Wealth Planning Consultant, Private Wealth
Waterloo, ONFull Time
BN
BMO Nesbitt Burns Inc.
1+ YOECandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.
Financial planning software
Wealth & Tax Planning Consultant, Private Wealth
Montréal, QCFull Time
BN
BMO Nesbitt Burns Inc.
5+ YOECandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.