Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Brampton, ONScotiabank
3+ YOECandidates 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