Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a planning designation such as PFP, QAFP, CFP or IQPF. Candidates must have strong knowledge of WealthPath or similar planning software, advanced planning and modelling skills, and strong communication and analytical abilities.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
Brossard, QCBank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience and a post-secondary degree or equivalent, plus advanced knowledge of investment processes and products. Relevant investment industry licensing is required, and fluent French and English are essential.
R260025949 Portfolio Assistant, Winter 2027 (Co-op/Internship), Brossard - 4 months
Brossard, QCBank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience and a post-secondary degree or equivalent, plus advanced knowledge of investment processes and products. Relevant investment industry licensing is required, and fluent French and English are essential.
Sales, Telemarketing, Communication skills, Collaboration, Problem solving