Scotia Jarislowsky Fraser Portfolio Manager - Calgary
British ColumbiaScotiabank
Candidates need experience in wealth advisory and investment management, a strong understanding of client needs, and business development skills. Scotiabank also expects knowledge of compliance requirements such as KYC, AML and privacy rules.
Sales, Client relationship management, Financial planning, Regulatory compliance, Know your customer, Management department processes
Investment Planning Specialist, Scotia Financial Planning - Acadian Peninsula
Tracadie-Sheila, NBScotiabank
3+ ansScotiabank asks for 3 years in financial planning and investment sales, a mutual fund licence (CIRO) and a PFP or CFP designation. Candidates also need strong networking skills, self-motivation, a valid driver's licence and access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology