prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients Generate FNA system Consolidate recommendations and action steps into a financial plan Source quotations for product necessary Get clients to complete and sign all advisory documents and instructions Complete Client Advice Financial Planning or similar 5-10 years in financial advisory role Regulatory Examination (RE5) Certified Financial
prospects/clients Deliver quality financial planning and advisory services to existing and prospective clients Generate FNA system Consolidate recommendations and action steps into a financial plan Source quotations for product necessary Get clients to complete and sign all advisory documents and instructions Complete Client Advice Financial Planning or similar 5-10 years in financial advisory role Regulatory Examination (RE5) Certified Financial
and compliance policies and procedures for the advisory, fiduciary and consulting operations. The role needed • Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with technical
and compliance policies and procedures for the advisory, fiduciary and consulting operations. The role needed • Compliance monitoring: o Review of client advisory and investment implementation records (FAIS and client onboarding • Technical queries: o assist advisory, fiduciary and consulting operations with technical
team of select individuals that provide high-end advisory and business management, leadership skills to this team, an opportunity for an internal Legal Advisory position is available who would lead the company's providing Legal direction, expertise and comprehensive advisory reporting to the CEO directly. Provide legal advice
team of select individuals that provide high-end advisory and business management, leadership skills to this team, an opportunity for an internal Legal Advisory position is available who would lead the company's providing Legal direction, expertise and comprehensive advisory reporting to the CEO directly. Provide legal advice
years experience working in a Frail Care Facility or Step down facility.
Must be registered with SANC
of working on opportunities run by Third Party Advisory Firms and Management consulting firms Successful
of working on opportunities run by Third Party Advisory Firms and Management consulting firms Successful
(BD) and Acquisitions, Investments and Financial Advisory (AIFA) departments in all secretarial aspects;