holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth
holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth
orders and timekeeping. Ensure that all Floor Planners / Team Leaders manage teams within their allocated
orders and timekeeping. Ensure that all Floor Planners / Team Leaders manage teams within their allocated
tasks such as Live Chat, reports, training, Travel Planner working committee meetings, mailbox management