ScotiaMcLeod Administrative Associate
White Rock, BCScotiabank
Candidates need experience in the securities industry, the CIRE designation or willingness to obtain it, strong written and verbal communication, close attention to detail, and excellent client service skills.
Sales, Present reports, Communication skills, Securities, Attention to detail, Time management
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