. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals..., provide informative and tailored service, and recommend the right products and solutions that will help their financial...
information is entered in the CRM What you will bring 2 years in an Advisor/Client support role in a Financial Services... a remarkable client experience. In November 2023, Canada Life acquired IPC. Canada Life is a member of the Power Financial...