金融公司诚聘实习生 坐标多伦多Markham

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Financial Consultant
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
9 k% T! E, T* I1 {3 k' a3 s$ J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
1 r5 l: l" l* v( V6 u  I: D6 T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
: K* C) n+ _$ p1 `责任：
% t" M* D/ I0 ?3 [7 r0 D3 z•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
2 E6 y% ^5 r3 o; L5 C  R! A•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:
•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
•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
/ a8 m* e: v. h! L3 ?9 q" z9 \•具有良好的销售和金融客户服务能力
/ C, \$ s( _+ |5 q# a•丰富的财务规划建议
1 _! H! F4 j( h$ m( P+ J•有开发现有客户和潜在客户新业务的经验和能力
2 e6 D- K$ D# T7 a3 ]•了解金融产品和金融服务的详细知识
8 x: e& [+ u/ g, e9 R4 S•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
. h3 }' m" n5 B加入我们，体验超多的社交活动，享受专业的职业规划。
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
。
* }1 t: J/ \5 O- r2 \邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
$ q9 J& F  g& r! E2 ?电话：647-628-1819
" ^9 N; P8 Q& B地址：A1-340 Ferrier St. Markham, ON L3R2Z5

& S5 R% S! x+ Q% mFinancial Consultant
& T( p7 ]6 e: zWe 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.
( c6 Y- q' W/ A* T- H2 FResponsibilities
• Source, build and retain your client base
' l$ ?; W9 ?, s. H# f. M+ M6 l• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
! ]5 F: s1 `4 Y( r  [# _+ }; S, [• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
' v$ z( W3 v; a3 u& H& ?1 s• Understanding your individual clients needs to be based on their unique
/ N; `! ~( y: q8 y1 Bcircumstances
Requirements:
• Experienced in proactively identifying and executing ways that customers’
' K# O8 O% b+ a% I/ A6 Cneeds can be better met through a strong understanding of their requirements
  T' w# H  g! ^. K2 _. [% Jand expert knowledge of products and services.
( r1 w' Q8 D! y" ]: a- @% P! N( Z• Excellent interpersonal and relationship management skills, as well as strong
service orientation, focused on achieving exceptional service standards.
( q% i7 E' w8 v, r4 u• 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
- v) b8 s) t7 E: B9 E; Uprospective customers.
• Expert in general banking services, including detailed knowledge of financial
- B1 S" v( d1 Dproducts and services.
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
4 ^5 ?/ Z3 B9 p/ x& t9 V5 G• This is a full-time position offering competitive benefits and compensation
- H5 c5 a8 T0 K0 O5 R' qcommensurate with experience and qualifications.
1 B. e; F& ~  AWe would like to thank all applicants for their interest in CCUE FINANCE,
1 D. G. x2 q7 i7 }8 @only those selected for an interview will be contacted
Please email your recent updated resume to us at
! n+ K5 |- P* Tccuehr@ccuefinance.com, we will contact you soon.
: m8 z: ?) o: s9 n
9 D: X) M! j3 b2 q3 {. {& [Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1 x1 k5 N, S  n$ \& I: p' t