Wealth Planning Consultant/Senior Wealth Planning Consultant
Windsor, ONBank of Montreal
1+ YOECandidates need 1 to 3 years of relevant experience (3 to 5 for senior), a post-secondary degree, and experience selling to advisors or high net worth clients. A CFP designation, financial planning software skills, and tax or estate knowledge are assets.
financial planning software
Trust Officer
Halifax, NSBank of Montreal
5+ YOECandidates need about 5 to 7 years of relevant experience and a post-secondary degree, with a Finance degree preferred. Bank of Montreal expects in-depth knowledge of trust administration, trust tax, trust accounting, investment management and fiduciary law, plus strong communication, analytical and influence skills.
Client relationship management, Presentation skills, Technical support, Strategic planning, Decision making, Change management