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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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% L: f O. A: W" b8 q: O- 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。. N8 l5 |: N& n1 B L& }/ c+ _
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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:
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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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& r, a' \1 T# K+ O9 t联系我们:+ }* h$ Z- @( D& V2 z
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( K/ S; g8 H- M( G' K 发简历至电子邮件:david.lu@hatitacfinancial.com# c- {8 o$ W6 O' e& b3 t
咨询:514-337-1888 / 514-473-1655(移动)
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4 t* s( w( o) ^4 `4 o/ t$ V+ T```Duties:```
3 G9 U" O5 }* e7 J- Provide financial advice and guidance to clients based on their financial goals and objectives/ w' \( A s# r; h2 _
- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses1 J8 @: r d3 D! |5 I
- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences/ a2 z/ O( t! O) n# a
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
1 H" w/ F q; Q: |- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
: I0 b* v2 L3 {+ q7 j5 J! k- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments2 v" T [% a' q: Q/ E1 a+ D
- Build and maintain strong relationships with clients through regular communication and meetings
; h3 u" X; B# Y* t5 T2 E- 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.+ R% |2 N% h- U
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0 \/ t- `! B) A, ^+ @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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8 A$ A& u3 p! K* [8 E8 ~Job Types: Full-time, Part-time, Permanent ( y. c0 K$ @9 _" M& T) v3 W
Salary: Up to $150,000.00 per year
6 F1 B3 w; v+ x6 cExpected hours: No less than 28 per week
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Flexible Language Requirement:
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' a5 o( }9 N4 }% u# SSchedule:
' K; s4 L$ K: q- Monday to Friday
- Weekends as needed
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Supplemental pay types: * J1 o- L: U" S; X+ B' y
- Bonus pay
- Commission pay X5 n( a0 E5 c3 d
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david.lu@hatitacfinancial.com
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