Financial Planner, Scotia Financial Planning - Durham Region, ON
Whitby, ONScotiabank
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