Overview of the Role A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is ...
Overview of the Role In this role, you will play a pivotal role in maintaining the financial integrity and reporting to one of our clients. This full-time position will see you responsible for a wide range of accounting activities that su...
Overview of the Role The Senior Paraplanner will collaborate with the financial planning team and advisers to create compliant advice documents that align with client preferences as well as the policies and guidelines set by the licensee....