Excellent organizational skills Be an effective planner Ability to show initiative Good time management
Excellent organizational skills Be an effective planner Ability to show initiative Good time management
with prospects to attain the Certified Financial Planner (CFP) title.
with prospects to attain the Certified Financial Planner (CFP) title.
and prior year with support from the Campaign Planners. To develop and review the Sales Brochure Ensuring potential risks to the Category Planner; Support the Campaign Planners with preparing contingency plans
and prior year with support from the Campaign Planners. To develop and review the Sales Brochure Ensuring potential risks to the Category Planner; Support the Campaign Planners with preparing contingency plans
various products. Call Planner/Coverage/Frequency Submission of call planner on a daily/weekly/monthly
back-up support to the Materials and Inventory Planner and Indirect Buyer. Managing relevant department
holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth
holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth