Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ans5+ years of financial planning experience; PFP, QAFP, CFP or IQPF designation; Strong knowledge of Voyant or equivalent planning software
WealthPath, Voyant, Excel, PowerPoint, Microsoft Teams, Microsoft 365
Customer Service Representative
Vernon, BCBank of Montreal
No prior experience necessary; Post-secondary degree or certification desirable; Confident using digital tools and online banking
Online banking tools, Tablets