【工作职位】:金融公司 Financial Advisor (内部招聘)
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【工作地区】:North York/ u8 R5 X& j# u/ p+ z
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【工作时间】:Monday– Friday 9:00am – 5:30pm
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7 O; }+ Y' f3 r0 C0 ~9 @) z: S【工资范围】:根据经验面议
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【语言要求】:英语流利,国语流利 粤语流利
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) ^3 z8 G( l% ~' `【职位职责】:
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" N% H% m; T1 p. J• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations % W7 X: Z3 J; \. b; E) |4 t
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs ( e; L Q% y! q: |& q" f" O
• Having adeep understanding of investment markets # E- P @$ W2 g" s: E
• Managingand updating clients’ portfolios, retaining all transaction records 9 A5 a) t* X' k! c* h
•Fulfilling all company-established policy obligations
# a' i: r1 y" A3 d% D f3 [•Supporting marketing initiatives to drive business developments $ v4 A! r n% ^7 ]+ {
•Responsible for building strong and long-term relationships with clientsRequirements
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【职位要求】:
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! |( Q1 N) g7 @" E1 q+ L& Q• LLQP Licensed or CSC * @2 i* p- K* E# X
• Proven experience as an insurance sales representative / agent
3 _/ s# N: S* ~7 g: l5 d0 ?• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
7 h) f1 r: M: J! w o1 k) G• Ability to understand and interpret standard statistical findings # Q! B4 m* m' i, I8 U# N: |6 m
• Excellent skills in communication and presentation in Chinese and English ' p$ |. G5 h* j$ K: N
• Experience in delivering client-focused solutions and in creating long-lasting relationships
. c9 ~1 [# w$ V% k9 R9 P+ b, L p" z• A good team player Job Types: Full-time, Permanent
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5 s6 y: h8 m0 c8 ~. q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。
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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.) : |2 V3 x& }! |/ s/ }
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