Financial Planner, Scotia Financial Planning - Bridgewater
Bridgewater, NSScotiabank
3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, Portfolio software, Financial planning software
Financial Planner, Scotia Financial Planning - Terry Fox & Campeau
Ottawa, ONScotiabank
3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology