【工作职位】:金融公司 Financial Advisor (内部招聘)4 C0 C1 K8 A2 a& b& B' @
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【工作地区】:North York9 O( \, H" L* Y" M
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【工作时间】:Monday– Friday 9:00am – 5:30pm8 {( d7 V- D" f, O/ ]8 C
, f, N" W+ W3 P% _【工资范围】:根据经验面议& A, Z- L: B$ @% \) R
6 S; G$ h6 L- N" k" x【语言要求】:英语流利,国语流利 粤语流利6 f, A0 T8 d4 S& O# W
$ k4 P# r8 I' o+ a" A【职位职责】:% Y2 }+ f$ `: s, c- m+ a$ q
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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
& }; K" ?: }' j•Contacting existing and potential clients regularly to discover changes intheir financial status or needs 9 K, R6 z& _4 a* Z, G
• Having adeep understanding of investment markets 6 `( a1 _" k% Y; n' d- ?
• Managingand updating clients’ portfolios, retaining all transaction records
( G( o9 L3 }* d, `0 x9 V•Fulfilling all company-established policy obligations
4 q5 V* g# W. N•Supporting marketing initiatives to drive business developments
3 B2 A0 p5 Q7 @+ E2 V Z•Responsible for building strong and long-term relationships with clientsRequirements
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【职位要求】:
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• LLQP Licensed or CSC
& V5 u* a* l9 G• Proven experience as an insurance sales representative / agent 2 M i$ r; M9 Z3 b# n( I- S( k
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
* ~* ^; B2 A$ f b/ x R• Ability to understand and interpret standard statistical findings / n8 ?& I& `9 n0 Y G0 e2 o9 C5 l
• Excellent skills in communication and presentation in Chinese and English
6 d) v1 E& H' P4 S4 q4 w• Experience in delivering client-focused solutions and in creating long-lasting relationships ! u* g5 G8 X7 c
• A good team player Job Types: Full-time, Permanent
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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.) 7 a" M# W; D% b8 Y
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