【工作职位】:金融公司 Financial Advisor (内部招聘)
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【工作地区】:North York2 `- d$ g' [0 ~" X8 b$ N; w! d
- o% c. R$ b9 m7 P3 i; ^* J【工作时间】:Monday– Friday 9:00am – 5:30pm2 |4 ?0 E: X/ |6 ]! Z6 G
$ i& y8 C; x" w6 C. K3 u4 Q【工资范围】:根据经验面议7 L9 D5 K' h" E! j
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【语言要求】:英语流利,国语流利 粤语流利0 u* j. n! f/ u% h% G
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【职位职责】:5 x$ S9 J- A3 h0 }
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• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations " A) W$ O- z9 ^( f; x7 j z# t
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs ' T! _: x1 F5 S2 E& c
• Having adeep understanding of investment markets & s2 n) K4 X0 J) R/ Y
• Managingand updating clients’ portfolios, retaining all transaction records 5 d7 |. l9 {6 `1 t5 Q
•Fulfilling all company-established policy obligations
$ A; p) [9 w9 P$ g•Supporting marketing initiatives to drive business developments
6 t" C+ |) s, q. k•Responsible for building strong and long-term relationships with clientsRequirements 4 X. R5 P8 d Z2 t; S8 l
/ ], c3 P& B( m1 L* H4 O) V$ G【职位要求】:
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• LLQP Licensed or CSC ( u6 v7 W% j$ A! j* X/ Z
• Proven experience as an insurance sales representative / agent ; F1 G( ~0 G; f- p1 R
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint + M0 V; r( M, u( n- H6 h! G# F) e
• Ability to understand and interpret standard statistical findings M( q, m6 A, W" D. [
• Excellent skills in communication and presentation in Chinese and English
* f) @2 Q9 V4 S9 w/ o' i• Experience in delivering client-focused solutions and in creating long-lasting relationships
( u$ c5 [( J d5 Z y• A good team player Job Types: Full-time, Permanent
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I5 R+ P4 i+ ?- O2 B6 m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.)
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