Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Experience selling to Investment Advisors or High Net Worth clients is required, and the CFP designation (IQPF in Quebec) and financial planning software skills such as NaviPlan are assets.
NaviPlan
Director, Investment Product Platform
Toronto, ONBank of Montreal
7+ ansCandidates need 7+ years of relevant experience, a post-secondary degree, and ideally an investment credential such as CIM, CFA or an MBA. They must have owned investment or managed account products, know Canadian wealth regulation, and communicate well with diverse stakeholders.
Excel, PowerPoint, Power BI, Copilot
Wealth Planning Consultant/Senior Wealth Planning Consultant
Windsor, ONBank of Montreal
1+ ansCandidates need 1 to 3 years of relevant experience (3 to 5 for senior), a post-secondary degree, and experience selling to advisors or high net worth clients. A CFP designation, financial planning software skills, and tax or estate knowledge are assets.
financial planning software