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Financial Consultant Trainee

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.

6 L1 u. U, p: P/ i" F* B% ]Responsibilities
* d7 ?* H% X5 r. P) X' k6 m. R•        Source, build and retain your client base
( y, O, Y" z& S  K. T! _# J; M; g•        Market yourself and your business to attract new clients
•        Provide client's needs advice based on risk assessment
) z$ l$ l8 t1 h! \1 T" C5 J•        Provide strategic advice across a variety of financial products and services
: s& l4 \% Q' Y6 A$ N8 e•        Provide sound financial advice to help grow your client’s financial portfolio
•        Understanding your individual clients needs to be based on their unique circumstances

3 b9 K7 s9 w. U' aRequirements:
2 n+ @' p1 q- o' m  x' F0 r: I•        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.
•        Proven ability in sales and service to financial customers.
•        Strong knowledge of financial advice and planning.
•        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.
# i4 E' |7 X# a( x) ~3 L•        Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
+ c& [3 o6 j& q% `: n•        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
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Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

' a9 B  `2 F5 Q- q' y9 g
Tel: 647-628-1819
+ p" c; }* Y7 _/ ?6 h& yAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
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Financial Consultant Trainee
我们正在寻找充满活力的专业人士，他们有兴趣在金融行业开始自己的职业生涯，通过基于价值的对话和卓越的客户体验来帮助企业成长，希望加入或帮助销售团队。有信心可以每天积极回应客户需求，并帮助团战确定和发展更好的销售机会，建立更多销售渠道
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: x! N5 z( c$ [3 _' u' z责任：
•寻找、建立和扩大你的客户群，可以轻松利用多个社交渠道与客人建立关系
  w* w% Z! l6 k% N0 W% F% U•根据风险评估提供适合客户需求的建议
3 Q5 F5 q. Z! d* X- O" \; B•为各类金融产品和服务提出战略性建议
% {. M1 C0 ^3 ^8 ?•提供合理的财务建议，帮助客户扩大财务投资组合
•基于客户的个人情况，了解客户需求
  b/ W+ x4 c7 w* d& D2 B( {
要求:
•通过对客户需求的深刻理解和对产品和服务的专业知识，能够达到和实现客户的需求，从而更好地满足客户的需求
) d) d$ }/ j% k' n- l9 l% `  l•优秀的人际关系管理技能，以及强烈的服务导向，专注于实现卓越的服务标准
$ }3 V4 Q$ O" [' I2 @! T•具有良好的销售和金融客户服务能力
; @' s6 r9 }5 j: x•丰富的财务规划建议
  H: w/ ^# Q' ]+ l, n•有开发现有客户和潜在客户新业务的经验和能力
•了解金融产品和金融服务的详细知识
•持有或计划持有LLQP、IFIC或CSC证书
•这是一个全职职位，提供有竞争力的福利和薪酬

: Q2 W- S  E& U3 z7 c加入我们，体验超多的社交活动，享受专业的职业规划。
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请发送英文简历到：ccuehr@ccuefinance.com，标注来源网站，我们会尽快与您联系。
邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
电话：647-628-1819
地址：A1-340 Ferrier St. Markham, ON L3R2Z5