新手上路
- 积分
- 10
- 获赠鲜花
- 858 朵
- 个人财富
- 100 金币
- 注册时间
- 2018-5-23
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We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team. / i h, W7 B5 K7 T6 B8 M4 }' ^
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Responsibilities
4 b9 C! b1 m @. fDevelops 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.
, x! T8 [9 E$ \6 a- S. b8 Y T) p" l- KAnalyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.
& F, ]" l! p3 s6 fPrepares and submits documents to implement plan selected by client.) Q8 p; ^) Z+ \6 W$ w! `' @
Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
2 c. _0 K" q. RRefer client to other establishments to obtain services outlined in financial plan.
+ k% g' w9 \' \. r. gRegistered with professional self-regulatory association and be designated Certified Financial Planner.4 g! X: J; f+ b! G+ O$ Z
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Requirement0 R* t: A, {7 R0 Z' x
Must have at least five years’ experience of holding Life License Qualification Program (LLQP)
, [- G6 u. Q- GBetter to have Canadian Securities Course (CSC).
4 {& H8 T8 Q* B) ^; AMust be registered to sell Mutual Funds (MFDA/AMF).; G# p" A( [- c) V) ^/ K2 j+ ]
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 excellence1 b- \5 n" w9 ~! N# T& {8 X& @: ]
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Preferred: Certified Financial Planner (CFP) designation.! |# _+ C% L- g/ }8 l6 R
Or one of the following:8 f# m6 Z$ M/ `0 V2 I) r
Personal Financial Planner (PFP) designation
' J! @% L! A; J1 _4 aWealth Management Essentials (WME) + Financial Planning Supplement2 u, ^+ ]8 _. q9 M
Professional Financial Planning Course (PFPC)
/ b$ X+ P( T, Z5 P- w; X4 @ jFinancial Planning I & II (FP I & II).; z: }- U( {5 @" n9 k/ G& B
$ T7 o1 I J% @- `- m) k+ y( S4 m; xWe would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted8 K( M5 [+ q5 q, [; u
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
7 u; @/ X- L2 R) u- RE-mail: ccuehr@ccuefinance.com3 b3 Y8 @6 y9 E2 k' ]
Wechat: ccuefinancehr" L% _4 y$ U" G2 f3 s: [/ k
Tel: 647-628-1819
1 N v; o( c; \9 w" ~3 GAddress: A1-340 Ferrier St. Markham, ON L3R 2Z54 u; H$ s+ c. F( Z) t
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发表于 2019-7-2 09:58
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