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
Operations Manager, Scotia iTRADE - Toronto, ON
Toronto, ONScotiabank
5+ ansCandidates need 5+ years of financial services experience, ideally in people management, plus strong brokerage operations knowledge and leadership skills. A degree is preferred, and securities and derivatives courses such as CSC, CPH, DFC, OLC and OSC are assets.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, ADP, AS400