documentation for the Planner or Client (e.g.: pre-buy/post-buy reports, media evaluations/recommendations, and other pertinent...
in the group as well as support the Supervisor/Manager in preparing all written documentation to the Planner or Client (e.g...
. The planner works with internal BGIS staff as well as client and external consultants, as required, to ensure timely...
/discipline. Completed the Conduct and Practices Handbook (CPH), Personal Financial Planner (PFP), Chartered Investment Manager...