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CCUE招聘 Senior Financial Planner

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发表于 5 天前 | 显示全部楼层 |阅读模式
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


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



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