Wealth Planning Advisor - Quality & Support, Private Wealth
Montréal, QCBank of Montreal
3+ YOECandidates need three or more years of client-facing financial planning experience, strong investment knowledge, proficiency with WealthPath or similar planning software, and an IQPF designation in Quebec. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Centralized Support Assistant, Nesbitt Burns
QuebecBank of Montreal
3+ YOEBank of Montreal needs candidates with about three or more years of experience, preferably at Nesbitt Burns, and knowledge of wealth management workflows. They must be fluent in French and English, organized, able to work independently in a virtual setting, and comfortable adapting quickly to new practices.
CIRO, Administrative support, Scheduling, Sales, Customer experience, Confidentiality