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Financial Consultant Trainee
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6 l- i% @6 Q$ h1 G  h- g  b( uWe 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.

Responsibilities
•        Source, build and retain your client base
•        Market yourself and your business to attract new clients
6 S8 u" \9 i7 \) z4 P( h•        Provide client's needs advice based on risk assessment
•        Provide strategic advice across a variety of financial products and services
: k' C  s% M0 o•        Provide sound financial advice to help grow your client’s financial portfolio
•        Understanding your individual clients needs to be based on their unique circumstances

+ H2 a9 x0 T0 O3 zRequirements:
•        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.
•        Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
•        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 prospective customers.
•        Expert in general banking services, including detailed knowledge of financial products and services.
•        Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
  Y( p: Z, K  ~+ p: x  R& @6 g6 t•        This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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$ D7 }' c3 [6 @# pWe would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
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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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7 I. w) A; c4 u/ r( aTel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

Financial Consultant Trainee
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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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
•根据风险评估提供适合客户需求的建议
•为各类金融产品和服务提出战略性建议
) `: u7 D; K" ~. `3 v" v  W•提供合理的财务建议，帮助客户扩大财务投资组合
( \' \8 c6 ^( B  e% _•基于客户的个人情况，了解客户需求
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& e0 b( u6 g, Y1 G; ]要求:
- i; s+ H3 l& e% z! F1 V•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
7 g  m+ {* Q/ `•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
9 _' i* n- b  ~6 k0 n•丰富的财务规划建议
$ Q. h' b: T! n4 c6 i•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
% z* H; i7 C: F5 R- m•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
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5 j! D, Y) J1 a9 G$ ^* i# W9 W! o加入我们，体验超多的社交活动，享受专业的职业规划。
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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。
邮件：ccuehr@ccuefinance.com
7 i  q$ N! M% u. _微信：ccuefinancehr
电话：647-628-1819
! |2 e9 p8 {; ^. ]地址：A1-340 Ferrier St. Markham, ON L3R2Z5