Financial Planner, Scotia Financial Planning - Burnaby
Burnaby, BCScotiabank
3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.
CRM software, Financial planning software, Portfolio software
Financial Planner, Scotia Financial Planning - Calgary
Calgary, ABScotiabank
3+ ansCandidates need 3 years of financial planning and investment sales experience, CIRO mutual fund licensing, and a PFP or CFP designation is required. They also need strong networking skills, the ability to work independently, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology