Staying up to date on product changes and enhancements Staying up to date on the financial planning industry and new trends Client Information gathering Consolidating and re-structure of a client's existing portfolio Compiling a financial needs analysis based on information gathered […]
The Employee is responsible for, but not limited to the following tasks: […]
1. Extracting all information from new business file provided by the broker and […]
3. Run comparative quotes with the view of moving all clients to Discovery. These are […]
4. Preparation of a file to present to a client, this file must...