Emplois “Planful” au Canada – Page 40

Aucun filtre correspondant. Essayez un autre nom.

Résultats

• 1 mois

  Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)

  Brampton, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Newmarket, ON

  Newmarket, ON

  

  Scotiabank

  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

  1 mois

  CONTRACT - Financial Advisor, Investment & Retirement Planning - Dundas, Ontario

  Dundas, ON

  

  Scotiabank

  Candidates need a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing. Financial planning and investment sales experience is preferred, along with knowledge of market trends and the regulatory environment.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Financial Planner, Scotia Financial Planning - Winnipeg & Area

  Winnipeg, MB

  

  Scotiabank

  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

  1 mois

  Financial Advisor, Investment & Retirement Planning - Renfew Branch

  Renfrew, ON

  

  Scotiabank

  Candidates need experience in financial planning or investment sales, plus a CFP designation or bank-recognized equivalent and a Mutual Funds Representative certification. They also need knowledge of market trends, economic conditions and the regulatory environment.

  Financial planning tools, Advanced technology tools

  1 mois

  Financial Planner, Scotia Financial Planning - Barrhaven

  Ottawa, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Whitehorse, Yukon

  Whitehorse, YT

  

  Scotiabank

  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

  1 mois

  Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario

  Greater Sudbury, ON

  

  Scotiabank

  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

  1 mois

  Senior Manager, Product Marketing Strategy, Planning and Delivery, Canadian Banking

  Toronto, ON

  

  Scotiabank

  Scotiabank needs candidates with exposure to Agile methodology, a record of driving performance growth across multiple KPIs, and strong experience with campaign measurement and insight development. Deep knowledge of the marketing technology stack and a collaborative, results-oriented style are also required.

  Market research, Data analysis, Footwear and leather goods marketing planning, Budget management, Performance management, Regulatory compliance

  1 mois

  Financial Planner, Scotia Financial Planning - Nobleton, ON

  Nobleton, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning- Fort McMurray, AB

  Fort McMurray, AB

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Richmond, Vancouver

  Vancouver, BC

  

  Scotiabank

  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

  1 mois

  Financial Advisor, Investment & Retirement Planning - Brentwood Road

  Calgary, AB

  

  Scotiabank

  Candidates need financial planning or investment sales experience, which is preferred. They need the CFP or an equivalent bank-recognized designation, and a Mutual Funds Representative licence in good standing. They also need knowledge of financial products, markets and regulation.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Financial Advisor, Investment & Retirement Planning - Vernon, British Columbia

  Ontario

  

  Scotiabank

  Candidates need experience in financial planning or investment sales, with the CFP or CIFP designation or a bank-recognized equivalent. A Mutual Funds Representative certification in good standing is also required, along with knowledge of market trends and regulation.

  Sales, Sales targets, Financial planning, Relationship building

  1 mois

  Senior Manager, Tax, Product & Planning - Scotiatrust

  Toronto, ON

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Merivale & Meadowlands

  Ottawa, ON

  

  Scotiabank

  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

  1 mois

  Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta

  Cold Lake, AB

  

  Scotiabank

  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

  1 mois

  Financial Planner, Scotia Financial Planning - Powell River

  Powell River, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, plus mutual fund licensing (MFDA). A PFP or CFP designation, a valid driver's licence and a vehicle are also required, along with strong networking and client acquisition skills.

  CRM software, portfolio management software, financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga

  Mississauga, ON

  

  Scotiabank

  3+ ansScotiabank needs candidates with at least 3 years of financial planning and investment sales experience, a mutual funds certification, and a PFP or CFP designation. They must also be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.

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

  1 mois

  Financial Planner, Scotia Financial Planning - Windsor

  Windsor, ON

  

  Scotiabank

  3+ ansCandidates need at least 3 years in financial planning and investment sales, MFDA licensing (Investment Funds in Canada or Canadian Securities Course), and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.

  Financial planning, Sales, Regulatory compliance, Financial statements, CSC, Interpersonal skills

  1 mois

  Financial Planner, Scotia Financial Planning - Belleville, Trenton

  Belleville, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification such as the Canadian Securities Course, and a PFP or CFP designation. They must show strong networking skills, self-motivation, and a valid driver's licence with a vehicle.

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

  1 mois

  Financial Planner, Scotia Financial Planning - Richmond, Vancouver

  Richmond, BC

  

  Scotiabank

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

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

• 1 mois

  Director, Financial Planning & Analysis / Directeur(-trice) de la planification financière et de l’analyse

  Oakville, ON +1

  Temps plein

  

  BioScript Solutions

  10+ ans10+ gestionBaccalauréat en comptabilité, finance ou domaine connexe; Titre de CPA requis; Au moins 10 ans d'expérience en gestion financière et d'équipe

  Microsoft Office

  1 mois

  Workforce Planning & Analytics Specialist / Spécialiste en analyse et en planification du personnel

  Moncton, NB +1

  Temps plein

  

  BioScript Solutions

  5+ ansAu moins 5 ans d'expérience en gestion ou analyse de la main-d'œuvre; Expérience de bout en bout en centre de contacts (prévision, horaires, gestion); Solides compétences en modélisation Excel

  Excel, NICE, Verint, Calabrio, Assembled

2 entreprises