... standards and deadlines. Assist Wealth Managers in client meetings (initial and ... and accurate financial plans. Conduct technical analysis (e.g., fund comparisons, fees, CGT ... of paraplanning policies and procedures. Support compliance processes (FAIS, FICA) ...
12 days ago
... standards and deadlines. Assist Wealth Managers in client meetings (initial and ... and accurate financial plans. Conduct technical analysis (e.g., fund comparisons, fees, CGT ... of paraplanning policies and procedures. Support compliance processes (FAIS, FICA) ...
12 days ago