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
 
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:
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be 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 strong service orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
• Strong knowledge of 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), 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.


Tel: 647-628-1819

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


Responsibility:
  • Assisting in the 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 an up-to-date plan, and make an 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 the 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
 
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
• Source, build and retain your client base
• Market yourself and your business to attract new clients
• Provide client's needs advice based on risk assessment
• Provide strategic advice across a variety of financial products and services
• Provide sound financial advice to help grow your client’s financial portfolio
• Understanding your individual clients needs to be 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 strong service orientation, focused on achieving exceptional service standards.
• Proven ability in sales and service to financial customers.
• Strong knowledge of 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), 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.


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

Responsibility:
  • Assisting in the 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 an up-to-date plan, and make an 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 the 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
 
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
 
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