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[办公文员招聘] Financial Consultant

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发表于 2019-2-16 10:19:28 | 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】[ 未知 ]
【雇主描述】CCUE Finance
【所在地区】万锦

查看地图,确定具体方位

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【招聘人数】[ 若干 ]
【工作地点】A1 - 340 Ferrier St
【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
                       

                        Financial Consultant

We are looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant.  

Responsibilities
        Source, build and retain your client base
        Market yourself and your business to attract new clients
        Provide insurance needs advice based on risk assessment
        Provide strategic advice across a variety of financial products and services
        Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long-Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
        Understanding your individual clients needs to be based on their unique circumstances

Requirements:
        Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
        Excellent interpersonal and relationship management skills, as well as strong service orientation, focused on achieving exceptional service standards.
        Undergraduate degree or diploma in Business Administration with one to three years of relevant experience in a financial institution or equivalent combination of training and experience.
        Proven ability in sales and service to financial customers.        Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
        Experience in engaging in and securing new business from existing and prospective customers.
        Expert in general banking services, including detailed knowledge of financial products and services.
        Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
        This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

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.
                                               
                其他信息
               
【发布时间】2月14日 18:00【有效期】一周
               
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