Senior Financial Services Specialist - Toronto - beBeeFinancial Planning

    beBeeFinancial Planning
    beBeeFinancial Planning Toronto

    1 week ago

    Full time

    Job title: Total Wealth Planning Associate

    Description

    Role Overview

    This role is responsible for providing planning support to wealth management advisors nationally. The role involves preparing, updating, revising and/or coaching a total wealth plan as well as responding to planning software navigational related questions.



    Key Responsibilities

    • • Supporting the central planning group phone and email help line by answering inquiries on financial planning questions and technical questions around TW Architect software.
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