Financial Planner, Scotia Financial Planning - Terry Fox & Campeau
Ottawa, ONScotiabank
3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Advisor, Investment & Retirement Planning - Timberlea, Fort McMurray, Alberta
Fort McMurray, ABScotiabank
Candidates need experience in financial planning or investment sales (preferred), the CIFP/CFP designation or a bank-recognized equivalent, and Mutual Funds Representative certification in good standing. Strong knowledge of market trends, economic conditions and the regulatory environment is also required.
advanced technology tools
ScotiaMcLeod Senior Financial Planning Associate
White Rock, BCScotiabank
2+ ansCandidates need a CFP or IQFP (QC only) designation and at least 2 years of experience, and a CPA designation is an asset. They should have advanced financial planning software skills, experience running Total Wealth Planning engagements from discovery to presentation, and strong verbal communication skills.
Financial planning software
Technology Planning and Coordination Specialist
Toronto, ONScotiabank
5+ ansCandidates need 5+ years of hands-on project management on medium to large, multi-stream projects with significant IT and operational components. Strong communication, stakeholder influence and skills in tools such as MS Project, Visio and CA PPM are required, plus post-secondary education. PMP, CSM or PSM certification is an asset.
CA PPM, MS Project, MS Visio, PowerPoint, MS Excel, Adobe PDF