skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial
skills, especially excel. Pro-active in general technology driven systems. Good knowledge of the Financial
relevant class of business and product specific training. FAIS compliant (continuous professional development)
relevant class of business and product specific training. FAIS compliant (continuous professional development)
relevant class of business and product specific training. FAIS compliant (continuous professional development)
relevant class of business and product specific training. FAIS compliant (continuous professional development)
(XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning
(XPlan & Outlook integration) Address all technology issues experienced by the Financial Planning
(XPlan and Outlook integration). Address all technology issues experienced by the Financial Planning