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