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
Senior Financial Advisor Trainee - Whitehorse, Yukon, Territory
Whitehorse, YTScotiabank
Candidates need a Mutual Funds licence, a completed CIFP Diploma, and a drive to build customer relationships. They must also be able to meet and exceed sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor - Vernon, BC
Vernon, BCScotiabank
Candidates need a drive to build customer relationships, a proven record of meeting or exceeding sales targets, and a Mutual Funds licence. Working toward the CIFP Diploma is also required.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership