Estate Planning Consultant
Saskatoon, SKTemps plein
BN
BMO Nesbitt Burns Inc.
5+ ansCandidates need a university degree, typically 5 to 9 years of relevant experience, and experience with HNW and UHNW clients. Strong knowledge of wealth planning, investments and financial products is required, plus expert communication and analytical skills.
Senior Wealth Planning Consultant
Vancouver, BCTemps plein
BN
BMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Selling to HNW clients or Investment Advisors, strong analytical and communication skills, and a CFP designation are expected, with financial planning software and a Trust & Estate Practitioner designation as assets.
NaviPlan