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
Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Wealth Planning Advisor - Quality & Support, Private Wealth
Montréal, QCBank of Montreal
3+ YOECandidates need three or more years of client-facing financial planning experience, an IQPF designation required in Quebec, and fluency in French and English. Strong knowledge of WealthPath or comparable planning software and Microsoft 365 is also needed.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Word, Microsoft 365
Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, the IQPF or IPF planning designation in Quebec, and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams