Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ YOE5+ years of financial planning experience; PFP, QAFP, CFP or IQPF designation; Strong knowledge of Voyant or equivalent planning software
WealthPath, Voyant, Excel, PowerPoint, Microsoft Teams, Microsoft 365
Incident/Problem Management Specialist
OntarioBank of Montreal
4+ YOE4 to 7 years of IT or business experience; Degree in computer science or related field, or equivalent experience; Networking and operating systems knowledge (TCP/IP, routing)
ServiceNow, Power BI, SharePoint, Confluence
Incident/Problem Management Specialist
OntarioBank of Montreal
4+ YOEBank of Montreal needs candidates with typically 4 to 7 years of IT or business experience, plus an undergraduate degree in computer science or equivalent practical experience. Candidates must have strong troubleshooting skills, ITIL-based problem-solving, and clear communication with executives.
ServiceNow, Power BI, SharePoint, Confluence
Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ YOEBank of Montreal needs candidates with at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong skills in planning software such as Voyant. Strong communication, analytical and client-service abilities are also required.
Voyant, WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams