蒙城华人网

标题: 招聘全职保险理财实习生，底薪+佣金 [打印本页]

---

作者: aaaas12    时间: 2024-9-4 09:40
标题: 招聘全职保险理财实习生，底薪+佣金


加拿大老牌保险理财经纪公司MGA，招聘保险理财实习生，开发魁北克亚洲市场。
工作职责：

/ _) b* z& s' E9 o* i
0 u, y4 e+ s8 q

• 为客户订制适合客户自身的家庭理财保障规划；
• 为客户提供全面的财务和税务规划服务；
• 协助客户申请各种政府福利，并提供省税延税策略；
• 管理客户的投资理财账户，包括账户的开设和后续管理。
  

- G# G0 k9 V# C. W

! j/ m* i3 b2 `$ t7 ]/ x0 w

要求：

• 考取魁北克AMF颁发的保险理财牌照，公司可以为新人提供考牌辅导。
• 普通话或者广东话流利; 基础的英语或者法语水平（可以通过牌照考试）
• 热爱销售行业，喜欢竞争有挑战的工作。
• 有高度同理心，乐于助人，喜欢交朋友且善于沟通和解决问题。
• 有意愿打破舒适圈，创造财富。
• 持有PR或者公民。
  

- T  X' G# y) C: `# I
* [8 H5 Z  E4 o公司提供：
3 o- o& P' F+ m1 D

• 公司提供魁北克理财牌照考试辅导，考牌奖励津贴，全职底薪，帮助新人获得北美金融行业敲门。
• 公司提供完善的新人培训和发展指导，并在实习期为您保驾护航，助您顺利成为正式的理财顾问。
• 工作时间灵活，佣金丰厚，加拿大从业3年平均年收入达到10万+加币，上不封顶。
• 每年组织各种团体活动，聚餐奖励，同行交流会，还有优秀顾问北欧之旅等着您。
  

! k" P) C; s8 a. I* m联系我们：


发简历至电子邮件：david.lu@hatitacfinancial.com
咨询：514-337-1888 / 514-473-1655（移动）
5 F5 a1 |+ ]+ [4 X7 r

; l4 f7 ~* c/ M, n0 F: J+ c/ q# N

```Duties:```

- Provide financial advice and guidance to clients based on their financial goals and objectives
2 h, ^$ E" C5 {3 R' r  _& ^- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses
- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
! h7 i3 ~5 i7 t& X3 {$ e- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
1 d, X1 v- ^; a- Build and maintain strong relationships with clients through regular communication and meetings
7 e7 `8 B7 x# M- Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial planning services

```Requirements:```

• Fluent in Mandarin or Cantonese; basic proficiency in English or French.
• Passion for the sales industry, enjoys competitive and challenging work.
• Highly empathetic, eager to help others, enjoys making friends, and skilled in communication and problem-solving.
• Excellent interpersonal and communication skill
  ) Q# F& K- y- a# E

Company Offers:

• We provide guidance for the Quebec financial license examination, LLQP and assistance for newcomers to enter the North American financial industry.
• We offer comprehensive training and development guidance for newcomers, and provide assistance during the internship period to help you become a formal financial advisor smoothly.
• Flexible working hours, self-employed commission income with lucrative commissions. The average annual income in Canada after three years of practice exceeds CAD 100,000, with no upper limit.
• We organize various group activities, dining rewards, peer exchange meetings, and excellent advisor trips to Northern Europe every year, awaiting you.
  ' y4 f5 M1 ^; K

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

5 o. }  U# ]. K, y5 i

Job Types: Full-time, Part-time, Permanent

Salary: Up to $150,000.00 per year

  w; I( B7 X& T9 S! Y6 x* ~

Expected hours: No less than 28 per week

Flexible Language Requirement:

6 S7 g! D. f7 ~1 |% [

• French not required
  ) _! m3 {' ~3 H1 F

! `$ k# f  S  {; h8 Y

Schedule:

  i+ K; V8 F2 ^( |' g9 C

• Monday to Friday
• Weekends as needed
  * E. o7 C8 J7 P3 l# n

+ ]5 e1 z8 }" S0 @7 G) J2 m# c" }

Supplemental pay types:

• Bonus pay
• Commission pay
  

+ j- Y  Y# b3 ~# c' Vdavid.lu@hatitacfinancial.com
+ e2 ^, W  y8 k( T  k! d! ]- Q( H514-337-1888 / 514-473-1655

& S" |# l8 \% v- U% s; B( N% J
( W3 `2 M/ G3 D- y0 k2 p

---

欢迎光临 蒙城华人网 (https://www.sinoquebec.com/)

Powered by Discuz! X3.1