你对创业感兴趣吗？你想为这个世界建造一些新的东西吗？你喜欢通过解决每一个挑战或问题来发展自己的技能和心态吗？加入我们！
AI Financial是加拿大领先的金融投资服务提供商。我们坚持价值投资，相信只有在社会责任方面表现良好的公司才能真正帮助客户获利。从我们金融业务的开始，没有客户损失。与资金和保险公司合作，我们选择适合客户的基金产品，管理各种投资账户，如TFSA，RRSP等。同时，我们帮助客户申请加拿大无担保低利投资贷款，实现财富自由和财务杠杆。
我们目前正在寻找一个有动力、自我驱动的个体加入我们的金融顾问团队。如果你对金融和投资充满热情，并喜欢学习和探索不同的项目和经验，那么你就是合适的候选人。
关于我们：
AI Financial是加拿大领先的金融投资服务提供商。我们坚持价值投资，相信只有在社会责任方面表现良好的公司才能真正帮助客户获利。与资金和保险公司合作，我们选择适合客户的基金产品，管理各种投资账户，如TFSA，RRSP等。同时，我们帮助客户申请加拿大无担保低利投资贷款，实现财富自由和财务杠杆。
我们提供的是：
- 快速的职业发展
- 巨大的尝试机会和成长机会
- 一个互相帮助和支持的团队环境，其中认可和反馈被视为最重要的
职位描述：
- 与营销团队和其他团队成员一起合作，以获得新客户和业务
- 用出色的客户服务技能与客户沟通
- 协助资深财务顾问进行客户咨询和投资组合管理
- 了解金融产品并随时了解最新的市场趋势
- 与客户建立牢固的关系并主动与他们沟通
- 根据经理的需要执行其他职责
任职要求：
- 必须流利地掌握中文和英文
- 1-3年相关经验
- 出色的人际和沟通技巧
- 时间管理和组织技能
- 优先考虑持有LLQP执照
联系我们
如果你对这个职位感兴趣，请将你的简历发送到info@aifinancial.ca ，邮件标题命名为 “AIF – In-House Financial Advisor”
Are you interested in entrepreneurship? Do you want to build something new for this world? Do you enjoy developing your personal skill and mindset by solving every challenge or problem? Join us!
About AI Financial
AI Financial is the leading financial investment service provider in Canada. We insist on value investing, and we believe that only socially responsible companies can genuinely help their clients make profits. From the start of our financial business, no clients suffered losses. Working with funding and insurance companies, we select the fund products suitable for our clients and manage various types of investment accounts such as TFSA, RRSP, etc. At the same time, we help our clients apply for Canadian unsecured low-interest investment loans to achieve wealth freedom with financial leverage.
We’re currently looking for a motivated, self-driven individual to join our Financial Advisor team. If you have a passion for finance and investment, and you enjoy learning and exploring different projects and experiences, you are the right candidate.
What we offer you:
- Fast-paced career growth
- Massive opportunities to TRY and GROWN
- A supportive team environment, where recognition and feedback are considered the most important
Accountabilities and Responsibilities:
- Working together with the Marketing team and other team member to acquire new clients and business
- Communicate with clients with great client service skills
- Assist senior financial advisors with client consultations and portfolio management
- Learn about financial products and keep up-to-date with the latest market trends
- Build strong relationships with clients and proactively communicate with them
- Perform other duties as the manager may need
Qualifications:
- Fluent in both Mandarin and English is MUST
- 1-3 years of relevant experience
- Excellent interpersonal and communication skills
- Time management and organization skills
- LLQP licenses preferred
We want to hear from you!
Please send your resume and portfolio to info@aifinancial.ca with the subject “AIF – In-House Financial Advisor”