Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical needs of the clients. Teamwork: be a reliable and productive member of the team. Professional presence: as always expected and required. Time management: ability to manage time and tasks to ensure deadlines are Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow the formal (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant