AI Financial恒益投资现因业务量快速增长，诚招有志之士加入，壮大团队。在这里，你将有机会提高你的个人管理能力，并获得宝贵的办公技能。 我们知道你会发现在 AI Financial 的工作既有挑战性又有回报，我们相信你的贡献将是有意义的 。
职位描述：
- 协助financial advisor安排工作日程，跟进落实会议决议、撰写会议纪要
- 协助financial advisor与客户沟通，并做好记录
- 负责financial advisor的信件、函电的接受与转达
- 协助financial advisor整理工作文件
- 完成financial advisor交办其他工作和任务
- 中英文流利，具备良好的沟通能力和学习能力
- 工作细心，具备较强的组织规划能力，善于总结
- 具备较强的时间管理能力和多任务处理能力
- 熟练使用电脑，MS Office等办公软件
- 有相关工作经验者优先
任职要求：
- 中英文流利，会粤语优先考虑
- 具备良好的沟通能力和学习能力
- 具有较强的组织协调能力，具有随机应变的能力
- 熟练使用电脑，MS Office等办公软件
- 有相关工作经验优先
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
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
Al 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. 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. The successful candidate will be responsible for daily routine and other requests from the Voice President of Sales. 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:
- Communicate with clients with great client service skills
- Assist the manager to handle client requests and maintain the client database
- Responsible for completing investment application forms and providing them to clients for review and signature
- Assist the Investment Advisors by helping to process the business, entering data on electronic platforms, booking client appointments, uncovering sales opportunities, and preparing client files using tools required to provide the ideal client experience
- Contribute to the creative process from concept to visualization and execution of ad campaigns, brand design, and marketing collateral
- Perform other duties as the manager may need
Qualifications:
- Fluent in both Mandarin and English is MUST
- Recently graduated from college or university
- Time management and organization skills
- LLQP licenses preferred
We want to hear from you!
Please send your resume to info@aifinancial.ca with the subject “AIF- Financial Advisor Assistant”