFP designation. They must show strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Richmond, BCScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a current mutual funds licence or Canadian Securities Course, and a PFP or CFP designation. They need proven networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology