CCUE公司招聘

[ccuefinancehr]

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[ccuefinancehr]

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[ccuefinancehr]

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[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. Client advisor



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. Business development officer



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 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 Specialist internship
   

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

1. 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

1. Senior Financial Planner
   

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

 

[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
   

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. Client advisor
   
   
   
   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. In house general insurance consultant
   
   
   
   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 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
   

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. 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

1. Commercial Lines Producer
   
   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 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 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. 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. Business development officer
   
   
   

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 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. 
   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

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

1. In house general insurance consultant
   
   
   
   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 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. 
   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

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
   

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

1. 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. 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
   
   
   
   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

1. Senior Financial Planner
   

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

 

[ccuefinancehr]

1. Marketing coordinator internship / 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

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. Business development officer

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 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 Specialist internship / 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

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








In house general insurance consultant



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.

1. 
   
   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 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











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