CCUE公司招聘

[ccuefinancehr]

现在有一个既可以毕业后直接进入金融行业工作，还可以顺利移民的机会！就在本周六下午2点半，CCUE事事如意金融要举办现场招聘会啦，要的就是你！

从整体上看，其高昂的收入和良好的发展前景，使得金融行业一直都比较热门。北美社会的金融行业依靠开放宽松的市场政策、优越的金融环境、悠久的发展历史、以及政府福利优待在各方面一直处于世界领先地位。 因此未来无论是在北美发展还是回到国内发展，金融行业将是非常具有发展潜力和挑战性的，而且职业发展空间也非常大。

但是很多商科毕业生由于工作经验匮乏和行业知识不足，很难找到自己心仪的金融业工作，或者找到的工作无法移民。

公司简介

CCUE事事如意金融加盟了加拿大上市金融公司IDC World Insurance Corp.，成为其子公司。CCUE拥有成熟的24家金融公司的理财产品，广阔的平台，完善的培训机制以及「一站式」的国际留学生工作移民中心。

本周六的招聘会将现场面向广大金融毕业生招聘。届时会有我们的特约顾问来为大家深度解析加拿大金融市场前景和就业市场，明晰各阶层职位所需背景知识和软技能。还有公司员工作为成功案例为大家讲述留学生毕业进入金融行业并顺利移民的故事。

寻找

金融毕业生

公开招聘两大职位：


1

金融市场推广


2

金融理财顾问



为什么你一定要来

背景平台

资源丰富，平台强大

配合移民

丰厚底薪，顺利移民

证书培训

专业培训，技能提升

三大好处：

1、有丰厚的底薪+100%的移民；

2、精准的市场推广团队+及时获得24家大型金融公司培训师定期讲解最新金融动态+参加高端金融公司高层networking，提供一个良好的金融行业发展平台；

3、专业培训讲师助攻考取金融业必备证书+金融职业人面对面进行职业咨询，进行全方位分析和制定个人职业规划。



特邀嘉宾




特约顾问

Celine Ying

• 现任CCUE Finance Development Director
  
  
• 曾从业于四大律师事务所及负责世界500强企业 M&A 并购项目
  
  
• 获得Osgoode Hall Law School 国际金融法律硕士
  

成功案例

Lucas Wu

• 留学后成功在我公司移民，目前是加拿大持牌金融顾问，主要从事税务，风险管理等全面理财规划
  
  
• 曾在对冲基金服务公司担任运营分析师，在北美最大的税务服务公司担任报税专员
  

招聘会时间

2018年6月9日 （周六）2:30PM - 5:00 PM

• 请提前10分钟签到
  

招聘会地点

A1, 340 Ferrier St, Toronto, ON, L3R 2Z5, Canada

报名方式

长按识别二维码，发送“参加讲座”报名

将此链接转发朋友圈还能获得精美小礼物哦！

咨询电话905-305-3204


名额有限，请尽快报名！

现场面试，为您节省半年海投时间

 

[ccuefinancehr]

微信网址：https://mp.weixin.qq.com/s?__biz=Mz...sI5JTwjZyNf5/u6sIW8ca1r+LluNqlkKVL2CLJNvri#rd

 

[ccuefinancehr]

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

We are looking for a competitive Client Advisor to help customers identify and purchase services they desire. Client Advisor 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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

We are looking for a competitive Administration to help customers identify and purchase services they desire. Administration 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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

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.



Key Responsibilities


· Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

· Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.

· Use a customer-focused, needs-based review process to educate customers about insurance options.

Requirements

· Undergraduate degree or diploma in Business Administration with three to five 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.

· 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)

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

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.



Key Responsibilities



· Developing, servicing and maintaining all aspects of new commercial lines accounts

· Delivering professional and expert knowledge and advice tailored to our client’s commercial insurance needs

· Responding to client inquiries, gathering underwriting information and conducting appropriate research

· Creating submissions/proposals through various applications, and submitting to Carriers for quotation

· Creating and issuing binders, certificates, policies, action endorsements and other items related to commercial policies

· Delivering excellent service by responding to all client inquiries accurately and efficiently

· Creating a positive client experience by understanding and meeting the customers’ needs

· Contributing to team success by consistently leveraging knowledge and sharing best practices

Requirements

· 2-3 years minimum of commercial lines property, casualty fleet insurance experience including but not limited to rating, preparation of applications and endorsements as required

· RIBO licensed and one of the following designations C.A.I.B, C.I.P, F.C.I.P, C.R.M, with excellent computer skills and familiarity with Microsoft Office and sound knowledge of Power Broker

· Excellent verbal and written communication in providing world class customer service

· Excellent time management skills with the ability to multi-task and grasp new concepts

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

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

Promote the development and sustainable growth of proprietary financial business in the assigned market area by:

· Developing and implementing a structured business development strategy according to agreed-upon growth objectives

· Developing strategic sales plans for prospects and existing clients

· Conducting outbound communications and cold-calling to prospects to remain top-of-mind for future business opportunities

· Providing clients with an initial review of their existing financial plan or creating a new financial plan

· Conducting market research to understand market trends

· Building and maintaining a market profile in the assigned market area

· Identifying opportunities to deliver information sessions and financial seminars to grow prospects

· Networking with investment industry specialists while managing a small budget for independent marketing-based activities

· Identifying additional investment business development opportunities and facilitating the implementation of an investment solution and/or referral to the appropriate Wealth Management partners

· Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touch bases and meetings with team members

Requirements

· Remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

· Successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, focus on clients

· Strong communication skills to influence or persuade potential customer to adopt an effectively facilitate mutually beneficial solutions.

· Facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.

· Use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

[ccuefinancehr]

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 ccuefinancehr@gmail.com, we will contact you soon.

E-mail: ccuefinancehr@gmail.com

Wechat: ccuefinancehr

Tel: 647-628-1819

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

 

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