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
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
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
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.
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.
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.
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
2. 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
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
2. 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
3. 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
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. 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
3. 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
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.
1. Client advisor Services
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
2. 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
3. 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
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
Whether you have work experience or not, if you want to show your entrepreneurial enthusiasm, increase your ability, and enrich your perspective and experience. Joining us to have more social activities, and make better career planning.
Job description:
Support the daily work of the Marketing Department
Coordinating and assisting medical team and market team in customer maintenance and management
Skillful use of the Word, Excel, PPT, PS and other software, have a certain picture processing ability
Basic editing and typesetting software, other related software is better.
Open-minded, Positive Work Attitude and Certain Ability to Resist Stress
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.
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
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
This position provides analytical support, informational communication of issues, and recommendations of business issues that fall within the scope of this function.
RESPONSIBILITIES:
Preparing financial analyses and reports with the use of professional tools
Identify and monitor business driver metrics.
Communicate regularly with management on trends of business driver metrics.
Provide financial market analysis information to management.
Requirement:
Work effectively and productively with others.
Effective values listen and actively seek constructive feedback.
Accept new challenges, responsibilities and tasks.
Ability to manage time and priorities.
Get familiar with MS Office applications.
Have a deep understanding of accounting principles.
Good communication skills.
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
