Emplois “PFP” au Canada – Page 8

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• 1 mois

  Financial Planner, Scotia Financial Planning - Maple Ridge, Mission

  Maple Ridge, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, an MFDA or Canadian Securities Course credential, and 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 - London

  Ontario

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), a PFP or CFP designation, and a valid driver's licence with a vehicle.

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

  1 mois

  Financial Planner, Scotia Financial Planning - Timmins

  Timmins, ON

  

  Scotiabank

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

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

  1 mois

  Insurance Sales Associate, Scotia Wealth Management - Greater Toronto Area

  Toronto, ON

  

  Scotiabank

  Candidates need a university degree or equivalent, strong analytical skills, and proficiency in Excel and PowerPoint. Knowledge of the insurance or wealth management industry is required, while LLQP and industry accreditations such as the insurance licence, CSC, CFP, PFP or CLU are assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1 mois

  Financial Planner, Scotia Financial Planning - Nordel, Delta, Surrey

  Delta, BC

  

  Scotiabank

  3+ ansScotiabank asks for 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course) and a PFP or CFP designation. Candidates 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

  Financial Planner, Scotia Financial Planning - Quebec

  Québec, QC

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, French and English, 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- North Langley/Langley

  Langley, BC

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.

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

  1 mois

  Senior Regional Insurance Manager, Omni Channel Distribution

  Toronto, ON

  

  Scotiabank

  7+ ansCandidates need 7+ years of financial services sales experience, including sales leadership, coaching and business development. Strong communication, facilitation and analytical skills, plus a bachelor's degree or equivalent, are required.

  Sales, Regulatory compliance, Leadership, Coaching, Product knowledge, Sales strategies

  1 mois

  Private Banker

  Waterloo, ON

  

  Scotiabank

  5+ ansScotiabank asks for at least 5 years of commercial or private banking lending experience and an established network of high net worth clients. Candidates also need strong leadership, networking and business development skills, plus a university degree or industry courses.

  Sales, Documentation, Securities, Financial planning, Coaching, Risk management

  1 mois

  Financial Planner, Scotia Financial Planning - Durham Region, ON

  Whitby, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, and ideally 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

  1 mois

  Financial Planner, Scotia Financial Planning - Ottawa, ON

  Ottawa, ON

  

  Scotiabank

  3+ ansCandidates need 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with CIRO registration, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.

  CRM software, financial planning software, portfolio software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Sudbury

  Greater Sudbury, ON

  

  Scotiabank

  3+ ansCandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Insurance Sales Associate, Burlington

  Burlington, ON

  

  Scotiabank

  Candidates need strong analytical skills, proficiency in Excel and PowerPoint, and a university degree or equivalent. Knowledge of insurance or wealth management is needed, and the LLQP and industry licences are assets.

  Excel, PowerPoint, Agency Management System, Centralize

  1 mois

  Financial Planner, Scotia Financial Planning - Kingston

  Kingston, ON

  

  Scotiabank

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

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Senior Regional Insurance Manager, Omni Channel Distribution

  Edmonton, AB

  

  Scotiabank

  7+ ansCandidates need 7+ years of financial services sales experience, strong coaching and leadership skills, and deep knowledge of insurance products and retail banking channels. A bachelor's degree or equivalent is required, and professional designations such as PFP, CFP or AMP are assets.

  Product knowledge, Sales, Leadership, Coaching, Onboarding, Presentation skills

  1 mois

  Financial Planner, Scotia Financial Planning - Fort St.John

  Fort St. John, BC

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Associate, Scotia Financial Planning - Newmarket, ON

  Toronto, ON

  

  Scotiabank

  Scotiabank needs post-secondary education in business or a related field, a Mutual Fund Licence, and a PFP or CFP designation in progress. Candidates need strong verbal and written communication, self-motivation, and knowledge of brokerage and wealth management environments.

  CRM software, portfolio software, financial planning software, mobile technology

  1 mois

  Financial Planner, Scotia Financial Planning - Prince George

  Prince George, BC

  

  Scotiabank

  3+ ansScotiabank needs three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. Candidates 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

  Financial Planner, Scotia Financial Planning - Oakville, Burlington

  Burlington, ON

  

  Scotiabank

  3+ ansCandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. 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 Saskatchewan

  Saskatoon, SK

  

  Scotiabank

  3+ ansScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus mutual funds licensing (MFDA or Canadian Securities Course). A PFP or CFP designation, proven networking skills, and a valid driver's licence with access to a vehicle are also required.

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

  1 mois

  Financial Planner, Scotia Financial Planning - Regina & Area

  Regina, SK

  

  Scotiabank

  3+ ansCandidates need at least 3 years of financial planning and investment sales experience, a current mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They must also have strong networking skills, a valid driver's licence, and access to a vehicle.

  CRM software, Portfolio management software, Financial planning software

  1 mois

  Financial Planner, Scotia Financial Planning- Edmonton, AB

  Edmonton, AB

  

  Scotiabank

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

  CRM software, portfolio software, financial planning software

  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 entreprises