and analyze financial reports and documentation. Conduct market research to support investment strategies. Calendar management.... Maintaining updated client files and database. Assist Wealth Advisors in developing financial plans for clients. Keeping track...
and analyze financial reports and documentation. Conduct market research to support investment strategies. Calendar management.... Maintaining updated client files and database. Assist Wealth Advisors in developing financial plans for clients. Keeping track...
their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments. Under IGM... Financial's unique business model based on leading brands and multi-channel distribution strategy, we're IG Wealth Management...