Wealth & Tax Planning Consultant, Private Wealth (Mandarin)
Markham, ONTemps plein
BN
BMO Nesbitt Burns Inc.
5+ ansCandidates need 5 to 9 years of relevant experience, a university degree, and experience with high net worth clients. A CPA/CA is strongly preferred, and Mandarin is an asset.
CPA, Tax legislation, Sales, Financial analysis, Financial markets, Communication skills
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.
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