Financial Planner, Scotia Financial Planning - Burnaby
Burnaby, BCScotiabank
3+ YOEScotiabank needs candidates with 3 years of financial planning and investment sales experience, plus a mutual fund or Canadian Securities Course credential and CIRO licensing. A PFP or CFP designation, proven networking skills and a valid driver's licence with a vehicle are also required.
CRM software, Financial planning software, Portfolio software
Branch Manager Blairmore Centre Branch, Saskatoon SK
Saskatoon, SKScotiabank
Candidates need people management experience, experience in personal and small business banking, and solid sales management skills. They also need a mutual funds sales licence, the CIFP Diploma in Financial Planning (or a bank-recognized equivalent), and the education needed to become a Branch Compliance Officer.
Customer relations, Coaching, Sales, Financial planning, Regulatory compliance