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Financial Consultant Trainee

We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team.
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Responsibilities
•        Source, build and retain your client base
•        Market yourself and your business to attract new clients
2 p1 M2 H$ e, T2 m1 x  r•        Provide client's needs advice based on risk assessment
•        Provide strategic advice across a variety of financial products and services
, `2 U) P. W  S: _* R" k•        Provide sound financial advice to help grow your client’s financial portfolio
•        Understanding your individual clients needs to be based on their unique circumstances

1 V+ H, D: E2 j8 Y2 |  fRequirements:
' g3 S$ y9 j' 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.
•        Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
' H% ~3 V( X9 K# A9 w' @•        Proven ability in sales and service to financial customers.
•        Strong knowledge of financial advice and planning.
3 Q3 n- N+ V2 a* M/ s•        Experience in engaging in and securing new business from existing and prospective customers.
* a! o/ I& \' \# `0 E•        Expert in general banking services, including detailed knowledge of financial products and services.
3 l  ?& f; d2 [% N# d•        Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
•        This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

. h7 x  Q, K1 U$ d6 e. A, Y6 \Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

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- M; ?+ q# M8 w0 E7 U, `* D* WTel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

& `& i; ^/ |0 t+ E8 Q' iFinancial Consultant Trainee
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
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1 A  w- i5 e& n- e' N) ?4 J" u责任：
# f+ t2 U, v( y1 P•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
$ d2 j4 P( _  c9 L  |•根据风险评估提供适合客户需求的建议
# q& U7 q) ~0 ]+ q  h•为各类金融产品和服务提出战略性建议
2 e1 o/ {9 p# g•提供合理的财务建议，帮助客户扩大财务投资组合
7 Q$ _& |3 y/ v•基于客户的个人情况，了解客户需求

9 M2 j. B, o( Z$ K# M# l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
* x  s' b2 e5 i6 E( \•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
. o7 u) W& V9 P0 J•具有良好的销售和金融客户服务能力
  e: X: p; l+ A. B8 v+ H" g•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
•了解金融产品和金融服务的详细知识
, r. O! Q; A& R# r3 F•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

# Z# e5 A6 y/ G) B0 z" Y# b9 s, F- ~加入我们，体验超多的社交活动，享受专业的职业规划。

+ x3 S3 ]) ]$ b/ _( r+ l9 U, p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。
邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
% l8 v. q# E. z9 P电话：647-628-1819
地址：A1-340 Ferrier St. Markham, ON L3R2Z5
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