Financial Planner, Scotia Financial Planning - Belleville, Trenton
Belleville, ONScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification such as the Canadian Securities Course, and a PFP or CFP designation. They must show strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Richmond, BCScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a current mutual funds licence or Canadian Securities Course, and a PFP or CFP designation. They need proven networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology