蒙城华人网

标题: 招聘全职保险理财实习生，底薪+佣金 [打印本页]

---

作者: aaaas12    时间: 2024-9-4 08:40
标题: 招聘全职保险理财实习生，底薪+佣金


0 f/ J  O8 j1 s8 I7 k# r9 p" |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：

• 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。
  

! U$ h' E% ^& N$ c$ V4 f

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。
  

* q4 p6 s. \* {# ~+ F$ `
6 E1 E+ L& [9 @- I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。
  6 ~1 l# a% V% B

  [0 W" @. Y* s" b0 c联系我们：


( F8 m: L- |) | 发简历至电子邮件：david.lu@hatitacfinancial.com
3 s) y  P- J2 |% V* l 咨询：514-337-1888 / 514-473-1655（移动）

% x% n& W9 g) S! ~& z; A

+ g% P2 l) |8 D8 T
) d; h3 k# G( Z9 l9 ?% K```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
4 c# q+ C  {" @5 I  l- 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
' x8 D8 }( q" i& ^3 {% r6 Q3 X- 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
  1 V2 h6 |# C$ q; E

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.
  

  n. D) y% t7 Z' [. 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.

; Q$ e: |6 x, G8 V

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

Salary: Up to $150,000.00 per year

Expected hours: No less than 28 per week

2 v4 X7 s' U% ?3 y% \

Flexible Language Requirement:

• French not required
  

Schedule:

4 ^/ z+ Z5 _, W1 }4 A- T8 ~& N

• Monday to Friday
• Weekends as needed
  

Supplemental pay types:

• Bonus pay
• Commission pay
  0 n" Y+ r1 e, c. S3 `! D, V

6 N/ H7 J" v" U! \2 a$ |david.lu@hatitacfinancial.com
514-337-1888 / 514-473-1655
: Q0 {: h; B; t

! F; a# m! r1 i$ K6 M7 B
( s4 D5 N# w0 H" e: n; |1 S. A
! K+ X- |$ P! O5 g0 i

---

欢迎光临 蒙城华人网 (https://www.sinoquebec.com/)

Powered by Discuz! X3.1