Virtual Investment & Personal Banking Specialist
Montréal, QCScotiabank
Candidates need a Mutual Funds licence, a commitment to working toward the CIFP Diploma, and knowledge of retail banking products such as credit, mortgages and personal loans. Strong mutual fund knowledge, a record of meeting sales targets and fluent French and English are also required.
Sales targets, Customer experience, Customer relations, Customer service, Hazard assessment, Regulatory compliance
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Saskatchewan
Saskatoon, SKScotiabank
3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus mutual funds licensing (MFDA or Canadian Securities Course). A PFP or CFP designation, proven networking skills, and a valid driver's licence with access to a vehicle are also required.
CRM software, Portfolio software, Financial planning software, Mobile technology
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario
Greater Sudbury, ONScotiabank
3+ ansScotiabank candidates need 3 years of financial planning and investment sales experience, MFDA licensing (Mutual Funds Certified Professional or Canadian Securities Course), and a PFP or CFP designation. Strong networking, entrepreneurial drive, a valid driver's licence and access to a vehicle are also required.
CRM software, portfolio software, financial planning software, mobile technology
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta
Cold Lake, ABScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, an MFDA-compliant investment license, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology