Investment Planning Specialist, Scotia Financial Planning - Moncton, NB
Moncton, NBScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund licence (CIRO) 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
Financial Planner, Scotia Financial Planning - Halifax, NS
Halifax, NSScotiabank
3+ YOEScotiabank needs candidates with about 3 years of financial planning and investment sales experience, mutual fund certification or Canadian Securities Course, and CIRO licensing in good standing. A PFP or CFP designation, a valid driver's licence, and access to a vehicle are also required.
CRM software, portfolio software, financial planning software