新手上路
- 积分
- 10
- 获赠鲜花
- 858 朵
- 个人财富
- 100 金币
- 注册时间
- 2018-5-23
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Financial Consultant Trainee
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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. % O8 }. M ^& X2 ^5 { y4 Y
* M* ~$ s1 Q& H/ W3 R8 c& fResponsibilities1 L2 n! S; {: i( ~4 n
• Source, build and retain your client base# {, E' x& ^4 N% g
• Market yourself and your business to attract new clients k2 j6 y7 U% c
• Provide client's needs advice based on risk assessment) f2 N+ ]% ~6 g0 a! Z
• Provide strategic advice across a variety of financial products and services
# s Y/ z9 z; B& X) I5 w A• Provide sound financial advice to help grow your client’s financial portfolio! B( Y% L9 ]8 T7 n3 z! H
• Understanding your individual clients needs to be based on their unique circumstances ? q; F5 u1 _8 ? @. Y9 ~
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Requirements:. `2 |$ L9 l9 z! Z
• 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.6 R- Q+ R6 N' a
• Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
3 }3 U/ P& q; X, r4 O u• Proven ability in sales and service to financial customers.
7 N, j$ k9 R& ?• Strong knowledge of financial advice and planning.
( z& I$ C2 ]. v# H" s, M$ p; O$ d• Experience in engaging in and securing new business from existing and prospective customers./ e( c: b x; |6 ]5 b1 }* K
• Expert in general banking services, including detailed knowledge of financial products and services. ^) e6 ?1 c: T" _% _7 @6 T) i
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
" T C6 L! l" Y \• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted, J* S4 q" [. x9 o0 p! k
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Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
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/ k8 X- [3 G8 v8 m; ~ p; l$ ITel: 647-628-18194 ]' l3 ?: ?# Y- Z3 k4 D
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5
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Financial Consultant Trainee
4 ?. M' a8 U$ g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，建立更多销售渠道
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1 S7 i! o# p, t9 c& {责任：6 T" q! f; A: D: x
•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) G; E2 K0 {' {' W: c/ ]- P! L
•根据风险评估提供适合客户需求的建议
c' ~' M8 @; L* }•为各类金融产品和服务提出战略性建议
! {& Z4 [, U4 `•提供合理的财务建议，帮助客户扩大财务投资组合
' K/ m; e( u- g( d$ x0 z•基于客户的个人情况，了解客户需求* W+ ]$ [, z5 |% M
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要求:( W: [- [) `: Z" w* a2 U
•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，从而更好地满足客户的需求
3 [/ s' x- T. T$ B9 J( i•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, \5 Y% _& K! Q0 w. W
•具有良好的销售和金融客户服务能力* H# Q" c# E( |* I; e
•丰富的财务规划建议
( s% V1 e$ Y1 e6 T; H! l* T•有开发现有客户和潜在客户新业务的经验和能力) Y8 k: v9 W7 ~- ]5 u2 L0 ^
•了解金融产品和金融服务的详细知识
( ` D# y8 }/ Z/ W+ j% A•持有或计划持有LLQP、IFIC或CSC证书
3 A: E) s6 p9 D' q•这是一个全职职位，提供有竞争力的福利和薪酬5 ^% W* q. u, Z0 z
4 K% G8 E' E) l1 r! O1 v' N; K5 \& u加入我们，体验超多的社交活动，享受专业的职业规划。: ~# d# ]- H! u8 K4 Y5 f5 Z
4 u; n- D( E6 @, g; u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。6 n' l5 U! c1 }) g) F! B$ |2 S
邮件：ccuehr@ccuefinance.com5 e* C" F; K6 v% U
微信：ccuefinancehr3 a: G* W$ x; m3 g
电话：647-628-1819
) \( |8 V$ C/ m' w. v地址：A1-340 Ferrier St. Markham, ON L3R2Z5, {" u i6 ~& H0 ]. q& D0 @$ T6 b
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