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
Senior Regional Insurance Manager, Omni Channel Distribution, Ontario
Hamilton, ONScotiabank
7+ YOECandidates need 7+ years of financial services sales experience, strong sales leadership and coaching skills, and excellent presentation and communication abilities. A bachelor's degree or equivalent experience is required, and professional designations such as PFP, CFP or AMP are assets.
Product knowledge, Sales, Leadership, Coaching, Onboarding, Presentation skills
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
Insurance Sales Associate, Scotia Wealth Management - Vancouver (Mandarin)
Vancouver, BCScotiabank
Candidates need fluency in English and Mandarin, both written and spoken, and strong analytical skills with Excel and PowerPoint. A university degree or equivalent is expected, and knowledge of insurance or wealth management is needed, with LLQP and industry accreditation as assets.
Excel, PowerPoint, Agency Management System, Centralize
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