Wealth Planning Consultant, Private Wealth
Waterloo, ONTemps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.
Financial planning software
Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Temps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need 1 to 2 years of relevant experience, with a post-secondary degree in a related field preferred. They must hold the CIRO Investment Representative Licence required for the jurisdiction and have good communication, organization, teamwork and problem-solving skills.
financial planning software, client database