【工作职位】:金融公司 Financial Advisor (内部招聘)5 P- S; w9 L- q& J' C% U. t
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【工作地区】:North York
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【工作时间】:Monday– Friday 9:00am – 5:30pm- D" D) g; U' i4 K1 M
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【工资范围】:根据经验面议
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. h/ \9 W5 W! a$ F) P* p【语言要求】:英语流利,国语流利 粤语流利
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【职位职责】:: `7 R( Y9 Y F3 X; y3 ^/ B
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• 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
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0 `: P9 v( C% b. W+ I% I( j: O4 L【职位要求】:
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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
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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
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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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