aaaas12

% r& ^# L1 r+ \, v6 a4 `: j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：
& W+ t' u1 o& Q2 O! r
* \( q0 c$ R- i

• 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。
  

; \4 k! e( F; c- J; C  d/ p

9 ^" k  G; n! z4 T( k; R- d* N4 o

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。
  

0 \/ {1 P- m0 ^( {* x/ O# ^
公司提供：
5 c' }+ C0 j; Z

• 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。
  5 \( r2 L4 _* ]

& P) X& i, `& q: H; [" m
联系我们：

5 H0 C0 {4 K& Q% l- r
发简历至电子邮件：david.lu@hatitacfinancial.com
  @+ ~6 I. e' ]3 w' B) t/ v- } 咨询：514-337-1888 / 514-473-1655（移动）
: D; ^1 f3 w$ b  v9 K2 F( _
0 p! [' B/ d% L% e
! U1 |( b6 w- y5 |% p5 O, C  }) b% L

```Duties:```

- Provide financial advice and guidance to clients based on their financial goals and objectives
2 k! c4 ]2 w7 C3 X3 H- 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
! P1 \, N( p% J! V/ j& S+ o/ F3 {- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
4 W4 M1 O5 |' b; r- Build and maintain strong relationships with clients through regular communication and meetings
- 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
  4 o3 F1 T$ l( o$ K$ O

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.
  

5 l0 ]6 u, s9 N6 }6 _; L  g  n
7 u  U" j" v% i& b, u( |/ R

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.

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

; t* ~) u7 g# V4 y: x+ ~' k

Salary: Up to $150,000.00 per year

3 r$ [2 w9 z' T# Y$ M

Expected hours: No less than 28 per week

( I7 m" \/ N% J/ @  A( S% Z

Flexible Language Requirement:

/ i, d. W1 |* U' Q$ a' ]9 j

• French not required
  

) z( J2 e2 i5 X7 b5 k; i

Schedule:

• Monday to Friday
• Weekends as needed
  

# f" o4 F5 t: |8 m* Z

Supplemental pay types:

: ~' P) w6 e7 r* j6 e3 B, i0 x: |4 Q

• Bonus pay
• Commission pay
  ! `( m  s- L9 [9 v" A" g, @8 Y- i

, b( K" `' O4 H! _: X* ?david.lu@hatitacfinancial.com
514-337-1888 / 514-473-1655

$ o, @5 \7 g4 C% G

, w% ]* L$ q0 i% ?- P$ E/ V