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3-years of experience in financial planning and investment sales.
You’re a mutual fund certified professional with current accreditation and good standing for CIRO licensing requirements (Investments Funds in Canada or Canadian Securities Course).
You have successfully completed a Personal Financial Planning (PFP®) designation and/or a Certified Financial Planner (CFP®) designation.
Proven networking, client acquisition and interpersonal skills; experience building and maintaining Centres of Influence (COIs).
You’re goal-oriented and entrepreneurial. You can work independently as a self-motivated entrepreneur with minimal supervision and as part of a larger team.
Extensive knowledge of competitive offerings, market trends, economic conditions, and the regulatory environment.
A valid driver's license and access to a vehicle, to meet clients and prospects within the designated district.
(Future Opportunities) Financial Planner, Scotia Financial Planning - Montreal West
Dollard-des-ormeaux, QCPosted 3 days ago