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We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team. % z u, r% u7 b5 }
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 • Provide strategic advice across a variety of financial products and services • Provide sound financial advice to help grow your client’s financial portfolio • Understanding your individual clients needs to be based on their unique circumstances : R( D2 w$ M8 v
Requirements: • 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 service orientation, focused on achieving exceptional service standards. • Proven ability in sales and service to financial customers. • Strong knowledge of financial advice and planning. • Experience in engaging in and securing new business from existing and prospective customers. • Expert in general banking services, including detailed knowledge of financial products and services. • Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC • This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications. 9 I g- P' l$ l$ x$ J T" _
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted ' m1 [4 @2 t, f, {
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0 s2 ?9 d( P0 D# h! @" J$ t5 STel: 647-628-1819 Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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发表于 2019-7-23 08:07
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