Financial Planner, Scotia Financial Planning - Terry Fox & Campeau
Ottawa, ONScotiabank
3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and ideally a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology