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● 双商逆天，颜值尚可
● 逻辑清晰，做事靠谱
● 中英双语，游刃有余
● 脚下生风，心有成竹
● 若论专业，指点江山
● 热点话题，侃侃而谈
● 客户至上，谨遵行规
● 人见人爱，花见花开
招聘岗位：Investment Advisor
工作地点: Toronto/Vancouver/Montreal/Saskatoon
主要职责Main Responsibilities:
· Contact potential clients, develop and maintain client relationship
· Understand and apply responsibilities and activities in accordance with "Know Your Clients" guidelines
· Identify client needs and suggest appropriate products
· Proactively seek new growth opportunities, primarily through networking, prospecting referrals, seminars, etc.
· Participate in internal training and meeting and be collegiate about sharing information with the team
· Achieve and surpass the target as set for pre-approved available product offering
· Key in, update and maintain the data in CRM system in a timely manner, ensuring integrity of information in the system
● 双商逆天，颜值尚可
● 逻辑清晰，做事靠谱
● 中英双语，游刃有余
● 脚下生风，心有成竹
● 若论专业，指点江山
● 热点话题，侃侃而谈
● 客户至上，谨遵行规
● 人见人爱，花见花开
招聘岗位：Investment Advisor
工作地点: Toronto/Vancouver/Montreal/Saskatoon
主要职责Main Responsibilities:
· Contact potential clients, develop and maintain client relationship
· Understand and apply responsibilities and activities in accordance with "Know Your Clients" guidelines
· Identify client needs and suggest appropriate products
· Proactively seek new growth opportunities, primarily through networking, prospecting referrals, seminars, etc.
· Participate in internal training and meeting and be collegiate about sharing information with the team
· Achieve and surpass the target as set for pre-approved available product offering
· Key in, update and maintain the data in CRM system in a timely manner, ensuring integrity of information in the system
