Financial Advisor (Must Speak Chinese)
CCUE Finance
Markham, Ontario, Canada
1d ago
source : Glassdoor, Inc.

CCUE FINANCE has been operated in the GTA area in 2016, associated with 24 insurances & banking institutes, dedicated to providing financial service to the new immigrants.

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.

  • Must Speak Chinese
  • Financial Advisor (Must Speak Chinese)

    Responsibility :

  • Source, build and retain your client base
  • Market yourself and your business to attract new clients
  • Educating our customers, provide insurance needs advice based on risk assessment
  • Provide strategic advice across a variety of financial products and services
  • Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long-Term Care Insurance.
  • Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).

  • Understanding of your individual clients needs based on their unique circumstances
  • Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
  • Other duties as assigned.
  • Requirement :

  • 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 a strong service orientation, focused on achieving exceptional service standards.
  • Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
  • Proven ability in sales and service to financial customers.
  • Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
  • Experience in engaging in and securing new business from existing and prospective customers.
  • Expert in general banking services, including detailed knowledge of financial products and services.
  • Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
  • This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

    For Capturing our business expansion in 2020 and afterward, we are also expanding our business operation in different position, such as :

  • Marketing Planner
  • Data Analyst
  • Office Administrator - General office positions
  • Customer Service Representative
  • Financial Analyst
  • We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

    Please email your recent updated resume to us at ccuehr , we will contact you soon.

    E-mail : ccuehr

    Wechat : ccuefinancehr

    Tel : 647-628-1819

    Address : A1-340 Ferrier St. Markham, ON L3R 2Z5

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