Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a planning designation such as PFP, QAFP, CFP or IQPF. Candidates must have strong knowledge of WealthPath or similar planning software, advanced planning and modelling skills, and strong communication and analytical abilities.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
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
Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong skills in planning software such as Voyant. Strong communication, analytical and client-service abilities are also required.
Voyant, WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams