CCUE公司招聘

[ccuefinancehr]

1. Data analyst internship / Data entry

Responsibility:

• Work with sales and marketing team, analyze clients’ data and trends.
  
  
• Generate report according to database.
  
  
• Develop and monitor the collection of data, sensible to market.
  
  
• Develop solutions and strategy according to data.
  

Requirement:

• Minimum college degree in computer science.
• Knowledge of marketing makes you outstanding.
• Ability to research, analyze, and prepare reports.
• Ability to develop and maintain databases.
• Experience in data analyst is preferred.
• Experience with MS Office, SQL Server, or other programming language.
• Fluent in English and Chinese.

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1. Sales assistant / Client advisor / Administration
   
   
   
   We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.
   
   
   
   Key Responsibilities

• Welcome and greet customers in professional manner
  
• Pick up income phone call and provide consulting to customers
  
• Ensure high levels of customer satisfaction through excellent customer service
  
• Accurately describe financial product features and benefits
  
• To determine specific scheduling requirements.
  
• Build up and retain long relationship with relationship with client
  
• Processing the paper work for opening and closing account in CRM system

Requirement

• Proven working experience in financial industry
  
• People-oriented and results-driven
  
• Solid communication and interpersonal skills
  
• Basic administration skills
  
• Able to develop and expand relevant network

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1. Financial Advisor
   

CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities

• Source, build and retain your client base
  
• Market yourself and your business to attract new clients
  
• Provide insurance needs advice based on risk assessment
  
• Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
  
• Understanding of your individual clients needs based on their unique circumstances
  

Requirements:

• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
  
• Excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.

• Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
  
• Proven ability in sales and service to financial customers.

• Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).

• Experience in engaging in and securing new business from existing and prospective customers.
  
• Expert in general banking services, including detailed knowledge of financial products and services.
  
• Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
  
• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
  
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

1. Marketing coordinator internship / Social media marketing coordinator
   

CCUE Finance 事事如意金融招实习生啦！





如果你没有工作经验但你：


有很多超棒的idea，是marketing相关专业，想接触到marketing有关的工作，有创业热情与想法，那么这份机会绝对适合你！




这是一份什么样的工作？

• 协助marketing部门举办各种活动
  
  
• 协助设计宣传海报
  
  
• 在各种社交媒体上发布宣传文章和材料
  
  
• 管理marketing部门文件
  
  
• 发挥创造力，在与各个部门合作的同时发现商机
  

想要得到这份实习，你要？

• 至少college学历，marketing或商科等有关专业
  

• 可以制作视频，作presentation
• 熟练使用MS Office, Adobe In Design, 或者Adobe Photoshop等软件
• 理解市场运作的原理
• 能够团队合作，分享idea
• 可以说英语和中文
• 大胆地展示自己

加入我们，体验超多的社交活动，享受专业的职业规划。
优秀的实习生将会获得reference letter与毕业后的全职工作机会！！！


请发送英文简历到：ccuehr@ccuefinance.com, 我们会尽快与您联系。





邮件：ccuehr@ccuefinance.com


微信：ccuefinancehr


电话：647-628-1819

地址：A1-340 Ferrier St. Markham, ON L3R2Z5

1. Sales assistant / Client advisor / Administration
   
   
   
   We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.
   
   
   
   Key Responsibilities
   

• Welcome and greet customers in professional manner
  
  
• Pick up income phone call and provide consulting to customers
  
  
• Ensure high levels of customer satisfaction through excellent customer service
  
  
• Accurately describe financial product features and benefits
  
  
• To determine specific scheduling requirements.
  
  
• Build up and retain long relationship with relationship with client
  
  
• Processing the paper work for opening and closing account in CRM system
  
  Requirement
  

• Proven working experience in financial industry
  
  
• People-oriented and results-driven
  
  
• Solid communication and interpersonal skills
  
  
• Basic administration skills
  
  
• Able to develop and expand relevant network
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted




Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.


E-mail: ccuehr@ccuefinance.com


Wechat: ccuefinancehr


Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1. Data analyst internship / Data entry
   

Responsibility:

• Work with sales and marketing team, analyze clients’ data and trends.
  
  
• Generate report according to database.
  
  
• Develop and monitor the collection of data, sensible to market.
  
  
• Develop solutions and strategy according to data.
  

Requirement:

• Minimum college degree in computer science.
  
  
• Knowledge of marketing makes you outstanding.
  
  
• Ability to research, analyze, and prepare reports.
  
  
• Ability to develop and maintain databases.
  
  
• Experience in data analyst is preferred.
  
  
• Experience with MS Office, SQL Server, or other programming language.
  
  
• Fluent in English and Chinese.
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted


Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.


E-mail: ccuehr@ccuefinance.com


Wechat: ccuefinancehr


Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

1. Data analyst internship / Data entry
   

CCUE Finance 事事如意金融招实习生啦！


如果你没有工作经验但你：


有很多超棒的idea，是marketing相关专业，想接触到marketing有关的工作，有创业热情与想法，那么这个机会绝对适合你！


这是一份什么样的工作？

• 与其他部门合作，分析客户数据与市场趋势
  
  
• 根据数据库做report
  
  
• 扩大数据库，观察数据浮动，对市场变化非常敏感。
  
  
• 发现数据存在的问题并制定解决方案
  
  
  想要得到这份实习，你要？
  

• 至少college学历，计算机专业
  
  
• 对市场有了解者更佳
  
  
• 做research，分析数据，并制定report
  
  
• 优先考虑有数据分析经验者
  
  
• 熟练使用MS Office, SQL Server, 或其他计算机语言
  
  
• 可以说英语和中文
  
  
  加入我们，体验超多的社交活动，享受专业的职业规划。
  
  优秀的实习生将会获得reference letter与毕业后的全职工作机会！！！
  
  
  请发送英文简历到：ccue@ccuefinance.com，我们会尽快与您联系。
  
  邮件：ccuehr@ccuefinance.com
  
  微信：ccuefinancehr
  
  电话：647-628-1819
  

地址：A1-340 Ferrier St. Markham, ON L3R2Z5

1. Sales assistant / Client advisor / Administration
   
   
   
   We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.
   
   
   
   Key Responsibilities
   

• Welcome and greet customers in professional manner
  
  
• Pick up income phone call and provide consulting to customers
  
  
• Ensure high levels of customer satisfaction through excellent customer service
  
  
• Accurately describe financial product features and benefits
  
  
• To determine specific scheduling requirements.
  
  
• Build up and retain long relationship with relationship with client
  
  
• Processing the paper work for opening and closing account in CRM system
  
  Requirement
  

• Proven working experience in financial industry
  
  
• People-oriented and results-driven
  
  
• Solid communication and interpersonal skills
  
  
• Basic administration skills
  
  
• Able to develop and expand relevant network
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted




Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.


E-mail: ccuehr@ccuefinance.com


Wechat: ccuefinancehr


Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1. Financial Advisor
   

CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.


Responsibilities

• Source, build and retain your client base
  
  
• Market yourself and your business to attract new clients
  
  
• Provide insurance needs advice based on risk assessment
  
  
• Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
  
  
• Understanding of your individual clients needs based on their unique circumstances
  

Requirements:

• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
  
  
• Excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.
  

• Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
  
  
• Proven ability in sales and service to financial customers.
  

• Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
  

• Experience in engaging in and securing new business from existing and prospective customers.
  
  
• Expert in general banking services, including detailed knowledge of financial products and services.
  
  
• Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
  
  
• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
  
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted


Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.


E-mail: ccuehr@ccuefinance.com


Wechat: ccuefinancehr


Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

Data analyst internship / Data entry
Responsibility:

• Work with sales andmarketing team, analyze clients’ data and trends.
• Generate reportaccording to database.
• Develop and monitorthe collection of data, sensible to market.
• Develop solutions andstrategy according to data.
  

Requirement:

• Minimumcollege degree in computer science.
• Knowledgeof marketing makes you outstanding.
• Abilityto research, analyze, and prepare reports.
• Abilityto develop and maintain databases.
• Experiencein data analyst is preferred.
• Experiencewith MS Office, SQL Server, or other programming language.
• Fluent inEnglish and Chinese.
  

We would like tothank all applicants for their interest in CCUE FINANCE, only those selectedfor an interview will be contacted

Please emailyour recent updated resume to us at ccuehr@ccuefinance.com, we willcontact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat:ccuefinancehr
Tel:647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

• Marketing planner

Responsibilities:

• manage marketing budget and develop analytics toquantify effectiveness of digital campaigns
• Prepare updated plan for changing market
• Design marketing events
• Work with marketing department, create and postarticles on several social media sites.
• Maintaining the marketing department’s databases anddocumentation
• Discovering commercial opportunitiesthrough the collaboration with other departments.
  

Requirement:

• Minimum College education in marketing or businessrelated program
• Able to create marketing proposal and makepresentation
• Proficientwith Microsoft Office, Adobe InDesign, and Adobe Photoshop.
• Deepunderstanding of marketing principles.
• Ableto work as a team and share ideas.
• Fluentin English and Chinese

We would like to thank all applicants for theirinterest in CCUE FINANCE, only those selected for an interview will be contacted


Please email your recent updated resume to us at ccuehr@ccuefinance.com, we willcontact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5








Marketing Specialistinternship / Event Planner

Responsibility:

• Assistingin coordination of both outdoor and indoor events.
• Manageand grow customer database.
• Abilityto design events independently, make events proposal.
• Coordinatepre-event details with staff and clients, arrange event sites.
• Abilityto make up-to-date plan, and make alternative plan ifrequired.
• Collaboratingwith other departments and make promotional materials.
  

Requirement:

• Minimumcollege diploma.
• Experiencein Marketing, Business, or related field is preferred.
• Problemsolving skills, able to act according to circumstances.
• Abilityto work both on team and independently, follow the instruction.
• Fluent inEnglish and Chinese.
  

We would like to thank all applicants for theirinterest in CCUE FINANCE, only those selected for an interview will becontacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we willcontact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

1. Social media marketing coordinator
Responsibilities:
• Assisting the marketing team with marketing events.
• Assisting the design of marketing posters.
• Posting articles and promotional material on various social media sites.
• Maintaining the marketing department’s databases and documentation.
• Discovering commercial opportunities through the collaboration with other departments.
Requirement:
• Minimum College education in marketing or business related program.
• Able to edit marketing videos and make presentation.
• Proficient with Microsoft Office, Adobe InDesign, and Adobe Photoshop.
• Deep understanding of marketing principles.
• Able to work as a team and share ideas.
• Fluent in English and Chinese
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

2. Financial Advisor
CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide insurance needs advice based on risk assessment
• Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
• Understanding of your individual clients needs based on their unique circumstances
Requirements:
• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
• Excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.
• Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
• Proven ability in sales and service to financial customers.
• Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
• Experience in engaging in and securing new business from existing and prospective customers.
• Expert in general banking services, including detailed knowledge of financial products and services.
• Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

3. Data entry
CCUE Finance 事事如意金融招实习生啦！
如果你没有工作经验但你：
有很多超棒的idea，是marketing相关专业，想接触到marketing有关的工作，有创业热情与想法，那么这个机会绝对适合你！
这是一份什么样的工作？
• 与其他部门合作，分析客户数据与市场趋势
• 根据数据库做report
• 扩大数据库，观察数据浮动，对市场变化非常敏感。
• 发现数据存在的问题并制定解决方案
想要得到这份实习，你要？
• 至少college学历，计算机专业
• 对市场有了解者更佳
• 做research，分析数据，并制定report
• 优先考虑有数据分析经验者
• 熟练使用MS Office, SQL Server, 或其他计算机语言
• 可以说英语和中文
加入我们，体验超多的社交活动，享受专业的职业规划。
优秀的实习生将会获得reference letter与毕业后的全职工作机会！！！
请发送英文简历到：ccue@ccuefinance.com，我们会尽快与您联系。
邮件：ccuehr@ccuefinance.com
微信：ccuefinancehr
电话：647-628-1819
地址：A1-340 Ferrier St. Markham, ON L3R2Z5

 

[ccuefinancehr]

1. Event Planner

Responsibility:
• Assisting in coordination of both outdoor and indoor events.
• Manage and grow customer database.
• Ability to design events independently, make events proposal.
• Coordinate pre-event details with staff and clients, arrange event sites.
• Ability to make up-to-date plan, and make alternative plan if required.
• Collaborating with other departments and make promotional materials.
Requirement:
• Minimum college diploma.
• Experience in Marketing, Business, or related field is preferred.
• Problem solving skills, able to act according to circumstances.
• Ability to work both on team and independently, follow the instruction.
• Fluent in English and Chinese.
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

2. Sales assistant

We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.

Key Responsibilities
• Welcome and greet customers in professional manner
• Pick up income phone call and provide consulting to customers
• Ensure high levels of customer satisfaction through excellent customer service
• Accurately describe financial product features and benefits
• To determine specific scheduling requirements.
• Build up and retain long relationship with relationship with client
• Processing the paper work for opening and closing account in CRM system
Requirement
• Proven working experience in financial industry
• People-oriented and results-driven
• Solid communication and interpersonal skills
• Basic administration skills
• Able to develop and expand relevant network
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

3. Financial Advisor
CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide insurance needs advice based on risk assessment
• Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
• Understanding of your individual clients needs based on their unique circumstances
Requirements:
• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
• Excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.
• Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
• Proven ability in sales and service to financial customers.
• Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
• Experience in engaging in and securing new business from existing and prospective customers.
• Expert in general banking services, including detailed knowledge of financial products and services.
• Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

1. Marketing coordinator internship

Responsibilities:
• Assisting the marketing team with marketing events.
• Assisting the design of marketing posters.
• Posting articles and promotional material on various social media sites.
• Maintaining the marketing department’s databases and documentation.
• Discovering commercial opportunities through the collaboration with other departments.
Requirement:
• Minimum College education in marketing or business related program.
• Able to edit marketing videos and make presentation.
• Proficient with Microsoft Office, Adobe InDesign, and Adobe Photoshop.
• Deep understanding of marketing principles.
• Able to work as a team and share ideas.
• Fluent in English and Chinese
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5


2. Data entry

Responsibility:
• Work with sales and marketing team, analyze clients’ data and trends.
• Generate report according to database.
• Develop and monitor the collection of data, sensible to market.
• Develop solutions and strategy according to data.
Requirement:
• Minimum college degree in computer science.
• Knowledge of marketing makes you outstanding.
• Ability to research, analyze, and prepare reports.
• Ability to develop and maintain databases.
• Experience in data analyst is preferred.
• Experience with MS Office, SQL Server, or other programming language.
• Fluent in English and Chinese.
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

3. Marketing planner
Responsibilities:
• manage marketing budget and develop analytics to quantify effectiveness of digital campaigns
• Prepare updated plan for changing market
• Design marketing events
• Work with marketing department, create and post articles on several social media sites.
• Maintaining the marketing department’s databases and documentation
• Discovering commercial opportunities through the collaboration with other departments.
Requirement:
• Minimum College education in marketing or business related program
• Able to create marketing proposal and make presentation
• Proficient with Microsoft Office, Adobe InDesign, and Adobe Photoshop.
• Deep understanding of marketing principles.
• Able to work as a team and share ideas.
• Fluent in English and Chinese
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

1. 
   Marketing planner
   

Responsibilities:

• manage marketing budget and develop analytics to quantify effectiveness of digital campaigns
  
  
• Prepare updated plan for changing market
  
  
• Design marketing events
  
  
• Work with marketing department, create and post articles on several social media sites.
  
  
• Maintaining the marketing department’s databases and documentation
  
  
• Discovering commercial opportunities through the collaboration with other departments.
  

Requirement:

• Minimum College education in marketing or business related program
  
  
• Able to create marketing proposal and make presentation
  
  
• Proficient with Microsoft Office, Adobe InDesign, and Adobe Photoshop.
  
  
• Deep understanding of marketing principles.
  
  
• Able to work as a team and share ideas.
  
  
• Fluent in English and Chinese
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

E-mail: ccuehr@ccuefinance.com

Wechat: ccuefinancehr

Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

1. Client advisor Services
We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.

Key Responsibilities
• Welcome and greet customers in professional manner
• Pick up income phone call and provide consulting to customers
• Ensure high levels of customer satisfaction through excellent customer service
• Accurately describe financial product features and benefits
• To determine specific scheduling requirements.
• Build up and retain long relationship with relationship with client
• Processing the paper work for opening and closing account in CRM system
Requirement
• Proven working experience in financial industry
• People-oriented and results-driven
• Solid communication and interpersonal skills
• Basic administration skills
• Able to develop and expand relevant network
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

2. Financial Advisor

CCUE Finance is looking for energetic professionals who are interested in starting their career in financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team for the role of general insurance consultant. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide insurance needs advice based on risk assessment
• Provide sound financial advice to help grow your client’s financial portfolio (Life and Health Insurance, Individual Prescription Drugs and Dental Insurance, Critical Care and Long Term Care Insurance. Individual & Business Disability Insurance. Special Class Insurance, Travel Insurance, Business Protection, Employment Benefits).
• Understanding of your individual clients needs based on their unique circumstances
Requirements:
• Experienced in proactively identifying and executing ways that customers’ needs can be better met through a strong understanding of their requirements and expert knowledge of products and services.
• Excellent interpersonal and relationship management skills as well as a strong service orientation, focused on achieving exceptional service standards.
• Undergraduate degree or diploma in Business Administration with one to three years relevant experience in a financial institution or equivalent combination of training and experience.
• Proven ability in sales and service to financial customers.
• Strong knowledge in financial advice and planning (Savings and Investment, TFSAs, RESP, RRSPs, RRIFs, Annuities, Retirement Planning, Family Financial Planning, Education Plans).
• Experience in engaging in and securing new business from existing and prospective customers.
• Expert in general banking services, including detailed knowledge of financial products and services.
• Hold or plan to have Life License Qualification Program (LLQP) , IFIC or CSC
• This is a full-time position offering competitive benefits and compensation commensurate with experience and qualifications.

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

3. Sales assistant

We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high class customer service and to increase company’s growth and revenue through sales maximization.

Key Responsibilities
• Welcome and greet customers in professional manner
• Pick up income phone call and provide consulting to customers
• Ensure high levels of customer satisfaction through excellent customer service
• Accurately describe financial product features and benefits
• To determine specific scheduling requirements.
• Build up and retain long relationship with relationship with client
• Processing the paper work for opening and closing account in CRM system
Requirement
• Proven working experience in financial industry
• People-oriented and results-driven
• Solid communication and interpersonal skills
• Basic administration skills
• Able to develop and expand relevant network
We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

We are looking for a competitive Sales Assistant to help customers identify and purchase services they desire. Sales assistant duties include consulting, selling and doing after service. The goal is to provide high-class customer service and to increase the company’s growth and revenue through sales maximization.

Key Responsibilities

• Welcome and greet customers in professional manner
• Pick up income phone call and provide consulting to customers
• Ensure high levels of customer satisfaction through excellent customer service
• Accurately describe financial product features and benefits
• To determine specific scheduling requirements.
• Build up and retain a long relationship with the client
• Recommend and display items that match customer needs
• Processing the paperwork for opening and closing account in CRM system
  

Requirement

• Proven working experience in the financial industry
• People-oriented and results-driven
• Basic understanding of sales principles and customer service practices
• Solid communication and interpersonal skills
• Basic administration skills
• Able to develop and expand the relevant network
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

Whether you have work experience or not, if you want to show your entrepreneurial enthusiasm, increase your ability, and enrich your perspective and experience. Joining us to have more social activities, and make better career planning.

Job description:

• Support the daily work of the Marketing Department
• Coordinating and assisting medical team and market team in customer maintenance and management
• Planning activities, design schemes, posters, assistance invitations, implementation activities and retrospective analysis.

Job requirements:

• Skillful use of the Word, Excel, PPT, PS and other software, have a certain picture processing ability
• Basic editing and typesetting software, other related software is better.
• Open-minded, Positive Work Attitude and Certain Ability to Resist Stress
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

[ccuefinancehr]

We are looking for energetic professionals who are interested in starting a career in the financial industry, helping the business grow through value-based conversations and remarkable customer experience to join our growing team.


Responsibilities

• Develops and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate: Interviews client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
• Analyzes client's financial status, develops financial plan based on analysis of data, and discusses financial options with client.
• Prepares and submits documents to implement plan selected by client.
• Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
• Refer client to other establishments to obtain services outlined in financial plan.
• Registered with professional self-regulatory association and be designated Certified Financial Planner.

Requirement

• Must have at least five years’ experience of holding Life License Qualification Program (LLQP)
• Better to have Canadian Securities Course (CSC).
• Must be registered to sell Mutual Funds (MFDA/AMF).
• Financial Planning Accreditations/Designations are preferred, however, we may be willing to train high potential candidates with a demonstrated track record of sales and customer service excellence

Preferred: Certified Financial Planner (CFP) designation.

Or one of the following:

• Personal Financial Planner (PFP) designation
• Wealth Management Essentials (WME) + Financial Planning Supplement
• Professional Financial Planning Course (PFPC)
• Financial Planning I & II (FP I & II).

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted
Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.
E-mail: ccuehr@ccuefinance.com
Wechat: ccuefinancehr
Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5

 

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This position provides analytical support, informational communication of issues, and recommendations of business issues that fall within the scope of this function.


RESPONSIBILITIES:

• Preparing financial analyses and reports with the use of professional tools
  Identify and monitor business driver metrics.
• Communicate regularly with management on trends of business driver metrics.
• Provide financial market analysis information to management.

Requirement:

• Work effectively and productively with others.
• Effective values listen and actively seek constructive feedback.
• Accept new challenges, responsibilities and tasks.
• Ability to manage time and priorities.
• Get familiar with MS Office applications.
• Have a deep understanding of accounting principles.
• Good communication skills.
  

We would like to thank all applicants for their interest in CCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume to us at ccuehr@ccuefinance.com, we will contact you soon.

Tel: 647-628-1819
Address: A1-340 Ferrier St. Markham, ON L3R 2Z5