你是否即将毕业，
却还在给自己定下一个目标？
你是否已经毕业，
却还在为自己的前景感到忧虑？
你是否是留学生。
却还在为自己的身份担忧？
你是否已经步入职场，
却为疲惫于每天单一的工作?
招聘！招聘！招聘！
重要的事情说三遍！
关于我们
事事如意金融是一家大型，拥有24家不同银行，保险公司，金融机构的MGA代理，是加拿大财富积累、税务规划及遗产策划的综合性理财企业。
提供房贷、保险、基金、税务等全方位, 一站式的理财服务。 业务涵盖房屋贷款、注册退休储蓄计划,、互惠基金、劳工基金、注册教育储蓄计划、保本基金等。
招聘职位一
Position 1: Financial Advisor
(Life Insurance, Mutual Fund)
Firm: CCUE Finance
Location: Toronto
Job description:
• Provide objective financial advice to clients with complex investment/risk needs
• Proactively sell financial solutions that meet clients’ needs as identified through the financial planning process
• Provide financial stewardship to customers regarding their personal portfolio performance and the market outlook and achieve customer loyalty
• Utilize appropriate opportunity management techniques to increase profit of the portfolio and minimize risks
• Strong communicator, easily building professional relationships with an eagerness to work with customers on a daily basis, providing sound financial advice as it relates to their Investments and Borrowing/Insurance needs.
• Highly organized and results oriented with demonstrated flexibility in adapting to a constantly changing environment.
• Strong personal ethics
Job Requirements:
• College or University diploma/degree.
• Demonstrated attention to detail and ability to produce accurate work
• Excellent interpersonal, communication and consulting skills
• Strong financial product knowledge and willing to obtain a license to sell mutual funds is plus.
• CSC, LLQP would be considered an asset but not required.
招聘职位二
Position 2: CSC Training Instructor
Firm: CCUE Finance
Location: Toronto
Job Requirements:
• MUST have CSC® designation
• Should have Certified Financial Planner (CFP) designation
• Have at least 3-4 years of experience in the financial industry (i.e. Licensed mutual representative, full-service investment advisor, discount brokerage investment representative, bank and trust officer, financial planner, mutual fund representative or portfolio manager)
• Have a great understanding of Canadian financial industry
• Strong communication in English and Mandarin
• Prior teaching experience is an asset
• Have a Canadian Securities Course curriculum ready for our review
Please send your Resume to
[email protected] ASAP
or You can call the number:
905-305-3199, or add Wechat for more details
Job position should be added into the part of the subject. The selected candidates will beinformed about more details.
我们公司的优势
For 毕业生：
1. 我们公司是一家大型的， 拥有24家不同银行，保险公司，金融机构的代理，真正做到根据客户需求做财务规划。
2. 我们公司有强大的客户基础。
3. 工作职位符合移民要求。
For 在校 part time学生：
1. 可以在你毕业后从part-time转成Full-time，毕业后配合留学生移民。
2. 可以提供reference letter。
3. Sales 的experience让你在同样的毕业生中脱颖而出，对毕业后申请银行工作有很大帮助。
4. 公司提供免费CSC和LLQP的培训 ，帮助你在短时间内考出证书。
欢迎你的加入
担心没有Financial Advisor经验？
没关系，
我们公司能提供一个平台让你施展自己！
担心没有LLQP和CSC证书？
没关系，
我们公司能给你提供免费培训，帮助你短时间内考出证书！
担心毕业后找的工作不能移民?
没关系，
我们的工作职位符合移民要求！
欢迎想移民的毕业学生，在校co-op 学生，金融职场老手加入我们 CCUE Finance 茁壮成长的大家庭中。
