outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
outlined by the adviser, and the customer's needs, objectives and risk tolerance. Must meet compliance requirements information/data. Working with the Financial Planner to develop strategy and recommendations. Prepare financial
Continuously develop own expertise in terms of industry and subject matter development and application Contribute to continuous innovation through the development, sharing and implementation of new ideas and
Continuously develop own expertise in terms of industry and subject matter development and application Contribute to continuous innovation through the development, sharing and implementation of new ideas and
data. Define bookkeeping policies and procedures. Develop systems to account for financial transactions by collecting, analysing and summarizing information. Develop and implement financial controls as and where needed general ledger and preparing a trial balance. Develop and maintain system generated reports. Compile
data. Define bookkeeping policies and procedures. Develop systems to account for financial transactions by collecting, analysing and summarizing information. Develop and implement financial controls as and where needed general ledger and preparing a trial balance. Develop and maintain system generated reports. Compile
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to
training. FAIS compliant (continuous professional development). Completed supervision for long-term insurance and the outcome of the appointment. Maintain and develop client relationships. Support and contribute to