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