Competencies: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent, etc. Ability to function
support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in 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);