Wealth Planning Consultant/Senior Wealth Planning Consultant
Ottawa, ONFull Time
BN
BMO Nesbitt Burns Inc.
1+ YOECandidates need 1 to 3 years of relevant experience for the consultant role or 3 to 5 years for the senior role, plus a post-secondary degree in a related field. Selling to advisors or HNW clients and the CFP designation are valued, along with strong analytical, communication and influence skills.
financial planning software
Business Development Manager, BMO Insurance
Montréal, QCFull Time
BN
BMO Nesbitt Burns Inc.
4+ YOECandidates need four to six years of relevant experience and a post-secondary degree or equivalent, plus a life insurance licence. They also need in-depth knowledge of insurance, underwriting, financial planning and advanced sales concepts, with strong communication, analytical and influence skills.
Illustration software