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Financial Consultant
* \! a8 O. Z1 l! Z/ O* Z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
" K1 N$ z6 D; u. a; F" ]( Z7 [9 `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
•根据风险评估提供适合客户需求的建议
: \* ]0 v1 H: e( [( a$ c' P•为各类金融产品和服务提出战略性建议
1 L7 E2 e, c. Z# j•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
要求:
2 c; u+ t# e; B. ^! w•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
6 k2 }( I  w0 J; r; o; |•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 @; j$ o1 P: O7 W9 Q$ ~. Z' }2 w•丰富的财务规划建议
•有开发现有客户和潜在客户新业务的经验和能力
) A( P1 V- n7 a" F0 M5 V•了解金融产品和金融服务的详细知识
. X' `( {+ ^  ]) }! _& _•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
1 a* G9 {& e& Y$ ^& L7 J2 @加入我们，体验超多的社交活动，享受专业的职业规划。
2 p' r1 j7 ?  Y& A2 L: ~/ N3 `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
4 a+ M$ J( f$ I8 ~4 H。
/ g# d5 ~* T# I+ o% Y7 O7 u邮件：ccuehr@ccuefinance.com
" d1 @' L! N& o4 F3 w$ [0 o( h微信：ccuefinancehr
电话：647-628-1819
8 C; O6 g. i' I" K地址：A1-340 Ferrier St. Markham, ON L3R2Z5

Financial Consultant
: z& o" G2 u; @, T# jWe 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
/ l+ [6 T6 k8 U) W0 H1 ugrowing team.
Responsibilities
• Source, build and retain your client base
' w/ i0 u# {3 M& D3 Q• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
( V% E6 P9 j  r6 t0 T! y• Provide strategic advice across a variety of financial products and services
/ x; z' A' _2 |# j9 J' w7 j5 t/ q• Provide sound financial advice to help grow your client’s financial portfolio
* i+ `# Y! X, _, |& A5 V5 V• Understanding your individual clients needs to be based on their unique
circumstances
" m. p5 }  ~) g0 kRequirements:
' n$ z6 U# F7 }• 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.
! k' Z/ g2 v5 E• Excellent interpersonal and relationship management skills, as well as strong
service orientation, focused on achieving exceptional service standards.
6 t1 m8 L' R/ d; N• Proven ability in sales and service to financial customers.
• Strong knowledge of financial advice and planning.
" f" U4 l' W: P! ]• Experience in engaging in and securing new business from existing and
prospective customers.
- U3 K( f; E9 |+ t8 o3 z4 U• Expert in general banking services, including detailed knowledge of financial
* j( h8 W( s1 Yproducts and services.
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
5 P% a6 [4 G$ b$ a# {, d, c• This is a full-time position offering competitive benefits and compensation
+ _1 @  R# V5 O; n% c% Rcommensurate with experience and qualifications.
- g* V* n& P( v: _3 XWe would like to thank all applicants for their interest in CCUE FINANCE,
( {4 M2 z" W: B; D4 ^only those selected for an interview will be contacted
& F7 v0 T$ x9 n( |Please email your recent updated resume to us at
ccuehr@ccuefinance.com, we will contact you soon.

' o0 k4 E' b( x  ^Tel: 647-628-1819

/ c- O& a7 T) d9 D7 t9 n& t: w3 Q, qAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
# U$ k- Y/ J6 G# r2 W