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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Responsibilities
: o+ Y! N; @5 a1 `( UDevelops 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.$ P/ m. M; V) n4 o: Q
Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.* a! B! B) ]( h3 F
Prepares and submits documents to implement plan selected by client.
0 z6 R- ~$ z* y7 t# bMaintains contact with client to revise plan based on modified needs of client or changes in investment market.+ q5 \5 c6 j4 L/ W1 k3 K: _
Refer client to other establishments to obtain services outlined in financial plan.* f3 s8 K5 y/ I; s2 o, c9 q
Registered with professional self-regulatory association and be designated Certified Financial Planner.- B: `% M3 w# h, o6 r# ?& X& \, j) q
% R, ^- w, Q. K/ c5 c3 a& QRequirement
, F9 X1 J1 L( F3 ZMust have at least five years’ experience of holding Life License Qualification Program (LLQP)( b/ h: A s, D
Better to have Canadian Securities Course (CSC).4 @4 Y7 G: A8 j) X& Y$ z
Must be registered to sell Mutual Funds (MFDA/AMF).: v+ w/ C* ]( n3 E# {" a% o4 {1 W
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$ _& n: j0 Y5 W
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Preferred: Certified Financial Planner (CFP) designation.% H& X/ E) P; M% n
Or one of the following:! V8 A/ L8 h3 y/ v8 H- I8 n7 J* }
Personal Financial Planner (PFP) designation1 b- _7 }( L1 w* f1 a" H
Wealth Management Essentials (WME) + Financial Planning Supplement
7 {# ]3 F3 T8 f, i* wProfessional Financial Planning Course (PFPC)
3 ~* \6 q6 u. g! ^5 ^) }( cFinancial Planning I & II (FP I & II).4 h9 \4 s" P" x! ?$ f1 P
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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 contacted
9 c/ c# N( [3 p" L+ u U5 u( G0 ^Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
' t* w3 Y$ I J7 d! WE-mail: ccuehr@ccuefinance.com& \) v+ L: B P9 M! H. _& H
Wechat: ccuefinancehr
9 Z! z! J6 ?2 }8 ] nTel: 647-628-1819
, m4 X& ?3 L6 s$ n7 qAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
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