2+ YOECandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio. They must hold MFDA and CSC/CIFC accreditation, and Quebec candidates need AMF licensing and RRC.
1+ YOECandidates need 1 to 3 years of experience advising clients and meeting sales targets, plus current IIROC licensing (CSC, CPH, WME) or AMF licensing in Quebec (CIFC or CSC, RRC).
Client relationship management, Financial planning, Sales, Draw up marketing and sales plan, Relationship building, CSC
1+ YOECIBC needs candidates with 1 to 3 years of experience giving financial advice and meeting performance targets. They must hold current MFDA accreditation (CSC or CIFC) or Quebec AMF licensing with RRC, and be legally eligible to work in Canada.
2+ YOECandidates need 1.5 to 3 years of financial advisory experience managing their own client portfolio, plus current IIROC licensing with required courses. They must be flexible with evening and weekend hours and willing to work at several banking centres.