Financial Planner, Scotia Financial Planning - Comox Valley
Comox, BCScotiabank
3+ YOEScotiabank candidates need at least 3 years of financial planning and investment sales experience, a mutual fund certification in good standing with CIRO, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
Senior Financial Advisor - Huron Street & Highbury Avenue, London, Ontario
OntarioScotiabank
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