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
Treasury & Payment Solutions Strategy Internship, Summer 2027 (4 months)
Toronto, ONTemporaire, Stage
Bank of Montreal
Bank of Montreal wants candidates enrolled in an undergraduate program who graduate in Spring 2027. Candidates need good analytical, communication, organization and teamwork skills, plus an interest in cash management.