Wealth Planning Consultant, Private Wealth
Waterloo, ONBank of Montreal
1+ ansBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.
Financial planning software
Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.
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