Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ansAt least 5+ years of financial planning experience; Professional planning designation: PFP, QAFP, CFP or IQPF; Strong technical knowledge of Voyant or equivalent planning software
WealthPath, Voyant, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
Wealth Planning Advisor, Private Wealth
Toronto, ONTemps plein
Bank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong skills in planning software such as Voyant. Strong communication, analytical and client-service abilities are also required.
Voyant, WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams