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 - Ottawa, ON
Ottawa, ONScotiabank
3+ YOECandidates need 3 years of financial planning and investment sales experience, a mutual fund or Canadian Securities Course credential with CIRO registration, and a PFP or CFP designation. A valid driver's licence and access to a vehicle are required.
CRM software, financial planning software, portfolio software, mobile technology
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
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