CCUE Finance 事事如意金融致力于为加拿大华人提供“深度综合投资理财”咨询，提供人寿保险，房产，基金，税务等全方位理财服务.


Job Description
For candidate who doesn’t have the LLQP or CSC License, our company will provide training and support.
Responsibilities:
· Answering and providing financial advice to clients, design and implement effective financial/investment strategies by assessing clients’ financial situations, risk profiles and making most appropriate recommendations
· Contacting existing and potential clients regularly to discover changes in their financial status or needs
· Having a deep understanding of investment markets
· Managing and updating clients’ portfolios, retaining all transaction records
· Fulfilling all company-established policy obligations
· Supporting marketing initiatives to drive business developments
· Responsible for building strong and long-term relationships with clients
Requirements
· LLQP Licensed or CSC
· Proven experience as an insurance sales representative / agent
· Good Computer Skills, such as Microsoft Word, Excel and PowerPoint
· Ability to understand and interpret standard statistical findings
· Excellent skills in communication and presentation in Chinese and English
· Experience in delivering client-focused solutions and in creating long-lasting relationships
· A good team player
Job Types: Full-time, Permanent

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