financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach Regulatory authority and requires continuous professional development. As an accredited financial advisor subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. Provide appropriate
financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach Regulatory authority and requires continuous professional development. As an accredited financial advisor subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led. Provide appropriate
determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
determine needs that we would be able to assist with. • Assist with Financial Assessment discussions. • customer classifications. • Assisting with system upgrade testing as required. • Assist the Sales Consultant
conduct verification checks Administration Address/assist Branch FICA queries Attends to adhoc administration
conduct verification checks Administration Address/assist Branch FICA queries Attends to adhoc administration
products/services Own proactive processes: host webinars, assist with the curation of valuable content for clients
products/services Own proactive processes: host webinars, assist with the curation of valuable content for clients