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:
  • 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 collaboration with other departments.

Requirement:
  • Minimum College education in marketing or business related program.
  • Able to edit marketing videos and make a 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
 
We are looking for a competitive Administrator to help customers identify and purchase the services they desire. Administrator duties include booking meetings and events, consulting, selling and doing after service. The goal is to provide high-class customer service, ensure our office procedures run smoothly, and to increase the company’s growth and revenue through sales maximization.


Key Responsibilities
  • Welcome and greet customers in a professional manner
  • Pick up income phone call and provide consulting to customers
  • Prepare regular reports and presentations
  • 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
  • Processing the paperwork for opening and closing account in CRM system
Requirement
  • Proven working experience in the financial industry
  • Familiarity with office equipment, including printers and fax machines
  • Experience with office management tools (MS Office software, in particular)
  • Excellent organizational and time-management skills
  • People-oriented and results-driven
  • Problem-solving attitude with an eye for detail
  • 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
 
CCUE Finance is looking for energetic professionals who are interested in starting their career in the 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 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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