RM Crossword

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Across
  1. 4. CRM Tool
  2. 7. US 423 is a version of this kind of plan
  3. 10. our operational teammates
  4. 12. 2 minimum per Large client
  5. 13. Our Role
  6. 16. Our in house broker dealer
  7. 18. Our Annual Conference
  8. 20. VP Struyven in Toronto
  9. 22. Our Platform
  10. 23. Head of Wealth Enablement
  11. 24. Calgary's Newest AVP RM
  12. 25. Our Jurisdiction
  13. 27. fully taxable stock option
  14. 29. Market Segment
  15. 30. Consent [blank]
  16. 31. e.g. Odyssey, TMX, Computershare
Down
  1. 1. presentable price estimation
  2. 2. our mandate in 2024
  3. 3. Statement of Control Report
  4. 5. Market Segment
  5. 6. ED Savard
  6. 8. where equity settles after a release (default)
  7. 9. Calgary's Newest VP RM
  8. 10. Consumer Price Index
  9. 11. Our Goal: 8000 of these accounts opened
  10. 14. VP Amado in Montreal
  11. 15. our favourite AGM related task
  12. 17. our learning platform
  13. 19. Market Segment
  14. 21. VP Masud in Toronto
  15. 25. our 401k consulting partners
  16. 26. department that drafts amendments
  17. 28. every RM has multiple