Requirements: Financial Services Industry. Understanding of FAIS and FICA legislation. 2-3 years in the financial services industry required. Relevant tertiary education or courses. Computer skills: Microsoft Office (Excel, Word, Outlook essential); SharePoint. Experience with XPlan. Good
You will support the Financial Planner in providing the required levels of client services to our clients. The Assistant is part of a regional team and is encouraged to collaborate with other Assistants in their office