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* r! G1 d* D' u/ |. y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：


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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。
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8 V1 }8 G  e8 {& E, J$ M7 E9 }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。
  

- A0 G" F! U; S* N联系我们：
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8 n, r$ H3 t3 Z% Y3 G 发简历至电子邮件：david.lu@hatitacfinancial.com
咨询：514-337-1888 / 514-473-1655（移动）


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  P5 Q8 p) H) n6 N```Duties:```

- Provide financial advice and guidance to clients based on their financial goals and objectives
) y# B" g4 u/ T# p" @- 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
! i+ ~+ r) _3 F6 s- 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
2 Z% }$ e; c; h6 b$ A' `; C. t4 q/ m! |- 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
+ k$ d; k3 V* H6 |) W/ ]2 l- 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
  

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

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Flexible Language Requirement:

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• French not required
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Schedule:

• Monday to Friday
• Weekends as needed
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Supplemental pay types:

• Bonus pay
• Commission pay
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david.lu@hatitacfinancial.com
3 L) g4 l5 |7 i6 ]1 M514-337-1888 / 514-473-1655

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