... FICA legislation. 2-3 years in the financial services industry is advantageous. Relevant ... practice. Act as liaison between Financial Planner Partner and product providers. Manage ... documentation for engagement between the Financial Planning Partner and client. ...
9 days ago
... : BCom Post Graduation Diploma in Financial Planning would be advantageous CFP ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ... compliance requirements; Assist the Wealth Planner in the identification of training ...
a month ago
... meet the company’s operational and financial goals. The Superintendent will work ... guidance to all supervisors and planners for optimal material levels, cost ...
6 days ago