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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。
7 F# \# t% g" x工作职责：
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• 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。
  

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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。
  

+ t% @+ H( k  d  z, }( I0 j& Q+ f公司提供：
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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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" r2 ~8 n/ v' p: m; e* A联系我们：

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7 L" x% b! C0 {9 K9 k. O3 n 发简历至电子邮件：david.lu@hatitacfinancial.com
# W; q3 T. H* Q( g2 F$ S" F 咨询：514-337-1888 / 514-473-1655（移动）
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```Duties:```

- Provide financial advice and guidance to clients based on their financial goals and objectives
, u1 ?8 c5 B  [1 d. B& E! c5 y- 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
: C! P+ H# K. u2 x$ A- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
9 Q9 Z; P& W( z% c2 T- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- 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
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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.

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

Salary: Up to $150,000.00 per year

Expected hours: No less than 28 per week

Flexible Language Requirement:

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• French not required
  

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Schedule:

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• Monday to Friday
• Weekends as needed
  

Supplemental pay types:

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• Bonus pay
• Commission pay
  

david.lu@hatitacfinancial.com
514-337-1888 / 514-473-1655


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