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的拥有24家不同银行、保险公司和金融机构的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、注册教育储蓄计划和保本基金等。
招聘职位一
Position 1: Financial Advisor
(Life Insurance, Mutual Fund, Mortgage)
Firm: CCUE Finance
Location: Toronto
Deadline: 2017-07- 01
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
Deadline: 2017-07- 01
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
申请方式:
Please send your Resume to
[email protected] ASAP
or You can call the number:
905-477-6466 ext.316 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。