加拿大老牌保险理财经纪公司MGA，招聘保险理财经纪，开发魁北克亚洲市场。
工作职责：
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。
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。
公司提供：
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。
联系我们：
发简历至电子邮件：david.lu@hatitacfinancial.com
咨询：514-337-1888 / 514-473-1655（移动）
```Duties:```
- Provide financial advice and guidance to clients based on their financial goals and objectives
- 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
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
- 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
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.
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.
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:
French not required
Schedule:
Monday to Friday
Weekends as needed
Supplemental pay types:
Bonus pay
Commission pay
david.lu@hatitacfinancial.com
514-337-1888 / 514-473-1655 |
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