Liaise with external advisors, service providers, consultants, and agents appointed to assist in implementing
Dealer steering through a specialized After Sales consulting service, impart coaching expertise and actively
client needs through leading phases of projects or consult to projects and business leaders across a variety
investment applications.
experience in relevant competency - Microsoft Consulting environment (Non-negotiable)
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planner in the financial
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pare the annual Board and Opco calendars in consultation with the Board Chairperson and the CEO