Financial Planner, Scotia Financial Planning - Nordel, Delta, Surrey
Delta, BCScotiabank
3+ YOEScotiabank asks for 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course) and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning - Quebec
Québec, QCScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO), and a PFP or CFP designation. They also need strong networking skills, French and English, and a valid driver's licence with a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning- North Langley/Langley
Langley, BCScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and a PFP or CFP designation. They also need proven client acquisition skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning - Durham Region, ON
Whitby, ONScotiabank
3+ YOECandidates need about 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course licence in good standing with CIRO, and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, financial planning software, portfolio software
Financial Planner, Scotia Financial Planning - Sudbury
Greater Sudbury, ONScotiabank
3+ YOECandidates need about 3 years of financial planning and investment sales experience, mutual fund licensing (MFDA), and ideally a PFP or CFP designation. They must be self-motivated, skilled at networking and building Centres of Influence, and have a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
Financial Planner, Scotia Financial Planning - Kingston
Kingston, ONScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
Financial Planner, Scotia Financial Planning - Fort St.John
Fort St. John, BCScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification with MFDA licensing, and a PFP or CFP designation. They also need proven networking skills, a valid driver's licence and a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Financial Planner, Scotia Financial Planning - Prince George
Prince George, BCScotiabank
3+ YOEScotiabank needs three years of financial planning and investment sales experience, mutual fund certification with CIRO licensing, and a PFP or CFP designation. Candidates also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Financial Planner, Scotia Financial Planning - Oakville, Burlington
Burlington, ONScotiabank
3+ YOECandidates need three 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 also required.
CRM software, financial planning software, portfolio software, mobile technology
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Saskatchewan
Saskatoon, SKScotiabank
3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus mutual funds licensing (MFDA or Canadian Securities Course). A PFP or CFP designation, proven networking skills, and a valid driver's licence with access to a vehicle are also required.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning - Regina & Area
Regina, SKScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a current mutual funds licence (MFDA or Canadian Securities Course), and a PFP or CFP designation. They must also have strong networking skills, a valid driver's licence, and access to a vehicle.
CRM software, Portfolio management software, Financial planning software
Financial Planner, Scotia Financial Planning- Edmonton, AB
Edmonton, ABScotiabank
3+ YOECandidates need at least 3 years of experience in financial planning and investment sales, plus mutual funds certification and MFDA licensing. A PFP or CFP designation, strong networking skills, and a valid driver's licence with a vehicle are also required.
CRM software, portfolio software, financial planning software
Financial Planner, Scotia Financial Planning - Brampton, ON (Bovaird and Mountainash)
Brampton, ONScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual fund or securities licence in good standing with CIRO, and a PFP or CFP designation. They also need strong 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 - Newmarket, ON
Newmarket, ONScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, a mutual funds certification (MFDA or Canadian Securities Course), and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology
Wealth and Estate Planner, Scotia Wealth Management - Halifax, NS
Halifax, NSScotiabank
Candidates need prior estate planning experience, with a lawyer preferred, plus in-depth experience with high net worth clients and their advisors. Strong knowledge of insurance, tax, family law, charity law and business succession is required.
ETC, Financial planning, Sales, Risk management, Communication skills, Regulatory compliance
Financial Planner, Scotia Financial Planning - Winnipeg & Area
Winnipeg, MBScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification and MFDA licensing, and a PFP or CFP designation. They also need strong networking skills, a valid driver's licence, and access to a vehicle.
CRM software, portfolio management software, financial planning software
Financial Planner, Scotia Financial Planning - Barrhaven
Ottawa, ONScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual fund or CIRO-licensed credential, and a PFP or CFP designation. They must also show strong networking skills, work independently, and have a valid driver's licence and vehicle.
CRM software, portfolio software, financial planning software, mobile technology
Financial Planner, Scotia Financial Planning - Whitehorse, Yukon
Whitehorse, YTScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund licence (CIRO) or Canadian Securities Course, and a PFP or CFP designation preferred. Strong networking, self-motivation, a valid driver's licence and access to a vehicle are also required.
CRM software, financial planning software, portfolio software, mobile technology
Senior Total Wealth Planner - Ottawa, ON
Ottawa, ONScotiabank
5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec) and at least 5 years as a high net worth financial planner. They must present complex financial concepts clearly, build trust quickly, and use Naviplan expertly.
Naviplan
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Ontario
Greater Sudbury, ONScotiabank
3+ YOEScotiabank candidates need 3 years of financial planning and investment sales experience, MFDA licensing (Mutual Funds Certified Professional or Canadian Securities Course), and a PFP or CFP designation. Strong networking, entrepreneurial drive, a valid driver's licence and access to a vehicle are also required.
CRM software, portfolio software, financial planning software, mobile technology
Senior Total Wealth Planner - Montréal, QC
Montréal, QCScotiabank
5+ YOECandidates need a CPA, a university degree, an accredited financial planning designation (IQPF in Quebec), and at least 5 years of high net worth financial planning experience. They must be fluent in French with sufficient English, and be skilled in investments, retirement, estate planning, taxation and insurance.
Naviplan
Financial Planner, Scotia Financial Planning - Nobleton, ON
Nobleton, ONScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification (MFDA licensing), and a PFP or CFP designation. They also need a valid driver's licence, access to a vehicle, and strong networking and self-motivated skills.
CRM software, Portfolio software, Financial planning software
Financial Planner, Scotia Financial Planning- Fort McMurray, AB
Fort McMurray, ABScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a mutual funds licence, and a valid driver's licence with a vehicle. A PFP or CFP designation, strong networking skills and the ability to work independently are also needed.
CRM software, Financial planning software, Portfolio software
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Vancouver, BCScotiabank
3+ YOECandidates need at least 3 years in financial planning and investment sales, a mutual fund or CIRO-accredited licence, and a PFP or CFP designation. They must have strong networking skills, work independently, and hold a valid driver's licence with a vehicle.
CRM software, portfolio software, financial planning software, mobile technology