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