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.
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.
Financial Planner
Calgary, ABBank of Montreal
3+ ansBank of Montreal needs candidates with about 3-5 years of relevant experience and a post-secondary degree or equivalent. They must meet provincial financial planner licensing and registration requirements and have strong communication, analytical and influence skills.
Investment Specialist
Calgary, ABBank of Montreal
2+ ansCandidates need 2-3 years of relevant experience and a post-secondary degree or equivalent, with working knowledge of the financial industry. They should be working toward Financial Planner licensing in Alberta and have good communication, organization, collaboration and analytical skills.
Sales, Customer experience, Communication skills, Collaboration, Problem solving