Financial Planner, Scotia Financial Planning - Sherbrooke
Sherbrooke, QCScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a CIRO-compliant mutual fund licence, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence with access to a vehicle, and fluency in French and English.
CRM software, financial planning software, portfolio software
Financial Planner, Scotia Financial Planning - Truro, NS 1
Truro, NSScotiabank
3+ ansScotiabank asks for 3 years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. Candidates need strong networking skills, experience building centres of influence, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software
Financial Planner, Scotia Financial Planning - Halifax, NS
Halifax, NSScotiabank
3+ ansScotiabank needs candidates with about 3 years of financial planning and investment sales experience, mutual fund certification or Canadian Securities Course, and CIRO licensing in good standing. A PFP or CFP designation, a valid driver's licence, and access to a vehicle are also required.
CRM software, portfolio software, financial planning software
Financial Planner, Scotia Financial Planning - Antigonish, NS
Antigonish, 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. 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
Financial Planner, Scotia Financial Planning - Labrador City, NL
Labrador City, NLScotiabank
3+ ansCandidates need about 3 years of financial planning and investment sales experience, a CIRO-registered mutual fund or securities credential, and a PFP or CFP designation. A valid driver's licence and a vehicle are also required.
CRM software, Portfolio software, Financial planning software, Mobile technology
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
ScotiaMcLeod Senior Financial Planning Associate
White Rock, BCScotiabank
2+ ansCandidates need a CFP or IQFP (QC only) designation and at least 2 years of experience, and a CPA designation is an asset. They should have advanced financial planning software skills, experience running Total Wealth Planning engagements from discovery to presentation, and strong verbal communication skills.
Financial planning software