CCUE FINANCE 招聘 Senior Financial Planner

ccuefinance

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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
* h* k- c& `  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.
Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.
Prepares and submits documents to implement plan selected by client.
Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
Refer client to other establishments to obtain services outlined in financial plan.
Registered with professional self-regulatory association and be designated Certified Financial Planner.
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- D7 A" L( M, g1 f+ eRequirement
9 I; v0 P- e3 L5 j6 ZMust have at least five years’ experience of holding Life License Qualification Program (LLQP)
! r* w4 }" {' V0 e( y$ h3 kBetter to have Canadian Securities Course (CSC).
Must be registered to sell Mutual Funds (MFDA/AMF).
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

Preferred: Certified Financial Planner (CFP) designation.
/ W2 ?$ i6 t/ g) ]/ Y0 A) e3 KOr one of the following:
Personal Financial Planner (PFP) designation
Wealth Management Essentials (WME) + Financial Planning Supplement
1 r1 J6 B; ^) _Professional Financial Planning Course (PFPC)
; x* s+ X6 U3 |( ^, ~: pFinancial Planning I & II (FP I & II).

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
8 K) Z3 t) `/ Y5 X& ^! yPlease email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
9 @5 }; |! k2 Z5 \: T$ p* m# dE-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
- O5 v6 @6 x' H! d: @Tel: 647-628-1819
! }; m. K" P" d8 N  d9 mAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
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