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