Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ansCandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong skills in planning software such as Voyant. Strong communication, analytical and client service abilities are essential.
WealthPath, Voyant, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
Incident/Problem Management Specialist
OntarioBank of Montreal
4+ ansBank of Montreal needs candidates with typically 4 to 7 years of IT or business experience, plus an undergraduate degree in computer science or equivalent practical experience. Candidates must have strong troubleshooting skills, ITIL-based problem-solving, and clear communication with executives.
ServiceNow, Power BI, SharePoint, Confluence
Wealth Planning Advisor, Private Wealth
Toronto, ONBank 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