急招！金融顾问

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【工作职位】：金融公司 Financial Advisor (内部招聘)
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! |5 e+ P" k$ }& R9 p+ a【工作地区】：North York
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【工作时间】：Monday– Friday 9:00am – 5:30pm

【工资范围】：根据经验面议

( _% y0 F. ]. z' Q: {【语言要求】：英语流利，国语流利 粤语流利

3 a, U/ F& c1 w- H2 y! b【职位职责】：
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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

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•Contacting existing and potential clients regularly to discover changes intheir financial status or needs

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• Having adeep understanding of investment markets

• Managingand updating clients’ portfolios, retaining all transaction records

•Fulfilling all company-established policy obligations

•Supporting marketing initiatives to drive business developments

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•Responsible for building strong and long-term relationships with clientsRequirements

【职位要求】：

• LLQP Licensed or CSC

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• Proven experience as an insurance sales representative / agent

• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint

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• Ability to understand and interpret standard statistical findings

• Excellent skills in communication and presentation in Chinese and English

• Experience in delivering client-focused solutions and in creating long-lasting relationships

• 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.)

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