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
Virtual Financial Planner, Scotia Financial Planning- Opportunities in Alberta
Calgary, ABScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, plus mutual funds accreditation (MFDA or CSC) and a PFP or CFP designation. Strong networking skills, self-motivation, and knowledge of markets and regulations are also required.
CRM software, Portfolio software, Financial planning software, Mobile technology
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
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
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
Financial Planner, Scotia Financial Planning - Merivale & Meadowlands
Ottawa, ONScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, mutual fund certification with good CIRO standing, 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 software, Financial planning software, Mobile technology
Virtual Financial Planner, Scotia Financial Planning - Northeast Alberta
Cold Lake, ABScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, an MFDA-compliant investment license, and ideally 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, mobile technology
Financial Planner, Scotia Financial Planning - Powell River
Powell River, BCScotiabank
3+ YOECandidates need at least 3 years of financial planning and investment sales experience, plus mutual fund licensing (MFDA). A PFP or CFP designation, a valid driver's licence and a vehicle are also required, along with strong networking and client acquisition skills.
CRM software, portfolio management software, financial planning software
Financial Planner, Scotia Financial Planning - Winston Churchill & Thomas Branch, Mississauga
Mississauga, ONScotiabank
3+ YOEScotiabank needs candidates with at least 3 years of financial planning and investment sales experience, a mutual funds certification, and a PFP or CFP designation. They must also be self-motivated, skilled at networking, and hold a valid driver's licence with access to a vehicle.
CRM software, Portfolio software, Financial planning software, Mobile technology
Financial Planner, Scotia Financial Planning - Windsor
Windsor, ONScotiabank
3+ YOECandidates need at least 3 years in financial planning and investment sales, MFDA licensing (Investment Funds in Canada or Canadian Securities Course), and ideally a PFP or CFP designation. They also need strong networking skills, a valid driver's licence and access to a vehicle.
Financial planning, Sales, Regulatory compliance, Financial statements, CSC, Interpersonal skills
Financial Planner, Scotia Financial Planning - Belleville, Trenton
Belleville, ONScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, mutual funds certification such as the Canadian Securities Course, and a PFP or CFP designation. They must show strong networking skills, self-motivation, and a valid driver's licence with a vehicle.
CRM software, Financial planning software, Portfolio software, Mobile technology
Financial Planner, Scotia Financial Planning - Richmond, Vancouver
Richmond, BCScotiabank
3+ YOECandidates need three years of financial planning and investment sales experience, a current mutual funds licence or Canadian Securities Course, and a PFP or CFP designation. They need proven networking skills, a valid driver's licence and access to a vehicle.
CRM software, Portfolio management software, Financial planning software, Mobile technology