Wealth Planning Advisor- Waterloo
Waterloo, ONBank of Montreal
5+ YOECandidates need at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong technical knowledge of WealthPath or equivalent planning software. Strong communication, collaboration, analytical and client-service skills are required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Data Governance Specialist (Data Analytics) - BMO Insurance
Toronto, ONBank of Montreal
4+ YOECandidates need about 4 to 6 years of experience in analytics, business intelligence or data governance, plus post-secondary education or equivalent experience. Hands-on skills in Power BI, SQL, Python and Power Automate are required, along with knowledge of data quality, metadata and lineage.
Power BI, SQL, Python, Power Automate, Power Query, DAX