Wealth Planning Consultant/Senior Wealth Planning Consultant
Windsor, ONTemps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need 1 to 3 years of relevant experience (3 to 5 for senior) and a post-secondary degree in a related field. Selling to advisors or HNW clients and financial planning experience are assets, as are a CFP designation, financial planning software skills and strong communication and analytical abilities.
Financial planning software
Senior Wealth Planning Consultant
Vancouver, BCTemps plein
BN
BMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.
NaviPlan