【工作职位】:金融公司 Financial Advisor (内部招聘)
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【工作地区】:North York( T, j5 ~: Y) _( t3 |
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【工作时间】:Monday– Friday 9:00am – 5:30pm
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【工资范围】:根据经验面议
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【语言要求】:英语流利,国语流利 粤语流利
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/ w3 i5 o$ ]3 \2 T4 {【职位职责】:: T4 L1 _# k# c( k$ g1 n
. P9 i4 t( ?7 X+ y/ O• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations 0 n) o7 J* Q# X. ]8 g- K
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs + h9 i; T( o2 z! d4 N
• Having adeep understanding of investment markets
% V3 d# o; i7 ]1 X B& `" v3 M• Managingand updating clients’ portfolios, retaining all transaction records
( r. e/ B! Y6 m) o1 t4 J( {' K•Fulfilling all company-established policy obligations
R' H/ y" q# o$ m" f•Supporting marketing initiatives to drive business developments
3 |; U# a" J8 n/ P/ B3 }•Responsible for building strong and long-term relationships with clientsRequirements
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1 p U3 S8 u) p/ V$ S" e$ p【职位要求】:/ ?" _ u( n& {& v' e2 j
9 \* d7 T; `) u) y• LLQP Licensed or CSC $ N6 v: [. b' ^- T- a
• Proven experience as an insurance sales representative / agent $ W% J2 h) S/ d5 r7 V) W
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
2 H0 p1 @4 m' E+ w6 n) o/ r0 @• Ability to understand and interpret standard statistical findings 3 m4 m# ^0 |1 q3 N
• Excellent skills in communication and presentation in Chinese and English ( G+ J! c# F+ a( }; H4 j
• Experience in delivering client-focused solutions and in creating long-lasting relationships 4 c7 C* P6 @7 z5 B4 L: l
• 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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