Wealth Planning Consultant/Senior Wealth Planning Consultant
Ottawa, ONBank of Montreal
1+ YOECandidates need 1 to 3 years of relevant experience for the Wealth Planning Consultant role, or 3 to 5 years for the Senior role, plus a post-secondary degree. CFP or IQPF designation, financial planning experience and strong communication skills are needed, with an MBA or law degree as assets.
financial planning software