Total Wealth Planner, Advanced Planning Services - Western Canada
Calgary, ABScotiabank
5+ ansScotiabank needs candidates with a university degree, an accredited financial planning designation, and at least 5 years as a high net worth financial planner. They must have strong planning technical knowledge, clear presentation and relationship skills, and expert use of the Architect planning software.
Architect
Financial Planning Practice Lead - Calgary/Vancouver
Calgary, ABScotiabank
Candidates need proven experience as a financial planner or client-facing Advisor, a business or commerce degree or equivalent, and a CFP or IQPF designation. A track record of training and coaching, strong presentation skills and the ability to travel and work non-standard hours are also required.
financial planning software
Total Wealth Planner, Advanced Planning Services - Montreal, QC
Montréal, QCScotiabank
5+ ansScotiabank candidates need a university degree, an accredited financial planning designation (Pl.Fin, IQPF in Quebec), and at least 5 years as a high net worth financial planner. They also need strong presentation and relationship-building skills, and French plus working English.
Architect