Financial Planner, Scotia Financial Planning - Sudbury
Greater Sudbury, ONScotiabank
3+ YOECandidates 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