Virtual Financial Planner, First Nations / Inuit / Métis
September 17
🇨🇦 Canada – Remote
💵 $51.8k - $96.5k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
Description
• Provides financial and investment planning and advice • Determines client needs and provides solutions • Engages customers to grow BMO’s business • Identifies opportunities to generate referrals • Supports the achievement of sales and performance targets • Develops and implements a relationship management plan
Requirements
• Typically between 3-5 years of relevant experience • Post-secondary degree in related field of study or equivalent experience • CFP designation preferred • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec • Advanced working knowledge of financial industry
Benefits
• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans
Apply NowSimilar Jobs
September 12
Long View Systems
1001 - 5000
Dynamics 365 Technical Consultant for Data & Dynamics team in Canada.
September 12
Long View Systems
1001 - 5000
Dynamics 365 consultant supporting Finance & Operations for client solutions.
September 12
Samsara
1001 - 5000
Drive strategic decisions at Samsara, improving operations with financial insight.
🇨🇦 Canada – Remote
💵 $85.8k - $111.1k / year
💰 Seed Round on 2014-08
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
August 31
Coinbase
1001 - 5000
Build and manage crypto products at Coinbase, shaping financial futures.
🇨🇦 Canada – Remote
💵 $185k / year
💰 $21.4M Post-IPO Equity on 2022-11
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
August 17
Wealthsimple
501 - 1000
Provide financial planning assistance to Wealthsimple's Premium and Generation clients.
🇨🇦 Canada – Remote
💰 Private Equity Round on 2021-05
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis