Financial Planner, Scotia Financial Planning - Burnaby
Burnaby, BCScotiabank
3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.
CRM software, Financial planning software, Portfolio software
Financial Advisor - College & Grace, Toronto
Toronto, ONScotiabank
Candidates need a drive to build strong customer relationships and deliver excellent service, a proven record of meeting or exceeding sales targets, and the ability to uncover and solve customer needs. A Mutual Funds licence is required, and working toward the CIFP Diploma is expected.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Analyst, Income Processing - Asset Servicing (GWO)
Toronto, ONScotiabank
3+ ansCandidates need 3-5 years of experience in financial services, a business or finance degree, and a basic understanding of capital markets and asset servicing. VBA, SQL or Python skills are preferred, and Broadridge experience is a plus.
SQL, Python, VBA, Broadridge
Financial Advisor - Queen & Pape, Toronto, Ontario
Toronto, ONScotiabank
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
Financial Advisor, Investment & Retirement Planning - Yonge & 16th, Richmond Hill
Richmond Hill, ONScotiabank
Scotiabank needs candidates with financial planning or investment sales experience, which is preferred. A CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing are required.
Sales, Sales targets, Financial planning, Relationship building