CCUE招聘

ccuefinance

• Marketing Specialistinternship
  
  

Responsibility:

• Assistingin coordination of both outdoor and indoor events.
• Manageand grow customer database.
• Abilityto design events independently, make events proposal.
• Coordinatepre-event details with staff and clients, arrange event sites.
• Abilityto make up-to-date plan, and make alternative plan ifrequired.
• Collaboratingwith other departments and make promotional materials.
  
  

Requirement:

• Minimumcollege diploma.
• Experiencein Marketing, Business, or related field is preferred.
• Problemsolving skills, able to act according to circumstances.
• Abilityto work both on team and independently, follow the instruction.
• Fluent inEnglish and Chinese.
  
  

Wewould like to thank all applicants for their interest in CCUE FINANCE, onlythose selected for an interview will be contacted

Pleaseemail your recent updated resume to us at [url=]ccuehr@ccuefinance.com[/url], we willcontact you soon.

E-mail:[url=]ccuehr@ccuefinance.com[/url]

Wechat:ccuefinancehr

Tel:647-628-1819

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

• Sales assistant
  We are looking for acompetitive Sales Assistant to help customers identify and purchase servicesthey desire. Sales assistant duties include consulting, selling and doing afterservice. The goal is to provide high class customer service and to increasecompany’s growth and revenue through sales maximization.
  Key Responsibilities
  
  

• Welcomeand greet customers  in professionalmanner
• Pickup income phone call and provide consulting to customers
• Ensure high levels of customersatisfaction through excellent customer service
• Accuratelydescribe financial product features and benefits
• Todetermine specific scheduling requirements.
• Buildup and retain long relationship with relationship with client
• Processing the paper work for opening andclosing account in CRM system
  Requirement
  
  

• Provenworking experience in financial industry
• People-orientedand results-driven
• Solidcommunication and interpersonal skills
• Basicadministration skills
• Able todevelop and expand relevant network
  
  

We would like to thank all applicants fortheir interest in CCUE FINANCE, only those selected for an interview will becontacted

Please email your recent updated resume tous at [url=]ccuehr@ccuefinance.com[/url],we will contact you soon.

E-mail: [url=]ccuehr@ccuefinance.com[/url]

Wechat: ccuefinancehr

Tel: 647-628-1819

Address: A1-340 Ferrier St. Markham, ONL3R 2Z5

• Senior Financial Planner
  
  

Responsibilities

• Develops and implementsfinancial plans for individuals, businesses, and organizations, utilizingknowledge of tax and investment strategies, securities, insurance, pensionplans, and real estate: Interviews client to determine client's assets,liabilities, cash flow, insurance coverage, tax status, and financialobjectives.
• Analyzes client's financialstatus, develops financial plan based on analysis of data, and discussesfinancial options with client.
• Prepares and submits documentsto implement plan selected by client.
• Maintains contact with clientto revise plan based on modified needs of client or changes in investmentmarket.
• Refer client to other establishmentsto obtain services outlined in financial plan.
• Registered with professionalself-regulatory association and be designated Certified Financial Planner.
  
  

Requirement

• Must have at least fiveyears’ experience of holding Life License Qualification Program (LLQP)
• Better to have CanadianSecurities Course (CSC).
• Must be registered tosell Mutual Funds (MFDA/AMF).
• Financial PlanningAccreditations/Designations are preferred, however, we may be willing to trainhigh potential candidates with a demonstrated track record of sales andcustomer service excellence
  
  

Preferred:Certified Financial Planner (CFP) designation.

Or oneof the following:

• Personal FinancialPlanner (PFP) designation
• Wealth ManagementEssentials (WME) + Financial Planning Supplement
• Professional FinancialPlanning Course (PFPC)
• Financial Planning I& II (FP I & II).
  
  

We would like to thank all applicants for their interest inCCUE FINANCE, only those selected for an interview will be contacted

Please email your recent updated resume tous at [url=]ccuehr@ccuefinance.com[/url],we will contact you soon.

E-mail: [url=]ccuehr@ccuefinance.com[/url]

Wechat: ccuefinancehr

Tel: 647-628-1819

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