Associate Insurance Service Advisor
Montréal, QCScotiabank
3+ YOECandidates need 3-5 years of life insurance experience, a university degree, LLQP, and working knowledge of permanent life insurance, carrier illustrations and estate planning uses of life insurance, including corporate owned life insurance.
Centralize, insurance carrier illustration software, advisor portals, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
Financial Planner, Scotia Financial Planning - London, ON (Hamilton Rd & Highbury ave)
OntarioScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. They also need strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software
Financial Planner, Scotia Financial Planning - Woodstock, ON (Devonshire & Springbank)
Woodstock, ONScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - London, ON (Hyde Park & Fanshawe West)
OntarioScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-registered licence, and a PFP or CFP designation. They must also have strong networking skills and be able to work independently.
CRM software, financial planning software, portfolio software
Financial Planner, Scotia Financial Planning - Woodstock, ON (485 Dundas Street)
Woodstock, ONScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a current mutual fund licence (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, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - London, ON (London Main- Richmond Street)
OntarioScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund certification or Canadian Securities Course, and a PFP or CFP designation is valued. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, portfolio software, financial planning software