Emplois “branch banking software” au Canada – Page 25

Aucun filtre correspondant. Essayez un autre nom.

Résultats

• 1 mois

  Associate Insurance Service Advisor, Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3-5 years of life insurance experience, a university degree or equivalent, and LLQP. Experience with permanent life insurance, carrier illustrations, advisor portals and estate planning uses of life insurance, including corporate owned life insurance, is essential.

  Centralize, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Insurance carrier illustration software

  1 mois

  Financial Planner, Scotia Financial Planning - Kingston

  Kingston, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Fort St.John

  Fort St. John, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Associate, Scotia Financial Planning - Newmarket, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs post-secondary education in business or a related field, a Mutual Fund Licence, and a PFP or CFP designation in progress. Candidates need strong verbal and written communication, self-motivation, and knowledge of brokerage and wealth management environments.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Prince George

  Prince George, BC

  

  Scotiabank

  3+ ansScotiabank needs three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Oakville, Burlington

  Burlington, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are also required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Virtual Financial Planner, Scotia Financial Planning- Opportunities in Saskatchewan

  Saskatoon, SK

  

  Scotiabank

  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

  1 mois

  Healthcare & Professional Specialist

  Toronto, ON

  

  Scotiabank

  Candidates need post-secondary education in accounting, finance, business law or economics, or equivalent experience. They need proven experience in the healthcare and professional market, strong knowledge of small business products and credit risk, and the ability to build relationships and sell. Mobility within the district is required.

  ACE, GRM, Sales Builder, Intralink

  1 mois

  Financial Planner, Scotia Financial Planning - Regina & Area

  Regina, SK

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a current mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They must also have strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning- Edmonton, AB

  Edmonton, AB

  

  Scotiabank

  3+ ansCandidates need at least 3 years of experience in financial planning and investment sales, plus mutual funds certification and MFDA licensing. A PFP or CFP designation, strong networking skills, and a valid driver's licence with a vehicle are also required.

  CRM software, portfolio software, financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)

  Brampton, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or securities licence in good standing with CIRO, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Financial planning software, Portfolio software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Newmarket, ON

  Newmarket, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual funds certification (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software, Mobile technology

  1 mois

  Virtual Business Advisor, Canadian Banking - Calgary

  Calgary, AB

  

  Scotiabank

  3+ ansScotiabank needs candidates with three to four years of related experience, strong business development and communication skills, and accounting, finance or business courses or equivalent. They must complete or enrol in the Business Banker Certification Program and know Business Banking products and systems.

  Salesforce, SalesBuilder, Intralink, Microsoft Outlook, eSignature, Business Advisor Dashboard

  1 mois

  Virtual Business Advisor, Canadian Banking - Halifax

  Alberta

  

  Scotiabank

  3+ ansCandidates need 3 to 4 years of related experience, strong business development and phone-based communication skills, and accounting, finance or business law coursework or equivalent. They must also complete or agree to enrol in the Business Banker Certification Program.

  SalesBuilder, Salesforce, Intralink, Microsoft Outlook, eSignature, Business Advisor Dashboard

  1 mois

  Financial Planner, Scotia Financial Planning - Winnipeg & Area

  Winnipeg, MB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification and MFDA licensing, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, portfolio management software, financial planning software

  1 mois

  Assistant Insurance Service Advisor - Greater Toronto Area

  Burlington, ON

  

  Scotiabank

  3+ ansCandidates need 3 to 5 years of life insurance industry experience, a university degree or equivalent, and LLQP. Permanent life insurance, carrier illustrations and estate planning knowledge are essential.

  Centralize, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook

  1 mois

  Financial Planner, Scotia Financial Planning - Barrhaven

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. They must also show strong networking skills, work independently, and have a valid driver's licence and vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Healthcare & Professional Specialist - Montreal

  Montréal, QC

  

  Scotiabank

  Candidates need post-secondary education in accounting, finance, business law or economics, or equivalent experience, plus proven expertise in the healthcare and professional market. Strong business development, small business lending and risk management knowledge, and fluency in French and English are required.

  ACE, GRM, Sales Builder, Intralink

  1 mois

  Financial Planner, Scotia Financial Planning - Whitehorse, Yukon

  Whitehorse, YT

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO) or Canadian Securities Course, and a PFP or CFP designation preferred. Strong networking, self-motivation, a valid driver's licence and access to a vehicle are also required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario

  Greater Sudbury, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Nobleton, ON

  Nobleton, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification (MFDA licensing), and a PFP or CFP designation. They also need a valid driver's licence, access to a vehicle, and strong networking and self-motivated skills.

  CRM software, Portfolio software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning- Fort McMurray, AB

  Fort McMurray, AB

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual funds licence, and a valid driver's licence with a vehicle. A PFP or CFP designation, strong networking skills and the ability to work independently are also needed.

  CRM software, Financial planning software, Portfolio software

  1 mois

  Financial Planner, Scotia Financial Planning - Richmond, Vancouver

  Vancouver, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years in financial planning and investment sales, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. They must have strong networking skills, work independently, and hold a valid driver's licence with a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Merivale & Meadowlands

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, mutual fund certification with good CIRO standing, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

1 entreprises