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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。/ A7 r$ s |8 i" Q" q
工作职责:
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( O4 T c3 g% i5 ?3 ^2 x- 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 D7 \6 i( V {$ k' Y
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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。% m2 W* @- B9 k+ W: F& O7 k [' L4 J
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4 m2 ~6 N( F7 P3 h2 t公司提供:8 q9 j# \6 {# e0 T, ~# L
8 L6 r! d" p+ P7 r' _# c- 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。% i+ e0 X6 J( A- O- K
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- ]8 S9 [. d5 {联系我们:
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& c: h T+ N3 ?; v) @ 发简历至电子邮件:david.lu@hatitacfinancial.com
: S3 A0 J& i8 x0 W5 N+ O( y2 ? 咨询:514-337-1888 / 514-473-1655(移动)
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( l' N3 z2 w8 v```Duties:```
5 `5 O. I( _$ F- Provide financial advice and guidance to clients based on their financial goals and objectives
) q; x7 D; P" c1 ^1 K- o# w- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses
' ~+ _, V: G: J4 m. @5 F! O- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences$ K2 q: l7 O2 U) k; d6 o
- Recommend appropriate investment strategies and products to help clients achieve their financial goals) Z( \" P, z$ I+ B/ D
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
1 K( T# q4 h' b, ]- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
1 i* V9 ~8 \0 O- Build and maintain strong relationships with clients through regular communication and meetings
4 B* I- t! n( c& A7 f; w2 R- 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: F4 D" I( U; i. Q: ^$ h4 Q
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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* A/ e4 d. r7 g z" {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
9 X# z; J$ T6 wSalary: Up to $150,000.00 per year
8 l' h& I: ]% O- Q( eExpected hours: No less than 28 per week 9 [0 A' ~$ N0 h5 X: S2 ? ?; ?
' L2 \& p$ F% k+ \# \Flexible Language Requirement:
2 m2 h5 y0 ~! m( o- [- French not required/ V# [2 t. ^3 \' ]5 t c! t Q2 ^/ _0 s
6 D* L# V' |* PSchedule: 4 m% ~/ E. n$ w3 ^) G
- Monday to Friday
- Weekends as needed0 J5 ?7 Q. P( J" X& l7 V
* d3 _9 d c# [9 K1 ?' WSupplemental pay types:
0 {5 k3 y& M) s8 F$ j- Bonus pay
- Commission pay4 y, C H* O- Y$ v4 s7 F' |: R+ v
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david.lu@hatitacfinancial.com
x" y0 X9 }$ d$ m514-337-1888 / 514-473-1655+ U; j4 C9 H0 x- O
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