Wealth Planning Consultant, Private Wealth
Toronto, ONBank of Montreal
7+ YOEBank of Montreal needs candidates with 7+ years of relevant experience and a post-secondary degree, plus a CFP designation (IQPF in Quebec). Strong financial planning knowledge, communication skills, and experience with HNW clients are required.
Conquest
Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.
NaviPlan