R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
Brossard, QCStage
Bank of Montreal
2+ ansBank of Montreal needs candidates with 2 to 3 years of related experience or equivalent education, advanced knowledge of investment processes and products, and a relevant investment industry licence. Candidates must be fluent in French and English.
Wealth Planning Advisor
Burnaby, BCBank 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 knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365