Estate Planning Consultant
Saskatoon, SKBMO 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, BCBMO 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
Wealth Planning Consultant, Private Wealth
Waterloo, ONBMO 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
Wealth & Tax Planning Consultant, Private Wealth
Montréal, QCBMO Nesbitt Burns Inc.
5+ ansCandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.