Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansCandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365