Wealth Planning Advisor
Edmonton, ABFull Time
Bank of Montreal
5+ YOEBank of Montreal needs candidates with at least 5 years of financial planning experience and a professional planning designation such as PFP, QAFP, CFP or IQPF. Strong WealthPath or equivalent planning software skills and advanced Microsoft 365 skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft 365