talented and entrepreneurial individuals to join our network of professionals. Why You'll Love Being a Professional personalized financial strategies. Professional Growth: Access continuous learning and development opportunities acquisition and sales skills Has a network and exceptional networking skills with the ability to build
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial
support role supporting Wealth Managers or Financial Planners but you're keen to make a change and take on more experience assisting a Wealth Manager or Financial Planner doing the technical admin at an independent financial
here is your chance This App offers messaging and access to over 300 websites without using any mobile data Expedite data based on gender, province, mobile networks etc. Communicating and sending clients reports
here is your chance This App offers messaging and access to over 300 websites without using any mobile data Expedite data based on gender, province, mobile networks etc. Communicating and sending clients reports
information/data.
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
client information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare Attendance and note taking in client meetings with planners; Accurately finalising and collating compliance Required to provide assistance to all Financial Planners and senior management with any general office
Computer literate · Experience with Lotus, Tax Planner and Accfin
Computer literate · Experience with Lotus, Tax Planner and Accfin