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
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
, T/ G$ ^& i; A; g& F- w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
8 k4 t* @8 {5 A/ E) C' Q•根据风险评估提供适合客户需求的建议
) }% O1 Z. p; v* k. R. ]•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
. x6 n8 `( H2 a! a•基于客户的个人情况，了解客户需求
* g+ q) Q. d$ a要求:
: `  n5 |4 P- p4 [•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
8 E: k' @4 {9 A2 j- k•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
•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
" [0 q3 V5 k  V2 Z9 T; ~$ B•了解金融产品和金融服务的详细知识
5 ~5 q; D# Z' O* A•持有或计划持有LLQP、IFIC或CSC证书
) d" F; |+ E" [( @6 p  b$ L•这是一个全职职位，提供有竞争力的福利和薪酬
加入我们，体验超多的社交活动，享受专业的职业规划。
9 \9 b, ]# d1 P7 N. _7 u8 o# N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
。
6 p) b/ {3 j, t, V邮件：ccuehr@ccuefinance.com
; x8 @$ m& t, O1 v& G微信：ccuefinancehr
3 S2 i$ j3 e9 ^/ [& P电话：647-628-1819
" R6 o8 o, B" J$ O$ U4 Z地址：A1-340 Ferrier St. Markham, ON L3R2Z5

% w* f7 `' k6 ~* }" x' U# J; s. vFinancial Consultant
We are looking for energetic professionals who are interested in starting a
, D2 u9 f& F7 D& Jcareer in the financial industry, helping the business grow through value-
based conversations and remarkable customer experience to join our
$ |! y$ t$ b: }* d5 |growing team.
+ y7 c1 @) G3 k7 v8 {Responsibilities
! R! F0 a; l6 ~9 c8 E• Source, build and retain your client base
• Market yourself and your business to attract new clients
) I8 B1 r7 d5 l$ W7 _• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
6 F, Y  X4 z5 I5 n& l& B• Understanding your individual clients needs to be based on their unique
# x$ s& U: p& _  z- u6 v  \8 O# Icircumstances
Requirements:
; l  J* S+ O; s. a. s• Experienced in proactively identifying and executing ways that customers’
/ d' ~8 j# I0 U! nneeds can be better met through a strong understanding of their requirements
and expert knowledge of products and services.
3 e3 i  j* F! y• Excellent interpersonal and relationship management skills, as well as strong
; m3 D$ ?# A% J& Z5 @+ y. sservice orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
• Strong knowledge of financial advice and planning.
7 |2 `' i3 n( |8 |! ?" G5 J: J• Experience in engaging in and securing new business from existing and
prospective customers.
) d: E  n' k/ S# m" w  q5 w• Expert in general banking services, including detailed knowledge of financial
" q# H+ j/ F2 G9 Q0 q0 g& \products and services.
  V0 C8 _' S$ Z+ S) j9 H• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
3 s; o5 w  Q7 A0 z• This is a full-time position offering competitive benefits and compensation
commensurate with experience and qualifications.
; F( |  \6 ^0 _0 v/ ?# VWe would like to thank all applicants for their interest in CCUE FINANCE,
# H; ^+ u* }( Monly those selected for an interview will be contacted
* }- m( Q$ @/ m  K) r( YPlease email your recent updated resume to us at
, k, r% U4 }, Pccuehr@ccuefinance.com, we will contact you soon.

% j+ d" m% v2 @4 w* ~Tel: 647-628-1819

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