Financial Advisor, Investment & Retirement Planning - MARKHAM, ONTARIO
Markham, ONScotiabank
Candidates need a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing. Financial planning and investment sales experience is preferred, along with knowledge of market trends and the regulatory environment.
Financial planning tools
Financial Advisor - St Marys (37.5 hours/week)
St. Marys, ONScotiabank
Candidates need a drive to build customer relationships, a record of meeting sales targets and the ability to find customer needs. A Mutual Funds licence and progress toward the CIFP Diploma are required.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - King & Princess, Toronto
Toronto, ONScotiabank
Scotiabank asks for financial planning and investment sales experience, which is preferred. Candidates need the CIFP or CFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative licence in good standing.
Sales, Sales targets, Financial planning, Relationship building
Financial Advisor, Investment & Retirement Planning - Fort St. John, British Columbia
Fort St. John, BCScotiabank
Candidates need experience in financial planning or investment sales, which is preferred. They must hold the CIFP/CFP designation or a bank-recognized equivalent, plus a Mutual Funds Representative certification in good standing, and know market trends and regulations.
Sales, Sales targets, Financial planning, Relationship building
Senior Financial Advisor - Strathroy Branch - Strathroy, ON
Strathroy, ONScotiabank
Candidates need a Mutual Funds licence and a completed CIFP Diploma. They must have a drive to build relationships, a strategic mindset, and a proven record of meeting sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Senior Financial Advisor - North Bay/ Powassan/ Mattawa Markets, ON
Mattawa, ONScotiabank
Candidates need a drive to build strong customer relationships and a strategic mindset for personalized financial strategies. A Mutual Funds licence and a completed CIFP Diploma are required, along with a proven record of meeting or exceeding sales targets.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Senior Financial Advisor - Leamington, Ontario
Leamington, ONScotiabank
Scotiabank needs candidates with a drive to build customer relationships, a strategic mindset for personal financial strategies, and a proven record of meeting sales targets in a fast-paced setting. A Mutual Funds licence and a completed CIFP Diploma are required.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - Guelph
Guelph, ONScotiabank
Candidates need financial planning or investment sales experience (preferred), the CFP or CIFP designation or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing. Scotiabank also looks for knowledge of market trends, competitive offerings and the regulatory environment.
Sales, Sales targets, Financial planning, Relationship building
Financial Advisor - Future Opportunities: Lynden Road, Brantford
Brantford, ONScotiabank
Candidates need a drive to build customer relationships, a record of meeting or exceeding sales targets in a fast-paced setting, and a Mutual Funds licence while working toward the CIFP Diploma.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Senior Financial Advisor - Danforth & Woodbine, Toronto, ON
Toronto, ONScotiabank
Candidates need a Mutual Funds licence, a completed CIFP Diploma, a drive to build customer relationships, and a proven record of meeting or exceeding sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - WOODSTOCK, ON
Woodstock, ONScotiabank
Candidates need experience in financial planning or investment sales, which is preferred. They must hold a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
advanced technology tools
Senior Financial Advisor - Vaughan Business Banking Centre, Woodbridge, ON
Woodbridge, ONScotiabank
Candidates need a Mutual Funds licence, a completed CIFP Diploma, a drive to build customer relationships, and a proven record of meeting sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Senior Financial Advisor - Hazeldean, Kanata, ON
Kanata, ONScotiabank
Candidates need a drive to build customer relationships, a strategic mindset for personalized financial strategies and a proven record of meeting sales targets. A Mutual Funds licence and completed CIFP Diploma are required.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Senior Financial Advisor - Barrie Financial Centre , Ontario
Barrie, ONScotiabank
Candidates need a Mutual Funds licence and a completed CIFP Diploma, plus a proven record of meeting or exceeding sales targets in a fast-paced setting. Strong relationship-building and strategic financial planning skills are essential.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor - Parry Sound
Parry Sound, ONScotiabank
Candidates need a Mutual Funds licence, a drive to build customer relationships, and a proven record of meeting sales targets in a fast-paced setting. Working toward the CIFP Diploma is required.
Sales targets, Customer experience, Customer relations, Customer service, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - VILLAGE GREEN BR., VERNON, B.C.
Vernon, BCScotiabank
Candidates need financial planning or investment sales experience, which is preferred. The posting asks for the CFP or CIFP designation, or an equivalent recognized by the bank, and a Mutual Funds Representative certification in good standing.
Sales, Sales targets, Financial planning, Relationship building
Financial Advisor, Investment & Retirement Planning - BURNABY MAIN BRANCH, BURNABY, B.C.
Burnaby, BCScotiabank
Candidates need financial planning and investment sales experience, which is preferred. They should hold the CIFP/CFP designation or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
financial planning tools
Senior Financial Advisor - Camrose, AB
Camrose, ABScotiabank
Candidates need a Mutual Funds licence, a completed CIFP Diploma, a proven record of meeting sales targets, and a strong drive to build customer relationships in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Senior Financial Advisor - Moose Jaw SK
Moose Jaw, SKScotiabank
Candidates need a mutual funds licence, or are working toward the CIFP Diploma, along with a drive to build customer relationships. A proven record of meeting or exceeding sales targets in a fast-paced setting is required.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - Guelph
Guelph, ONScotiabank
Scotiabank needs candidates with financial planning or investment sales experience (preferred), the CFP/CIFP designation or a bank-recognized equivalent, and Mutual Funds Representative certification in good standing. Candidates also need knowledge of market trends and the regulatory environment.
financial planning tools
Financial Advisor, Investment & Retirement Planning - OWEN SOUND, ONT.
Owen Sound, ONScotiabank
Candidates need financial planning or investment sales experience (preferred), a CFP or CIFP designation or equivalent, and a Mutual Funds Representative certification in good standing. Strong knowledge of market trends and the regulatory environment is also needed.
Sales, Sales targets, Financial planning, Relationship building
Senior Financial Advisor - Truro, NS
Truro, NSScotiabank
Candidates need a drive to build customer relationships, a strategic mindset for financial solutions, and a proven record of meeting sales targets. A Mutual Funds licence and a completed CIFP Diploma are required.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Financial Advisor, Investment & Retirement Planning - Cordova Bay Village
Victoria, BCScotiabank
Scotiabank needs candidates with financial planning experience, preferably in investment sales. They must hold a CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Financial planning tools, Advanced technology tools
Financial Advisor, Investment & Retirement Planning - Salmon Arm, British Columbia
Salmon Arm, BCScotiabank
Candidates need financial planning and investment sales experience, which is preferred. They should hold the CFP or CIFP designation, or a bank-recognized equivalent, and a Mutual Funds Representative certification in good standing.
Sales, Sales targets, Financial planning, Relationship building