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Financial Consultant
* ]% \, ?# Y7 h, F* B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
! X/ {* N1 @4 V8 U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
1 V& V$ \; e" w7 _; |" j  Y/ k9 k0 Z! W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
责任：
•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
$ U! d/ D6 x$ @* U. p6 C•根据风险评估提供适合客户需求的建议
5 |% O# E* @2 h" @9 G•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
•基于客户的个人情况，了解客户需求
& f+ c" `5 t, k: G$ z4 i要求:
' z) v8 H! t6 R7 E; j0 o•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
•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
( e9 S% Q) g/ k! ?/ d8 N•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
•持有或计划持有LLQP、IFIC或CSC证书
•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。
0 I: E; e: U) |; ?9 l- g- L- A/ Y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
。
* C0 ?5 p, X: n/ G7 ^" `邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
  D. b6 ]8 Q( \+ c电话：647-628-1819
  l6 |8 q2 A" g! y地址：A1-340 Ferrier St. Markham, ON L3R2Z5

" V6 V$ F' j; g6 t5 sFinancial Consultant
/ Z# N# k. t5 z* f3 g: R; mWe are looking for energetic professionals who are interested in starting a
2 y0 o% Q# o  Z1 Rcareer in the financial industry, helping the business grow through value-
( a& |1 w* P9 f  r- n* xbased conversations and remarkable customer experience to join our
( [0 D' R$ z; Q3 e8 S6 J) f& ~growing team.
Responsibilities
: t) X# X7 s' T2 s% ^• Source, build and retain your client base
• Market yourself and your business to attract new clients
/ i" v- Q) \' u• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
; \7 h0 C1 }, n( B• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be based on their unique
circumstances
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.
, r6 K% |# a3 L! ^• Excellent interpersonal and relationship management skills, as well as strong
% h, f2 R& w, t  u9 F8 p7 W' ~service orientation, focused on achieving exceptional service standards.
0 j5 I6 R) |% U# O/ J& h' |4 h• 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
0 H6 F( ~! w6 eprospective customers.
• Expert in general banking services, including detailed knowledge of financial
products and services.
! A) u* v: O, ?% _0 {; F5 y• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
• This is a full-time position offering competitive benefits and compensation
. L0 i" o7 B) V# t' Icommensurate with experience and qualifications.
We would like to thank all applicants for their interest in CCUE FINANCE,
only those selected for an interview will be contacted
9 @$ m% K! {$ R% X9 @2 fPlease email your recent updated resume to us at
ccuehr@ccuefinance.com, we will contact you soon.

' A5 P" S  z4 x9 ^Tel: 647-628-1819
% P8 P) \$ i7 P; t4 N
( e2 m7 n" n' ^' n( UAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
. T7 M- q. |) K