【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
- p7 G; J7 m1 Q. b; t4 p% Q•Contacting existing and potential clients regularly to discover changes intheir financial status or needs
' m+ c, W( ]; _) Y! n• Having adeep understanding of investment markets " I: ]! u" V: f! w; {! Q& h
• Managingand updating clients’ portfolios, retaining all transaction records
9 S' _# y8 Y: z$ e•Fulfilling all company-established policy obligations 3 J+ R0 j! M. v( w3 ?5 B$ \
•Supporting marketing initiatives to drive business developments
0 ^" q( Y6 f, z: a4 W•Responsible for building strong and long-term relationships with clientsRequirements ], F: R$ ^" B- L9 I
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【职位要求】:
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8 h5 Y! a; V2 H1 u4 m• LLQP Licensed or CSC : |; h# y* I; A) J+ v: V) W
• Proven experience as an insurance sales representative / agent
6 S: J: o+ R1 p1 N8 G• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
3 |, u, F# j. p& Y% p3 @• Ability to understand and interpret standard statistical findings 9 L0 K) N1 R( ?; w
• Excellent skills in communication and presentation in Chinese and English
: y( p0 H7 Z- g• Experience in delivering client-focused solutions and in creating long-lasting relationships
& C3 `8 J3 f. l. {$ I" M• 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。 + a$ U: D2 q1 h
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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.) 4 i! X% }) x" S! s8 l+ c
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