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