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2020-6-23
发表于 2021-5-13 09:42 | 显示全部楼层 |阅读模式
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【工作职位】:金融公司 Financial Advisor (内部招聘)8 S5 m7 S4 Y  }6 I0 ?

) X6 w5 N* A/ ~$ _. U+ g【工作地区】:North York
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【工作时间】:Monday– Friday 9:00am – 5:30pm# v/ X0 @: G8 X5 Q7 `" ?

5 s" w' ]& G, |( e- i. d$ n+ g, g【工资范围】:根据经验面议: M4 `% _5 ?% ~5 ]* @9 L0 E: U
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【语言要求】:英语流利,国语流利 粤语流利
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【职位职责】:! W  i" S6 c, _) _3 S2 b( _6 ?
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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
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• Managingand updating clients’ portfolios, retaining all transaction records

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•Fulfilling all company-established policy obligations
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•Supporting marketing initiatives to drive business developments

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•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
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• Proven experience as an insurance sales representative / agent

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

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• Ability to understand and interpret standard statistical findings
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• Excellent skills in communication and presentation in Chinese and English

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

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• 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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