Wealth Planning Advisor - Quality & Support, Private Wealth
Montréal, QCBank of Montreal
3+ ansCandidates need three or more years of client-facing financial planning experience, an IQPF designation required in Quebec, and fluency in French and English. Strong knowledge of WealthPath or comparable planning software and Microsoft 365 is also needed.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Word, Microsoft 365
Investment Associate, Supporting Lead Portfolio Manager
Montréal, QCBank of Montreal
5+ ansBMO Nesbitt Burns needs candidates with at least five years of wealth management or investment experience, already registered as a Registered Representative, and excellent English and French. A financial planning designation or CIM or CFA is also asked for.
Financial planning, Onboarding, Scheduling, Presentation skills, Communicate with customers, Forecasting