then discussing appropriate solutions with the Financial Planner. Prepare clear investment strategy, mandate, and recommendation... reports, ensuring adherence with regulatory standards for review by the Financial Planner. Complete reviews of clients...
IDEX Consultingof business written Construct a clear and professional report on each file identifying whether the Financial Planner has met the... findings of the review. Build rapport with the Financial Planner to ensure that good relationships are maintained. Assist...
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