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发表于 2021-5-13 09:24 | 显示全部楼层 |阅读模式
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【工作职位】:金融公司 Financial Advisor (内部招聘)8 @; Z& X1 G% J0 q) o# u

( `3 J& U  V& K【工作地区】:North York( {. j8 Q2 N. G! j; F0 P; n! ?' n. n
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【工作时间】:Monday– Friday 9:00am – 5:30pm
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0 L  t: M! l! `1 d/ {9 D【工资范围】:根据经验面议
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【语言要求】:英语流利,国语流利 粤语流利# w# R/ q0 L; k$ g

; ~6 H5 N# ]6 o1 I1 K7 p- X【职位职责】:
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• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations
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•Contacting existing and potential clients regularly to discover changes intheir financial status or needs

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• Having adeep understanding of investment markets

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• Managingand updating clients’ portfolios, retaining all transaction records

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•Fulfilling all company-established policy obligations
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•Supporting marketing initiatives to drive business developments

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•Responsible for building strong and long-term relationships with clientsRequirements

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7 \5 x( L( T5 N, ?6 T【职位要求】:% f' W: p, f/ Y9 b" q# g0 A0 i2 v

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• LLQP Licensed or CSC
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• Proven experience as an insurance sales representative / agent
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• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
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• Ability to understand and interpret standard statistical findings

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• Excellent skills in communication and presentation in Chinese and English
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• Experience in delivering client-focused solutions and in creating long-lasting relationships
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• A good team player Job Types: Full-time, Permanent

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欢迎相关经验者,新移民,本地应届毕业生,及持工签的留学生申请。
有意向申请者请发送您的简历到recruit@s2consulting.ca 并在标题注明约克论坛
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联系我们:
E-mail: customer2@s2consulting.ca
电话: 647-333-8811 Victoria
微信: S2Customercare
地址: 5th Floor, 205 Placer Court, North York, ON. M2H 0A9 (Victoria Park Ave. / McNicoll Ave.)

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