金融公司诚聘实习生 坐标多伦多Markham

ccuefinance

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Financial Consultant
我们正在寻找充满活力的专业人士，他们有兴趣在金融行业开始自己的职业生涯，通
& H% M$ L( F. l- K" C% H过基于价值的对话和卓越的客户体验来帮助企业成长，希望加入或帮助销售团队。有
/ D2 x9 H) Y: e9 W- H3 Z9 t信心可以每天积极回应客户需求，并帮助团战确定和发展更好的销售机会，建立更多
! r: o' W, e+ n3 n# P' n+ s销售渠道
责任：
0 X9 q( s0 c% |, b8 d4 B•寻找、建立和扩大你的客户群，可以轻松利用多个社交渠道与客人建立关系
•根据风险评估提供适合客户需求的建议
•为各类金融产品和服务提出战略性建议
•提供合理的财务建议，帮助客户扩大财务投资组合
, h6 q+ N' \: @* t$ X/ t( d•基于客户的个人情况，了解客户需求
要求:
•通过对客户需求的深刻理解和对产品和服务的专业知识，能够达到和实现客户的需求
, i1 N# q. ?# C' [' ?1 P, n，从而更好地满足客户的需求
3 @6 u  C5 y# s6 o: a$ M) T! Q•优秀的人际关系管理技能，以及强烈的服务导向，专注于实现卓越的服务标准
•具有良好的销售和金融客户服务能力
•丰富的财务规划建议
•有开发现有客户和潜在客户新业务的经验和能力
•了解金融产品和金融服务的详细知识
) _! R7 B: ]) C. |! }4 ?•持有或计划持有LLQP、IFIC或CSC证书
, ^0 X( a* }9 |  H, U7 L2 s* J•这是一个全职职位，提供有竞争力的福利和薪酬
加入我们，体验超多的社交活动，享受专业的职业规划。
  p% t5 B9 G5 M' p9 G) c2 m请发送英文简历到：ccuehr@ccuefinance.com，标注来源网站，我们会尽快与您联系
。
邮件：ccuehr@ccuefinance.com
. P2 o. k; P" X  {8 m. P微信：ccuefinancehr
% R7 h, c! m4 F& T1 N6 q" b% _* ^电话：647-628-1819
+ l, l- n8 ~2 I$ i# N9 |! g地址：A1-340 Ferrier St. Markham, ON L3R2Z5

: N2 A$ z" s. l$ a1 lFinancial Consultant
We are looking for energetic professionals who are interested in starting a
! g+ Y& g( f" T2 d/ k, v% @career in the financial industry, helping the business grow through value-
+ j% R; B/ Y; w8 [5 c. Hbased conversations and remarkable customer experience to join our
9 E9 S/ j( C# v) t* k% I7 M+ dgrowing team.
Responsibilities
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
) _! I! D! x0 z" P" V8 T• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
2 w" i$ s+ {" C2 Y5 z4 o+ a9 I3 n+ j" Q• Understanding your individual clients needs to be based on their unique
circumstances
" `2 d5 k& j0 F+ Z' _  X/ j: TRequirements:
• Experienced in proactively identifying and executing ways that customers’
needs can be better met through a strong understanding of their requirements
and expert knowledge of products and services.
• Excellent interpersonal and relationship management skills, as well as strong
9 Y+ R* d6 c! A  ]service orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
• Strong knowledge of financial advice and planning.
, T- H" X8 X# {/ B* c5 I% k• Experience in engaging in and securing new business from existing and
8 O3 X: e; `! E3 J6 `+ G- Pprospective customers.
• Expert in general banking services, including detailed knowledge of financial
+ J' v. X$ j+ j) I* j+ }6 y$ r: _products and services.
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
8 Z0 X; @" L: y0 C1 b$ l• This is a full-time position offering competitive benefits and compensation
commensurate with experience and qualifications.
  m0 @: Z( J  K$ {! @" _We would like to thank all applicants for their interest in CCUE FINANCE,
only those selected for an interview will be contacted
# G/ S* P3 G( Y6 D5 A+ XPlease email your recent updated resume to us at
ccuehr@ccuefinance.com, we will contact you soon.
1 K  X# I9 @; w- q  k8 K" L3 ?4 r
Tel: 647-628-1819

0 t; j( s" o/ UAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
' p: k/ \& b. t' g8 I* D