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
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
3 Q% W0 Y2 Y% q. L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
0 A- ^$ P, o2 m' l8 }& u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
6 m# }/ X1 e) V: {# i$ X•根据风险评估提供适合客户需求的建议
% j/ x% k$ r9 b2 V2 Z•为各类金融产品和服务提出战略性建议
•提供合理的财务建议，帮助客户扩大财务投资组合
# A- }/ s; N/ a. r3 D5 ^•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
/ x5 l2 e5 a, y•具有良好的销售和金融客户服务能力
2 B8 Y" |$ @! W0 C. F6 T•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
, c9 }; V8 j) u$ Q•了解金融产品和金融服务的详细知识
•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
- S& H, h) b4 N4 f$ R加入我们，体验超多的社交活动，享受专业的职业规划。
" Z3 B( }' n. ?/ s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
3 ^0 ?3 A/ w& B。
邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
电话：647-628-1819
- S* [. @' B. p3 e2 o& d地址：A1-340 Ferrier St. Markham, ON L3R2Z5
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Financial Consultant
We are looking for energetic professionals who are interested in starting a
career in the financial industry, helping the business grow through value-
& Z" D: G2 _, r. w' {based conversations and remarkable customer experience to join our
growing team.
Responsibilities
" \" A$ c' L' `$ q• Source, build and retain your client base
• Market yourself and your business to attract new clients
. B1 e  E; p' g) t* \• Provide client's needs advice based on risk assessment
3 g7 ]" B$ T. x# X• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be based on their unique
! N: z3 R5 [& y" Ocircumstances
# O! H6 @# \5 ^: Z9 ^$ Z* ]Requirements:
/ o0 t+ ^! C% G  i• 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.
0 P, n0 g; S: T• Excellent interpersonal and relationship management skills, as well as strong
service orientation, focused on achieving exceptional service standards.
( P7 K. ~  _9 w- G5 f) l8 S( c• Proven ability in sales and service to financial customers.
• Strong knowledge of financial advice and planning.
5 A. t7 v0 k% n• Experience in engaging in and securing new business from existing and
; l# c6 C0 z* B5 R5 jprospective customers.
• Expert in general banking services, including detailed knowledge of financial
products and services.
& g% p4 X7 ^; E' J/ ~( T' N• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
  t9 ^% c$ q, n& f! ^) P/ G, {• This is a full-time position offering competitive benefits and compensation
; z( N8 {2 z) L, K5 N& ]& P: Ucommensurate with experience and qualifications.
: r! ^5 A4 l0 V' n; `# t5 E) p1 @We would like to thank all applicants for their interest in CCUE FINANCE,
5 r) ]0 ?; ~- t! T5 L4 monly those selected for an interview will be contacted
: l1 ?1 a9 [: x/ l2 EPlease email your recent updated resume to us at
ccuehr@ccuefinance.com, we will contact you soon.

8 t; d! g7 p/ x/ g; O2 M; y6 p, HTel: 647-628-1819

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