Emplois “Planful” au Canada – Page 39

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• 1 mois

  Financial Advisor, Investment & Retirement Planning - Fort St. John, British Columbia

  Fort St. John, BC

  

  Scotiabank

  Candidates need experience in financial planning or investment sales, which is preferred. They must hold the CIFP/CFP designation or a bank-recognized equivalent, plus a Mutual Funds Representative certification in good standing, and know market trends and regulations.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Financial Planner, Scotia Financial Planning - Quebec

  Québec, QC

  

  Scotiabank

  3+ ansCandidates need 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, French and English, and a valid driver's licence with a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning- North Langley/Langley

  Langley, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Durham Region, ON

  Whitby, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, 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, financial planning software, portfolio software

  1 mois

  Financial Advisor, Investment & Retirement Planning - Guelph

  Guelph, ON

  

  Scotiabank

  Candidates need financial planning or investment sales experience (preferred), the CFP or CIFP designation or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing. Scotiabank also looks for knowledge of market trends, competitive offerings and the regulatory environment.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Financial Planner, Scotia Financial Planning - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with CIRO registration, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Sudbury

  Greater Sudbury, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Kingston

  Kingston, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Fort St.John

  Fort St. John, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Advisor, Investment & Retirement Planning - WOODSTOCK, ON

  Woodstock, ON

  

  Scotiabank

  Candidates need experience in financial planning or investment sales, which is preferred. They must hold a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.

  advanced technology tools

  1 mois

  Associate, Scotia Financial Planning - Newmarket, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs post-secondary education in business or a related field, a Mutual Fund Licence, and a PFP or CFP designation in progress. Candidates need strong verbal and written communication, self-motivation, and knowledge of brokerage and wealth management environments.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Prince George

  Prince George, BC

  

  Scotiabank

  3+ ansScotiabank needs three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Oakville, Burlington

  Burlington, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are also required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Financial Advisor, Investment & Retirement Planning - VILLAGE GREEN BR., VERNON, B.C.

  Vernon, BC

  

  Scotiabank

  Candidates need financial planning or investment sales experience, which is preferred. The posting asks for the CFP or CIFP designation, or an equivalent recognized by the bank, and a Mutual Funds Representative certification in good standing.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Financial Advisor, Investment & Retirement Planning - BURNABY MAIN BRANCH, BURNABY, B.C.

  Burnaby, BC

  

  Scotiabank

  Candidates need financial planning and investment sales experience, which is preferred. They should hold the CIFP/CFP designation or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.

  financial planning tools

  1 mois

  Virtual Financial Planner, Scotia Financial Planning- Opportunities in Saskatchewan

  Saskatoon, SK

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus mutual funds licensing (MFDA or Canadian Securities Course). A PFP or CFP designation, proven networking skills, and a valid driver's licence with access to a vehicle are also required.

  CRM software, Portfolio software, Financial planning software, Mobile technology

  1 mois

  Financial Advisor, Investment & Retirement Planning - Guelph

  Guelph, ON

  

  Scotiabank

  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

  1 mois

  Financial Advisor, Investment & Retirement Planning - OWEN SOUND, ONT.

  Owen Sound, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Regina & Area

  Regina, SK

  

  Scotiabank

  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

  1 mois

  Financial Advisor, Investment & Retirement Planning - Cordova Bay Village

  Victoria, BC

  

  Scotiabank

  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

  1 mois

  Financial Advisor, Investment & Retirement Planning - Salmon Arm, British Columbia

  Salmon Arm, BC

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning- Edmonton, AB

  Edmonton, AB

  

  Scotiabank

  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

• 1 mois

  Inventory Demand Planning & Item Master Data Specialist

  Montréal, QC

  Sur placeTemps plein

  

  American Iron and Metal: American Iron & Metal (AIM) is a family-owned, Canada-based company founded in 1936.

  3+ ansCandidates need 3 to 5 years of supply chain experience, at least 2 years on inventory or item modules in an ERP, and advanced Excel, SQL and VBA skills. A bachelor's degree or professional college diploma in supply chain, logistics, data analytics or a related field is required.

  IBM Maximo, Microsoft Excel, MS Access, SQL, VBA, Power Query

• 1 mois

  Manager, Financial Planning and Analysis

  Richmond Hill, ON

  Temps plein

  SC

  Staples Canada

  5+ ansStaples Canada needs a candidate with a university degree in business or finance and 5 to 7 years of progressive finance experience. Strong Excel, PowerPoint and data skills are required, with IFRS 15 knowledge and a CPA or MBA as assets.

  Excel, PowerPoint, Power BI, SQL

3 entreprises