Financial Advisor, Investment & Retirement Planning - Decarie & Ferrier
Montréal, QCScotiabank
Candidates need financial planning and investment sales experience (preferred), a CFP or CIFP designation or bank-recognized equivalent, and Mutual Funds Representative certification in good standing. They should know competitive offerings, market trends and the regulatory environment.
Financial planning tools
Financial Advisor, Investment & Retirement Planning - Saskatoon Main Branch
Saskatoon, SKScotiabank
Scotiabank asks for experience in financial planning or investment sales, which is preferred. Candidates need the CIFP/CFP designation or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Sales, Sales targets, Financial planning, Relationship building