Raymond James Ltd. 请 Financial Planner – IFS

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公司:Raymond James Ltd.
职位:Financial Planner – IFS
工作内容

• ·         Prepare and deliver basic to complex financial plans for clients;
  ·         Conduct client meetings on a case by case basis;
  ·         Respond to internal phone calls and e-mails related to any financial planning queries and strategies;
  ·         Develop professional relationships with external experts (i.e. professional accountants, lawyers, service vendors, etc.) to co-ordinate action plans on complex planning matters;
  ·         Maintain financial planning professional practice standards including training, development, and codes of conduct; and
  
  
  ·         Assist in building and attracting new clients.
  
  

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