Financial Advisor, Investment & Retirement Planning - Guelph
Guelph, ONScotiabank
Scotiabank needs candidates with financial planning or investment sales experience (preferred), the CFP/CIFP designation or a bank-recognized equivalent, and Mutual Funds Representative certification in good standing. Candidates also need knowledge of market trends and the regulatory environment.
financial planning tools
Financial Advisor, Investment & Retirement Planning - OWEN SOUND, ONT.
Owen Sound, ONScotiabank
Candidates need financial planning or investment sales experience (preferred), a CFP or CIFP designation or equivalent, and a Mutual Funds Representative certification in good standing. Strong knowledge of market trends and the regulatory environment is also needed.
Sales, Sales targets, Financial planning, Relationship building
Financial Planner, Scotia Financial Planning - Regina & Area
Regina, SKScotiabank
3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a current mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They must also have strong networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
Manager, SCI Regulatory Reporting, GBM Finance
Toronto, ONScotiabank
5+ ansScotiabank needs a university degree in accounting, finance or a related field and at least 5 years of experience, preferably in banking or brokerage operations. Candidates need expert Broadridge and working PeopleSoft knowledge, strong CIRO regulatory understanding and clear communication skills.
Broadridge, PeopleSoft, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft OneNote
Senior Financial Advisor - Truro, NS
Truro, NSScotiabank
Candidates need a drive to build customer relationships, a strategic mindset for financial solutions, and a proven record of meeting sales targets. A Mutual Funds licence and a completed CIFP Diploma are required.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Investment Representative, Scotia iTRADE - Montreal, QC
Montréal, QCScotiabank
1+ ansCandidates need a broad knowledge of investment products and securities settlement, and fluent written and spoken English and French. They also need the Canadian Securities Course and Conduct and Practices Handbook Course or the CIRE exam.
Customer service, Problem solving, Securities, Time management, Prioritization, Financial planning
Home Financing Advisor - Orillia and Areas
Peterborough, ONScotiabank
3+ ansCandidates need at least 3 years of proven mortgage industry success or related experience, strong communication and negotiation skills, and a commission-driven, entrepreneurial mindset.
Sales, Communication skills, Negotiation, Interpersonal skills
Senior Manager, Wealth Management Taxation - Montreal, QC
Montréal, QCScotiabank
7+ ansCandidates need a university degree, a professional designation such as CPA or JD/LLB, the CPA In-Depth Tax Program or an MTax, and at least 7 years of tax planning experience for high net worth clients. Strong written and verbal communication in French and English is required.
Taxation, Sales, Communication skills, Presentation skills, Work independently, Interpret financial statements
Technical Business Analysis Specialist - SimCorp, Charles River, MPOWER, Markit EDM
Toronto, ONScotiabank
7+ ansCandidates need 7 to 10+ years of IT application support experience in asset management or investment accounting, with hands-on work on at least one listed platform. They also need knowledge of financial instruments, market conventions and back-office workflows, plus strong analytical skills.
SimCorp Dimension, Charles River, MPOWER, Markit EDM, Bloomberg, FIX
Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Victoria, BCScotiabank
Scotiabank needs candidates with financial planning experience, preferably in investment sales. They must hold a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Financial planning tools, Advanced technology tools
Financial Advisor, Investment & Retirement Planning - Salmon Arm, British Columbia
Salmon Arm, BCScotiabank
Candidates need financial planning and investment sales experience, which is preferred. They should hold the CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Sales, Sales targets, Financial planning, Relationship building
ScotiaMcLeod Administrative Associate - Edmonton
Edmonton, ABScotiabank
Candidates need experience in the securities industry and Investment Representative approval from CIRO. Strong written and verbal communication, organization, attention to detail and time management are also required.
Securities, CIRO, Communication skills, Organizational skills, Work independently, Meet deadlines
Programmer Analyst
Toronto, ONScotiabank
1+ ansCandidates need 1-3 years of software development, application support or systems analysis experience (co-op or internship counts), plus post-secondary study in a technical field. They should know at least one language such as Python, Java or C#, along with SQL, Unix/Linux and Git.
SQL, Oracle, Unix/Linux, Git, JIRA, Confluence
Financial Planner, Scotia Financial Planning- Edmonton, AB
Edmonton, ABScotiabank
3+ ansCandidates need at least 3 years of experience in financial planning and investment sales, plus mutual funds certification and MFDA licensing. A PFP or CFP designation, strong networking skills, and a valid driver's licence with a vehicle are also required.
CRM software, portfolio software, financial planning software
Financial Advisor - Village Green Branch, Vernon, BC
Vernon, BCScotiabank
Candidates need a Mutual Funds licence, a drive to build relationships and a proven record of meeting or exceeding sales targets. They must also be working towards the CIFP Diploma.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
ScotiaMcLeod Administrative Associate (Contract)
Vancouver, BCScotiabank
Candidates need experience in the securities industry, strong written and verbal communication, and good organizational skills. Approval as an Investment Representative with CIRO is an asset.
Securities, CIRO, Communication skills, Organizational skills, Work independently, Meet deadlines
Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Brampton, ONScotiabank
3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or securities licence 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
Fee Based Trader, Centralized Investment Management - Global Investment Solutions - Toronto
Toronto, ONScotiabank
2+ ansCandidates need a CIRO Investment Representative licence, about two years of industry experience and a university degree or college diploma or equivalent. Strong knowledge of investment management and capital markets, plus CIM, CIF or CFA, is needed, along with advanced Access, Excel, portfolio accounting and Bloomberg or Reuters skills.
Excel, Access, Bloomberg, Reuters, AOM, MPower
Mortgage Specialist - Guelph
Guelph, ONScotiabank
3+ ansCandidates need at least 3 years of proven mortgage or related experience, strong communication and negotiation skills, and an entrepreneurial, sales-driven mindset.
Sales, Communication skills, Negotiation, Interpersonal skills
Financial Planner, Scotia Financial Planning - Newmarket, ON
Newmarket, ONScotiabank
3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual funds certification (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology
Mortgage Specialist - Sherbrooke
Sherbrooke, QCScotiabank
3+ ansScotiabank needs candidates with at least 3 years of proven success in mortgages or a related field. They must have strong communication, negotiation and relationship skills, an entrepreneurial drive for commission sales, and fluency in French with enough English to work with Toronto-based teams and English-speaking clients.
Sales, Communication skills, Negotiation, Interpersonal skills
Conseiller.ère en services bancaires, gestion des avoirs - Lebourgneuf, QC
Québec, QCScotiabank
Expérience en gestion des ventes; Capacité à commercialiser la Banque Scotia; Aptitudes à bâtir des relations clients
outil de planification financière
Associate Director, Equity Quant
Toronto, ONScotiabank
1+ ansCandidates need a PhD or master's degree in a quantitative field and 1 to 4+ years of experience with equity derivatives and their valuation models. Strong knowledge of PDE, Monte Carlo, local volatility and local stochastic volatility models, plus C++ and Python, is required.
C++, Python
Virtual Business Advisor, Canadian Banking - Calgary
Calgary, ABScotiabank
3+ ansScotiabank needs candidates with three to four years of related experience, strong business development and communication skills, and accounting, finance or business courses or equivalent. They must complete or enrol in the Business Banker Certification Program and know Business Banking products and systems.
Salesforce, SalesBuilder, Intralink, Microsoft Outlook, eSignature, Business Advisor Dashboard