Wealth Planning Advisor
Edmonton, ABBank of Montreal
5+ YOECandidates need at least 5 years of financial planning experience, a planning designation such as PFP, QAFP, CFP or IQPF, and strong technical 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
Wealth Planning Advisor- Waterloo
Waterloo, ONBank of Montreal
5+ YOECandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong skills with WealthPath or similar planning software. Strong communication, analytical and client-service abilities are essential.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Wealth Planning Advisor
Edmonton, ABBank 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