In this role, youll work closely with Financial Planners and Administrators to deliver exceptional service and tailored investment solutions to clients. If you're passionate about investments and want to be part of a professional, forward-thinking environment, this could be the perfect opportunity for you. […]
Implement investment strategy changes as instructed by the Financial Planner
Execute chosen investment plans and ensure accurate processing
Build strong client relationships and attend client meetings when required
Schedule and coordinate future planning sessions with clients
Review and analyze...