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.
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" Y" Q0 b$ \! |* k4 K1 EResponsibilities! x. H( G/ \! e: [
Develops 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.4 F, v) P1 P( c( j
Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.! z9 B% q/ {; @* O! R
Prepares and submits documents to implement plan selected by client.1 Z& V2 Q/ e- F
Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
+ t5 k; @; T' o/ F6 f- pRefer client to other establishments to obtain services outlined in financial plan.
$ r" m& Q8 I! T- \Registered with professional self-regulatory association and be designated Certified Financial Planner.
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* f7 O( M! Q6 B& W/ y% x/ z! w$ u, URequirement
& D1 g& f5 ~2 wMust have at least five years’ experience of holding Life License Qualification Program (LLQP)6 T- M3 C1 k6 q/ S/ {! O3 O6 m
Better to have Canadian Securities Course (CSC).- q$ z3 v ]" I! P4 h
Must be registered to sell Mutual Funds (MFDA/AMF).! [( f c% o/ n% d9 T
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 excellence
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# t6 |) j. {2 B% _/ N6 {- w" a2 XPreferred: Certified Financial Planner (CFP) designation.
: k) r$ [8 l( m9 tOr one of the following:
& H T' L, p# NPersonal Financial Planner (PFP) designation8 F' _( e! R1 g M: P/ q
Wealth Management Essentials (WME) + Financial Planning Supplement! N* b! {# F- y9 c# l# E0 H
Professional Financial Planning Course (PFPC)
/ z8 F* Z. G, I! w; o0 B3 |; c5 L! DFinancial Planning I & II (FP I & II).3 b5 i6 f1 R# G6 a
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We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted5 a+ X& {* i! E- K
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
8 i0 K- w$ b' ?4 I5 jE-mail: ccuehr@ccuefinance.com+ G {2 F7 S/ k
Wechat: ccuefinancehr- W9 E% D+ k8 l' P# \
Tel: 647-628-1819# y1 e9 y# ]' A
Address: A1-340 Ferrier St. Markham, ON L3R 2Z57 ?+ h: A1 S. O! }* K% B
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