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
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 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
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
Agriculture Specialist, Commercial Banking, Central Alberta
Calgary, ABScotiabank
Candidates need Canadian agriculture experience, through study or work, and post-secondary education in accounting, finance, business or economics, or equivalent experience. They need a strong grasp of business financial statements, proven sales success, and the ability to build trust and influence clients.
Sales, Business knowledge, Financial statements, Persuade others, Strategic planning, Relationship building
Financial Planner, Scotia Financial Planning - Winnipeg & Area
Winnipeg, MBScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification and MFDA licensing, 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
Assistant Insurance Service Advisor - Greater Toronto Area
Burlington, ONScotiabank
3+ ansCandidates need 3 to 5 years of life insurance industry experience, a university degree or equivalent, and LLQP. Permanent life insurance, carrier illustrations and estate planning knowledge are essential.
Centralize, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Financial Planner, Scotia Financial Planning - Barrhaven
Ottawa, ONScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. They must also show strong networking skills, work independently, and have a valid driver's licence and vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Healthcare & Professional Specialist - Montreal
Montréal, QCScotiabank
Candidates need post-secondary education in accounting, finance, business law or economics, or equivalent experience, plus proven expertise in the healthcare and professional market. Strong business development, small business lending and risk management knowledge, and fluency in French and English are required.
ACE, GRM, Sales Builder, Intralink
Business Advisor - Westgate, Grande Prairie, AB
Grande Prairie, ABScotiabank
Candidates need a business-related education or small business owner experience, solid knowledge of small business products and financial statements, and strong relationship and communication skills. A valid driver's licence and a reliable vehicle are also required.
Financial statements, Risk management, Documentation, Sales, Organizational skills, Valid driver's licence
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Whitehorse, YTScotiabank
3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO) or Canadian Securities Course, and a PFP or CFP designation preferred. Strong networking, self-motivation, a valid driver's licence and access to a vehicle are also required.
CRM software, financial planning software, portfolio software, mobile technology
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario
Greater Sudbury, ONScotiabank
3+ ansScotiabank candidates need 3 years of financial planning and investment sales experience, MFDA licensing (Mutual Funds Certified Professional or Canadian Securities Course), and a PFP or CFP designation. Strong networking, entrepreneurial drive, a valid driver's licence and access to a vehicle are also required.
CRM software, portfolio software, financial planning software, mobile technology
Financial Planner, Scotia Financial Planning - Nobleton, ON
Nobleton, ONScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification (MFDA licensing), and a PFP or CFP designation. They also need a valid driver's licence, access to a vehicle, and strong networking and self-motivated skills.
CRM software, Portfolio software, Financial planning software
Financial Planner, Scotia Financial Planning- Fort McMurray, AB
Fort McMurray, ABScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, a mutual funds licence, and a valid driver's licence with a vehicle. A PFP or CFP designation, strong networking skills and the ability to work independently are also needed.
CRM software, Financial planning software, Portfolio software
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Vancouver, BCScotiabank
3+ ansCandidates need at least 3 years in financial planning and investment sales, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. They must have strong networking skills, work independently, and hold a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Professional Banking Specialist - Gatineau
QuebecScotiabank
2+ ansCandidates need at least 2 years of business banking and relationship management experience, plus credit underwriting skills and knowledge of small business financing. French is required and working English is essential.
Sales, Relationship building, Documentation, Coaching, Regulatory compliance, Anti-money laundering
Business Advisor- Beauport, QC
Beauport, QCScotiabank
Candidates need a business-related education or small business owner experience, knowledge of small business products and financial statements, and strong relationship-building skills. Fluent French and sufficient English are required, along with a valid driver's licence and reliable vehicle.
Financial statements, Risk management, Documentation, Sales, Organizational skills, Valid driver's licence
Senior Manager, Wealth Management Taxation - Toronto, ON
Toronto, ONScotiabank
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 wealthy clients. They must explain complex tax concepts clearly and know Canadian and some U.S. tax law.
Taxation, Sales, Communication skills, Presentation skills, Work independently, Interpret financial statements
Senior Manager, Tax, Product & Planning - Scotiatrust
Toronto, ONScotiabank
6+ ansCandidates need a professional designation such as CPA or JD/LLB, or equivalent experience, and at least 6 years in a professional tax planning and compliance organization. They need deep knowledge of Canadian personal, trust and corporate tax law, plus excellent communication skills.
Sales, Regulatory compliance, Taxation, Reporting, Presentation skills, Risk management
Financial Planner, Scotia Financial Planning - Merivale & Meadowlands
Ottawa, ONScotiabank
3+ ansCandidates need 3 years of financial planning and investment sales experience, mutual fund certification with good CIRO standing, 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 software, Financial planning software, Mobile technology
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta
Cold Lake, ABScotiabank
3+ ansCandidates need three years of financial planning and investment sales experience, an MFDA-compliant investment license, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology