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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。
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) w% W G; Z+ x" F0 s- r4 l# ]- 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。. }8 g$ y* n- ^# t: l9 h
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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。
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公司提供:" t- @% ?$ I! n$ b2 i9 `4 z
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- 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。
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. y: E" c5 L+ I% U7 ?联系我们:; M% A+ s, z" p0 A6 D2 m0 _
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( \! R/ N. c5 N 发简历至电子邮件:david.lu@hatitacfinancial.com; M3 W9 Q0 F+ D5 Q
咨询:514-337-1888 / 514-473-1655(移动); O" n" t5 i8 K k' {9 ]) h: k
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$ F) M1 a3 [9 Y! m: x6 H* c```Duties:```
. o! ?. k2 ]8 A! r) }+ @8 l- Provide financial advice and guidance to clients based on their financial goals and objectives6 ?+ ~' D7 s* K$ ~! D) L7 p
- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses; } k# R2 ]; L, U7 A0 {8 n
- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences! a' m3 ]# s1 M# m$ X
- Recommend appropriate investment strategies and products to help clients achieve their financial goals. x r& C, o+ W5 \( ~) S ]
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed' `2 z* V3 ]$ m* R3 f
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
$ j: P' a- y6 J" U. R* {) J- Build and maintain strong relationships with clients through regular communication and meetings6 G0 R* j0 h0 c% z% f2 o1 S5 T
- 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
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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.
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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. ) V7 E, o2 ^% y9 M3 V! k1 e# Z
+ W5 f8 A% {/ o; Y' XJob Types: Full-time, Part-time, Permanent
+ S$ m$ h' C R( t, QSalary: Up to $150,000.00 per year
% F& R2 X8 F7 z jExpected hours: No less than 28 per week " S* E7 F2 k4 k. l& z# _" Z
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Flexible Language Requirement: m! U9 \2 u# P, ^5 W
- French not required: ~& d" @& s* y$ p( ~3 F3 Y+ Q
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Schedule: ' W0 F. s; V8 c: @5 h- s- N
- Monday to Friday
- Weekends as needed
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Supplemental pay types:
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- Commission pay& Q0 g9 W/ v3 @* l" g4 s
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david.lu@hatitacfinancial.com
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