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[办公文员招聘] Senior Financial Planner

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发表于 2018-10-16 09:56:41 | 显示全部楼层 |阅读模式
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                信息概要
               
【信息类别】雇主招聘【职业分类】办公文员

【职位概况】全职 - 长期工 - 白班
【大致薪水】[ 面议 ]【上班日期】[ 立即 ]
【雇主描述】CCUE Finance
【所在地区】万锦

查看地图,确定具体方位

查看地图,确定具体方位
【招聘人数】[ 若干 ]
【工作地点】A1 - 340 Ferrier St, Markham
【可否学生】欢迎学生
【语言要求】英语流利
【其他要求】相关经验
               
                联络信息
               
【联 系 人】CCUE金融

【联系电话】647-628-1819【电子邮件】[ 未提供 ]
【其他电话】[ 未提供 ]【传真电话】[ 未提供 ]
               
                        详细介绍
                       

                        Senior Financial Planner

Responsibilities
•        Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
•        Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.
•        Prepares and submits documents to implement plan selected by client.
•        Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
•        Refer client to other establishments to obtain services outlined in financial plan.
•        Registered with professional self-regulatory association and be designated Certified Financial Planner.

Requirement
•        Must have at least five years’ experience of holding Life License Qualification Program (LLQP)
•        Better to have Canadian Securities Course (CSC).
•        Must be registered to sell Mutual Funds (MFDA/AMF).
•        Financial Planning Accreditations/Designations are preferred, however, we may be willing to train high potential candidates with a demonstrated track record of sales and customer service excellence

Preferred: Certified Financial Planner (CFP) designation.
Or one of the following:
•        Personal Financial Planner (PFP) designation
•        Wealth Management Essentials (WME) + Financial Planning Supplement
•        Professional Financial Planning Course (PFPC)
•        Financial Planning I & II (FP I & II).

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
                                               
                其他信息
               
【发布时间】10月15日 13:18【有效期】一周
               
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