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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.

Responsibilities
8 E; B7 e* _* @1 k•        Source, build and retain your client base
•        Market yourself and your business to attract new clients
•        Provide client's needs advice based on risk assessment
•        Provide strategic advice across a variety of financial products and services
' H' {) ^( r+ g+ g! o' U•        Provide sound financial advice to help grow your client’s financial portfolio
0 w$ a/ }! C, }# q4 y•        Understanding your individual clients needs to be based on their unique circumstances

Requirements:
•        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.
5 s+ G( I+ }7 y4 y2 c, A# M2 r•        Strong knowledge of financial advice and planning.
' G: ~# ]. J1 |+ Z# V- D6 g, [; g•        Experience in engaging in and securing new business from existing and prospective customers.
, h- X  d+ l1 i% u' w( a•        Expert in general banking services, including detailed knowledge of financial products and services.
! j( P& o; V6 X7 y3 X( f•        Hold or plan to have Life License Qualification Program (LLQP), IFIC or CSC
: A. F! y7 P: B/ T•        This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
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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
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+ |) Q: r1 O. D" w3 rPlease email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
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* D0 D8 [6 b( x# Y5 m5 oTel: 647-628-1819
; b) L5 p0 G+ [% a& o" K6 ^: \2 IAddress: A1-340 Ferrier St. Markham, ON L3R 2Z5
: W6 i0 O  k0 i: i/ Q+ D: g9 M
7 c3 g& J7 P  ]  FFinancial Consultant Trainee
* a% h- P! |) f9 ?& @( ~2 o5 K1 Y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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( Z) y( J$ @/ t( J4 k. C+ l  [4 A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
•根据风险评估提供适合客户需求的建议
•为各类金融产品和服务提出战略性建议
•提供合理的财务建议，帮助客户扩大财务投资组合
/ g9 Y) H6 n8 Y9 D- T% e: }•基于客户的个人情况，了解客户需求

& E! }: p1 _2 G' g! u# ?% _9 n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
•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
•具有良好的销售和金融客户服务能力
, F8 W4 B. ]7 H$ `, f•丰富的财务规划建议
•有开发现有客户和潜在客户新业务的经验和能力
. a& n. h# Q: I8 h•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
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加入我们，体验超多的社交活动，享受专业的职业规划。

+ d$ o6 E1 c; ^4 M$ q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。
; i8 \0 z. I) K% E: S% m- o2 v邮件：ccuehr@ccuefinance.com
: r; J3 ~  n5 u% {0 ?微信：ccuefinancehr
电话：647-628-1819
地址：A1-340 Ferrier St. Markham, ON L3R2Z5