【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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4 Q( { y+ U4 y% E. S7 R) P• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations ) w1 ?7 W3 G. X' ]$ K2 d
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs
- ?% R) o Q: F• Having adeep understanding of investment markets
& U' @0 M5 d* B# \( Y8 P/ `9 S• Managingand updating clients’ portfolios, retaining all transaction records
/ H& ?9 I. Z) {•Fulfilling all company-established policy obligations b6 o9 Z& H8 |
•Supporting marketing initiatives to drive business developments
2 o W* O( }; T•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
8 r- {8 Y0 f8 y" G• LLQP Licensed or CSC # j6 T4 R7 z: e& B- l
• Proven experience as an insurance sales representative / agent ! t3 x6 x- @. S% g! _3 D4 L2 O
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint , P- a$ e! w. o' H: j3 [( d
• Ability to understand and interpret standard statistical findings
. ]8 o2 S/ j3 f• Excellent skills in communication and presentation in Chinese and English ; y) ]6 j" r/ M' s8 ?6 F/ W
• Experience in delivering client-focused solutions and in creating long-lasting relationships 5 l6 n7 F/ K/ A1 I; h; R
• A good team player Job Types: Full-time, Permanent
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1 [( T% j) `& m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。 " b3 e7 T( l4 w
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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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