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.
NaviPlan
Financial Planner
Surrey, BCBank of Montreal
3+ ansCandidates need typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong communication, analytical, influence and collaboration skills are expected.
Financial Planner
Williams Lake, BCBank of Montreal
3+ ans3 to 5 years of relevant experience; Post-secondary degree in a related field or equivalent; Financial Planner licensing and registration in the province of employment
Financial planning, Process improvement, Customer experience, Communication skills, Collaboration, Teamwork
Financial Planner
Haliburton, ONBank of Montreal
3+ ansCandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.