招聘职位一：理财服务代表 -全职(remote)需要： 英文好- 6年以上加拿大保险，基金或理财规划经验 - 保险和互惠基金双牌照What you will do• Proactively contact clients and answer inbound inquiries.• Provide advice and account / policy maintenance services using appropriate planning processes.• Maintain a compliant practice.• Improve client engagement in pursuit of the Centre’s overall business development objectives.• Promote client portals & e-delivery options for statements, confirmations & marketing communications.• Provide input to inform continuous refinement of the business model.• Keep marketing and business development plans current and up to date.• Gather and analyze customer insights, make adjustments to program objectives and delivery as required according to new unmet customer needs.What you will bring• 6-10 years’ experience in the financial insurance industry, Canadian banking, insurance, and / or financial advice channels with a specific emphasis on investment fund products and services.• Acquisition of strong knowledge of savings, investment and insurance products / services and financial planning concepts and an understanding of the regulatory climate.• Post-secondary degree or equivalent work experience.• Customer service focus.• Strong financial planning skills.• Excellent verbal and written communication skills, Chinese Mandarin would be considered an asset.• Well-developed presentation skills.• Excellent organizational and time management skills.• Quick thinking and innovative.• Valid mutual fund registration required• Valid life insurance license (LLQP) required• Working towards or completion of relevant certificate, diploma, or designation programs such as Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®) designations. Canadian Securities Course (CSC) / Canadian Investments Funds Course (CIFC).• Sound working knowledge of MS Office products, Investment Centre, Salesforce.招聘职位二：理财保障顾问 （自雇，佣金）需要：移民或公民 - 销售或金融服务业经验 - 人际交往和沟通能力被甄选的求职者公司会提供系统正规的牌照学习课程，业务培训和职业发展支持！灵活的工作时间，完善的新人培育体系，无限的收入可能，一份属于你自己的事业！加拿大人寿（Canada Life Assurance Company）是加拿大保险业巨头之一，有着170多年的历史，世界500强和上市公司背景，为超过1/3的加拿大人提供各种金融财务服务。连年被福布斯和其他评选机构评选为 “加拿大最佳雇主企业” 和 “加拿大Top100雇主”，并被Brand Finance评选为加拿大最具价值的前5大品牌。欢迎您直接发送简历至: AdvisorCareers@canadalife.com 并注明所申请职位、期望申请的城市及省份、信息来源、移民或公民否。关于招聘相关问题欢迎致电905.475.0122 分机6391并留言 （疫情期间work from home 邮件联系较好）欢迎关注并了解更多关于我们的信息：https://www.canadalife.com/advisorcareershttps://ca.linkedin.com/company/canada-lifehttps://www.facebook.com/CanadaLifeCo/https://www.youtube.com/user/canadalifecahttps://www.instagram.com/canadalifeco/https://twitter.com/canadalifeco?lang=en有社会价值和社会责任的加拿大百年企业，175年历史，您的无二之选！加拿大人寿175周年https://play.vidyard.com/ceJTLUxo3taZphdHnAgNpA.html?http://mpvideo.qpic.cn/0b2e2maamaaacaahvubewnrvbu6da3jqabqa.f10002.mp4?dis_k=aa6ee94480e2135c4e4be7810926fe18&dis_t=1668010780&vid=wxv_2579385363916374017&format_id=10002&support_redirect=0&mmversion=false与加拿大人寿合作，可以说中文的产品销售支持团队为您服务 https://share.vidyard.com/watch/e6KMJ7Wmn73aGTdxTW2pff