Financial Planner, Scotia Financial Planning - Downtown Toronto
Toronto, ONScotiabank
3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund or CIRO-registered securities licence, and a PFP or CFP designation is preferred. They also need strong networking skills, self-direction, knowledge of markets and regulation, and a valid driver's licence with access to a vehicle.
CRM software, financial planning software, portfolio software, mobile technology