Wealth Planning Advisor
Edmonton, ABBank of Montreal
5+ YOECandidates need at least 5 years of financial planning experience, a planning designation such as PFP, QAFP, CFP or IQPF, and strong technical knowledge of WealthPath or similar planning software. Strong communication, analytical and client service skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365