Financial Advisor
Current• Answers client inquiries about financial planning, estate planning and insurance*-related issues.• Assists clients with trade processing, procedures and helps to simplify complex terms and concepts so clients can make the educated decisions about their financial plans.• Researches and resolves issues regarding client account administration including: Issues related to registered plans, document requirements for new accounts, or client instructions, etc.• Helps to provide a… Show more • Answers client inquiries about financial planning, estate planning and insurance*-related issues.• Assists clients with trade processing, procedures and helps to simplify complex terms and concepts so clients can make the educated decisions about their financial plans.• Researches and resolves issues regarding client account administration including: Issues related to registered plans, document requirements for new accounts, or client instructions, etc.• Helps to provide a personalized and tailored strategy that can help clients build their wealth and manage unforeseen circumstances.• Supports clients to ensure their financial plan stays on course or modifies the plan when needed.• Assembles and provides the National Desk team with comprehensive client reports to ensure we are meeting goals and objectives and also identify any areas for improvement.*Insurance products available through Andriy Bejnar. Show less
