【工作职位】:金融公司 Financial Advisor (内部招聘)
( h0 x3 Q( W# Y) I$ ]& ~+ P+ _* l$ l
【工作地区】:North York
( _% y7 q7 s: K/ ]! p W0 M( z/ L/ @: p- L! L
【工作时间】:Monday– Friday 9:00am – 5:30pm
3 S& f: U8 I( D0 G2 q* n& M+ W* j$ P
1 D) g# g ^" v7 [) `/ y2 R9 O【工资范围】:根据经验面议& Y! P5 l! a9 ^3 Z! O8 Q& R
% H3 _5 Q1 L* W3 k; J
【语言要求】:英语流利,国语流利 粤语流利& i* e Y* y! W* T! ^( V/ V
5 d, P9 l( b# S
【职位职责】:' t& s. H3 F& N# j
' p/ ~5 Y) q6 w
• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations
; q* [5 q: ]& ?0 r•Contacting existing and potential clients regularly to discover changes intheir financial status or needs , g. V$ h3 p- J
• Having adeep understanding of investment markets
3 `% |+ E) J G3 G3 M k$ i• Managingand updating clients’ portfolios, retaining all transaction records " g1 f4 {/ R9 `/ o N
•Fulfilling all company-established policy obligations # R& b9 Q5 m* r/ [- s
•Supporting marketing initiatives to drive business developments
9 }5 [( K7 g5 l; \•Responsible for building strong and long-term relationships with clientsRequirements
: U |4 v" _% F% r) U; J4 g. Y6 M) G- w# w2 T2 \! }; }8 Q' U( @8 U
【职位要求】:
8 k" d- m. f! Q3 d( Z: D4 ^1 b* p, J$ D2 g8 }, |1 c: o
• LLQP Licensed or CSC , Q/ H9 V' A7 W7 ^
• Proven experience as an insurance sales representative / agent
- X$ W Y+ f- |2 ]/ d$ k$ g! f• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
/ l, h7 W" o. c- `9 y |) X• Ability to understand and interpret standard statistical findings 7 A1 D1 L4 l. e) f- w, O
• Excellent skills in communication and presentation in Chinese and English ' l( `# d7 B( p2 G# L. e v/ b
• Experience in delivering client-focused solutions and in creating long-lasting relationships " W5 d# E8 q* x) U2 H* }
• A good team player Job Types: Full-time, Permanent 6 v' g, L2 f. Y) P+ H9 m
J) A' f2 L0 g) {9 B/ j, _4 \5 O4 t
$ f3 d' v* x+ b$ J( v) A) N- t3 G8 q4 F1 B2 G" g
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。
% Y3 _/ ~, r7 C
$ H$ n' f" L( M, k7 I9 L
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 V7 J; {0 _7 b |