大统华每周特价 信达超市每周特价 龙翔、龙胜超市(Oceans)每周特价 佳乐超市每周特价

加拿大密西沙加华人网™

 找回密码
 注册
查看: 487|回复: 0

急招!金融顾问

[复制链接]

76

主题

87

帖子

0

精华

新手上路

Rank: 1

积分
10
获赠鲜花
367 朵
个人财富
100 金币
注册时间
2020-6-23
发表于 2021-5-13 09:24 | 显示全部楼层 |阅读模式
友情提示: 请千万不要登入陌生网站输入QQ号和密码,以防诈骗。
联系我时,请说明是从哪儿看到的,谢谢。
北美华人新生活

保帮家电维修李师傅



心理热线



新客户展示位
更多广告请点击
中文黄页


有您的支持
我们会做得更好
【工作职位】:金融公司 Financial Advisor (内部招聘)5 P- S; w9 L- q& J' C% U. t
0 U. [, P% \3 c7 y- U
【工作地区】:North York
+ U; s$ ]" z0 F. Z8 x# ?% L8 s' G' ]0 X" g# ^
【工作时间】:Monday– Friday 9:00am – 5:30pm- D" D) g; U' i4 K1 M
. ?0 m5 x" o2 b2 ^: e( U7 ]
【工资范围】:根据经验面议
7 h; H; c) ]' @( z' ]1 @
. h/ \9 W5 W! a$ F) P* p【语言要求】:英语流利,国语流利 粤语流利
2 K0 `$ \" s) ~2 o& j4 o6 B$ }8 O3 R
【职位职责】:: `7 R( Y9 Y  F3 X; y3 ^/ B
9 u$ Q' `* r) {7 K! `* l: z: ^
• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations

+ V- _& w* L/ H# m* S+ j5 e
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs

. n; |; }* J7 c$ n$ y; K; ?, G
• Having adeep understanding of investment markets

2 ?; r' s! `7 [. l  ?
• Managingand updating clients’ portfolios, retaining all transaction records
, ]) M+ c7 c; x+ d% S% F: S
•Fulfilling all company-established policy obligations
" ^, f- K( s/ @
•Supporting marketing initiatives to drive business developments

+ d: ?! k/ E# @2 `! P1 w
•Responsible for building strong and long-term relationships with clientsRequirements

+ i! k8 |( }! p1 @$ m% a$ T# _2 s
0 `: P9 v( C% b. W+ I% I( j: O4 L【职位要求】:
& u% h3 I4 l3 ?8 Q! `/ T
3 S, v2 f4 O% \  h4 H7 Y! _
• LLQP Licensed or CSC

) C- ^0 `; i9 M  r- S
• Proven experience as an insurance sales representative / agent
( s" q& l$ n7 `3 }& F, G
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint

/ j- J+ W# s) F1 d) l* h7 d( s
• Ability to understand and interpret standard statistical findings

8 y* j! G6 M6 m3 m' V' ?3 F4 l
• Excellent skills in communication and presentation in Chinese and English
) E* l, J% M1 E$ h# q" ], C+ \  ^1 u& o2 ?
• Experience in delivering client-focused solutions and in creating long-lasting relationships
* m, D, w! Z$ M4 i! s
• A good team player Job Types: Full-time, Permanent

8 _5 I( S+ e1 e+ `+ t" v
; t8 G9 Y+ X7 e0 I4 B& \5 {3 e
  a( t$ L& k* O2 D; T
1 z$ f' c& Q: r  X+ M6 X
7 d1 S/ Y- c& @" U0 X7 s. F& G
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
# X; h# y, Y% q5 O9 y

* Z# p" C1 ?: Y( f/ H
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.)

8 t. u! k# F8 D! q$ x4 R! v
密西沙加中文黄页
您需要登录后才可以回帖 登录 | 注册

本版积分规则

广告合作(Contact Us)|关于我们|小黑屋|手机版|Archiver|加拿大密西沙加华人网

GMT-5, 2024-11-17 17:02

Powered by Discuz! X3.4 Licensed

Copyright © 2001-2021, Tencent Cloud.

快速回复 返回顶部 返回列表