本帖最后由 ccuefinance 于 2018-7-23 15:01 编辑 # J: |3 N; x' ~/ E) }' o7 }$ x3 D
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Responsibilities · Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax andinvestment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow,insurance coverage, tax status, and financial objectives. · Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client. · Prepares and submits documents to implement plan selected by client. · Maintains contact with client to revise plan based on modified needs of client or changes in investment market. · Refer client to other establishments to obtain services outlined in financial plan. · Registered with professional self-regulatory association and be designated Certified Financial Planner. Requirement · Must have at least five years’ experience of holding Life License Qualification Program (LLQP) · Better to have Canadian Securities Course (CSC). · Must be registered to sell Mutual Funds (MFDA/AMF). · Financial Planning Accreditations/Designations are preferred, however, we may be willing to train high potential candidates with a demonstrated track record of salesand customer service excellence Preferred: Certified Financial Planner (CFP) designation. Or one of the following: · Personal Financial Planner (PFP) designation · Wealth Management Essentials (WME) + Financial Planning Supplement · Professional Financial Planning Course (PFPC) · Financial Planning I & II (FP I & II). We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted Please email your recent updated resume to us at ccuefinancehr@gmail.com, we will contact you soon. Wechat:ccuefinancehr Tel:647-628-1819 Address:A1-340 Ferrier St. Markham, ON L3R 2Z5
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发表于 2018-7-20 10:45
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