Financial Planner, Scotia Financial Planning - Beauport, QC
Beauport, QCScotiabank
3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence with a vehicle, and French plus sufficient English.
CRM
Investment Planning Specialist, Scotia Financial Planning - Tracadie-Sheila
Tracadie-Sheila, NBScotiabank
3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with current CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Financial Planner, Scotia Financial Planning - St John's, NL
St. John's, NLScotiabank
3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course with CIRO licensing, and 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, financial planning software, portfolio software, mobile technology
Investment Planning Specialist, Scotia Financial Planning - Moncton, NB
Moncton, NBScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund licence (CIRO) 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
(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West
Dollard-Des Ormeaux, QCScotiabank
3+ ansScotiabank needs candidates with about 3 years of financial planning and investment sales experience, a current mutual fund licence (CIRO), and proven networking and client acquisition skills. Candidates must be self-motivated, speak French and English, and have a valid driver's licence and vehicle.
CRM
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
Customer Experience Associate - Chilliwack BC
Chilliwack, BCScotiabank
Scotiabank needs candidates with strong customer service and conversation skills, comfort with simple sales and financial advice, and solid technical skills for promoting digital banking. Previous banking experience is a strong asset, and flexible availability is required.
Mobile banking applications