Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ans5+ years of financial planning experience; PFP, QAFP, CFP or IQPF designation; Strong knowledge of Voyant or equivalent planning software
WealthPath, Voyant, Excel, PowerPoint, Microsoft Teams, Microsoft 365
Senior Associate
Toronto, ONBank of Montreal
2+ ansAbout 2 to 3 years of relevant experience; Post-secondary degree in related field desirable; Good Microsoft Word, Excel and PowerPoint skills
Communicate with stakeholders, Problem solving, Document management, Repossession, Computer skills, Microsoft Word
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