【工作职位】：金融公司 Financial Advisor (内部招聘)

【工作地区】：North York

【工作时间】：Monday– Friday 9:00am – 5:30pm

【工资范围】：根据经验面议

【语言要求】：英语流利，国语流利 粤语流利

【职位职责】：

• Answeringand providing financial advice to clients, design and implement effectivefinancial/investment strategies by assessing clients’ financial situations,risk profiles and making most appropriate recommendations
•Contacting existing and potential clients regularly to discover changes intheir financial status or needs
• Having adeep understanding of investment markets
• Managingand updating clients’ portfolios, retaining all transaction records
•Fulfilling all company-established policy obligations
•Supporting marketing initiatives to drive business developments
•Responsible for building strong and long-term relationships with clientsRequirements

【职位要求】：

• LLQP Licensed or CSC
• Proven experience as an insurance sales representative / agent
• Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
• Ability to understand and interpret standard statistical findings
• Excellent skills in communication and presentation in Chinese and English
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• A good team player Job Types: Full-time, Permanent




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[email protected] 并在标题注明约克论坛。

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.)