preparation and Client Reviews Complete the necessary training on the Company's preferred financial planning proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
should have some knowledge and experience but training will also be provided. Drivers license and own
you. We offer a defined career path, the best training in the industry, mentorship and on-going support
Weekly and monthly ncentives Motivating and exciting office environment
Weekly and monthly ncentives Motivating and exciting office environment