Financial Planner, Scotia Financial Planning - Antigonish, NS
Antigonish, NSScotiabank
3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, a mutual fund certification 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
Senior Financial Advisor-Acton
Acton, ONScotiabank
Candidates need a proven record of meeting or exceeding sales targets, a Mutual Funds licence and a completed CIFP Diploma. They also need a drive to build relationships and a strategic approach to personal finance.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Private Banker
Vancouver, BCScotiabank
5+ ansCandidates need at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. A university degree such as a BCom, MBA or CFA, plus industry courses such as CSC, PFP or CFP, is expected.
Sales, Documentation, Securities, Financial planning, Coaching, Risk management