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Financial Consultant
  X# f- E: \7 y, b& }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
: e$ x4 I$ k  n  e7 f销售渠道
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
•根据风险评估提供适合客户需求的建议
+ h) S& j% s+ l; w" g6 `•为各类金融产品和服务提出战略性建议
, W7 |* @7 H' v. i* x7 w- o- e# D2 U7 w•提供合理的财务建议，帮助客户扩大财务投资组合
•基于客户的个人情况，了解客户需求
' W1 c2 D& J2 M& G  O7 M. b& g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
9 G) @4 ]1 A+ A: Q+ \, e. H，从而更好地满足客户的需求
3 X( S, ]) d& p•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
# U# l' b7 n/ E& g$ ^; w; G0 n•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
9 k1 C. {* f* e" N0 a8 j•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
•持有或计划持有LLQP、IFIC或CSC证书
7 b  B/ j* q" ~6 Y+ _& R•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。
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
# b# o* D- N+ o' m* [& j9 |! `& l。
: s9 I, M  ^2 P9 ?, K邮件：ccuehr@ccuefinance.com
$ r5 i" _3 n$ T. X- N5 Q微信：ccuefinancehr
电话：647-628-1819
. F" T  D8 t# \; F% z2 @地址：A1-340 Ferrier St. Markham, ON L3R2Z5
9 p8 l% y5 G7 d4 }: q% y
; A! i2 y! i7 z" ^% mFinancial Consultant
We are looking for energetic professionals who are interested in starting a
' l3 H( G- S: U( U/ P8 Ecareer in the financial industry, helping the business grow through value-
2 T& ?. m# k; H/ x) Rbased conversations and remarkable customer experience to join our
. |6 _9 s# [: ngrowing team.
Responsibilities
, K8 x2 h: S& P8 I# g2 f' }• Source, build and retain your client base
• Market yourself and your business to attract new clients
& Y, R; X2 d2 a• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
  R# q2 T" I% l  g$ g7 F$ ?4 V2 L  p! |• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be based on their unique
0 {2 o( r% P7 |) L- o* Z6 h! S# scircumstances
; _2 L0 m# @0 }" v0 hRequirements:
+ H/ A. w$ W& ^, d• Experienced in proactively identifying and executing ways that customers’
needs can be better met through a strong understanding of their requirements
! |' s! E) H4 O$ d! Aand expert knowledge of products and services.
8 \; b& q$ l% S) w• Excellent interpersonal and relationship management skills, as well as strong
3 m) P* X2 J( L( b% w" Y% k- P* N$ yservice orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
: o( N/ M$ X6 l" Y& `1 Y1 K, N• Strong knowledge of financial advice and planning.
7 S9 h" L! Y3 Q* Y# Q• Experience in engaging in and securing new business from existing and
prospective customers.
5 U3 W- K' @( y  x0 I" r• Expert in general banking services, including detailed knowledge of financial
; ~/ l( A( _& n* m0 x7 x, Wproducts and services.
• Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
• This is a full-time position offering competitive benefits and compensation
- V7 e8 V# M6 b3 K7 [4 Q/ u0 y0 kcommensurate with experience and qualifications.
0 U) x& C1 b. }4 {2 [0 j( PWe would like to thank all applicants for their interest in CCUE FINANCE,
only those selected for an interview will be contacted
2 C0 K3 k7 }. e% N7 {; a8 I- o! pPlease email your recent updated resume to us at
  ~5 Z' f7 \) g& o: Qccuehr@ccuefinance.com, we will contact you soon.
0 G9 O$ f; v5 m# V, b
& a4 d" [8 T- i" }% F, xTel: 647-628-1819
# o# h- s, |- E& ?1 q
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5