「招贤纳士」金融学生看过来!事事如意金融公司正在招聘!

2017年06月14日 加拿大留学与投资



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。





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